Client Relationship Management Director

Apex Group

Base: cad $180,000 - $200,000; bonus/equity: uncap...
Onsite
10+ years client-facing experience in fund administration
Deep understanding of fund structures and nav calculation
Strong knowledge of financial reporting and investor services
The role serves as the critical link between operations teams and clients to ensure satisfaction and drive business growth

Job Summary

  • The role serves as the critical link between operations teams and clients to ensure satisfaction and drive business growth.
  • Candidates will be responsible for maintaining existing client books while identifying opportunities to increase revenue volume and profitability.
  • The position requires a strategic partner who can advise clients on Apex's support for their growth plans and manage complex escalations.

Matching Summary

The role serves as the critical link between operations teams and clients to ensure satisfaction and drive business growth.

Salary

Base: CAD $180,000 - $200,000; Bonus/Equity: Uncapped variable compensation based on performance; Benefits: Not specified

Skills & Requirements

Must-have

  • 10+ years client-facing experience in fund administration
  • Deep understanding of fund structures and NAV calculation
  • Strong knowledge of financial reporting and investor services
  • Experience with Advent Geneva or Investran platforms
  • Proven ability to drive cross-selling and revenue growth

Nice-to-have

  • CPA or CFA certification preferred
  • Experience working with hedge funds or private equity
  • Background transitioning from operations to client facing roles
  • Exceptional interpersonal communication skills
  • Ability to manage multiple priorities across functional teams

Key Requirements

  • Bachelor's degree in Accounting, Finance, Business, or related field
  • 10+ years of experience in client-facing roles within fund administration
  • CPA or CFA certification (preferred)
  • Familiarity with fund accounting systems such as Advent Geneva or Investran

Work Rights

Not specified

Tailored Resume

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