The Apex Group was established in Bermuda in 2003 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. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Client Relationship Management "CRM" (VP)Role Overview
As a Vice President within the Client Relationship Management (CRM) team, you will act as a strategic partner to a portfolio of key clients, developing a deep understanding of their business models, priorities, and long‑term objectives. You will be accountable for strengthening and expanding these relationships, ensuring revenue stability and growth, and positioning Apex as the client’s preferred global partner across all products and service lines.
This senior role requires a blend of commercial acumen, relationship leadership, and cross‑functional coordination. You will work closely with senior decision‑makers—both internally and externally—to deliver high‑quality solutions, drive client satisfaction, and support the execution of the group’s commercial strategy.
Key Responsibilities
Client & Relationship Leadership
Build and maintain strong, long‑term relationships with senior client stakeholders.
Develop a deep understanding of each client’s strategy, operational needs, and future growth plans.
Act as the primary relationship owner, representing Apex across all products, jurisdictions, and service lines.
Respond to client needs with a solution‑oriented mindset, ensuring timely and effective resolution of issues.
Engage with Apex senior management to support account development and strategic initiatives.
Commercial Strategy & Growth
Protect and grow existing revenue streams by influencing key decision‑makers and identifying new opportunities.
Drive cross‑sell initiatives and ensure Apex remains the client’s partner of choice.
Deliver targeted commercial campaigns aligned with group objectives.
Identify client challenges and collaborate with product teams to shape future service offerings.
Operational Excellence & Governance
Coordinate with internal teams to ensure service delivery meets agreed standards and regulatory requirements.
Lead significant service improvement initiatives where required.
Act as the executive escalation point for major issues impacting the client relationship.
Prepare and execute structured client engagement plans, including reviews, workshops, and strategic discussions.
Team Collaboration & Leadership
Work as part of a global account team, contributing to regional and international client strategies.
Provide guidance, mentorship, and support to junior CRM team members.
Ensure client feedback is captured, analysed, and communicated to product development and operational leadership.
Target Outcomes
Strong, trusted client relationships built on proactive engagement and strategic insight.
Stable and growing revenue across the assigned portfolio.
High levels of client satisfaction with Apex’s products and service delivery.
Effective internal collaboration resulting in seamless client experiences.
Apex consistently positioned as the preferred partner for all client needs.
#LI-TM1
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
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