The Apex Group was established in Bermuda in ***
* and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. Your career with us should reflect your energy and passion. Take the lead and we'll give you the support you need to be at the top of your game. For our business, for clients, and for you Role: Senior Client Onboarding Manager La siguiente información tiene como objetivo proporcionar a los posibles candidatos una mejor comprensión de los requisitos para este puesto. Valencia Employment Type: Permanent Reporting to : Head of Client Onboarding Role Summary As a Senior Client Onboarding Manager you will be responsible for leading the Valencia onboarding function, ensuring the effective delivery of client onboarding projects, while managing and developing a high-performing team. The role combines strong people leadership, advanced project management capability, and expertise in the fund administration and financial services industry, ensuring seamless onboarding of new clients, fund launches, and transitions into Business-as-Usual (BAU).

Key responsibilities
Leadership & People Management Lead, manage, and develop a team of Client Onboarding professionals across multiple seniority levels. Set clear objectives, KPIs, and performance standards aligned with business priorities. Conduct performance reviews, coaching, and career development planning. Drive team engagement, retention, and succession planning within the Valencia hub. Act as senior escalation point for complex onboarding, operational, or client issues. Project Management & Delivery Oversight Oversee the end-to-end onboarding lifecycle for new clients, fund launches, and migrations. Ensure consistent application of project management standards across all onboarding cases, including:



structured project planning and timelines, milestone tracking and reporting risk identification and mitigation Manage pipeline capacity and ensure optimal allocation of resources. Ensure delivery within agreed timelines, quality standards, and client expectations. KYC/AML processes, client due diligence and account openings and service implementation Oversee review of fund offering documents (PPMs, LPAs) and client service agreements and legal contracts Ensure compliance with regulatory frameworks and internal policies. Stakeholder & Client Management Act as senior point of contact for key clients during onboarding phases. Manage relationships with internal stakeholders including Sales, Legal, Compliance, Service Delivery, and Technology teams. Operational Governance & Process Improvement Ensure adherence to onboarding governance, controls, and global operating standards. Cross-Location Coordination Coordinate with global teams (Luxembourg, India, Mauritius) to ensure seamless onboarding delivery model. Experience & skills needed Significant experience in client onboarding, fund administration, or financial services operations Proven people management experience in a leadership role Strong project management experience (complex, multi-stakeholder projects) Solid understanding of investment fund structures and onboarding processes Excellent stakeholder management and communication skills Strong organizational, analytical, and problem-solving capabilities Degree in Finance, Law, Economics, or related field (or equivalent experience) What you will get in return Hybrid working model. Private health insurance. 27 working days holiday + Public holidays. Opportunities for professional development. Professional Development (CPD) and Study Guidance programs. Opportunity to work with a diverse, agile and general team. A genuinely unique opportunity to be part of an expanding large global business + more.

📌 Senior Client Onboarding Manager (Orce)
🏢 Apex Group
📍 Orce