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

AI and Data Office (CAIDO) Commercial Lead Boston Description

We are looking for an ambitious and self-driven individual to join our team! As the Chief AI & Data Office (CAIDO) Commercial Manager, you will work closely with various stakeholders throughout the organization to drive data quality, global consistency, service quality and other investor and investment-related services. This will include the development of new products and services and a specific focus on their commercialization. Commercial Management in the CAIDO team is a crucial role and will report to the Chief AI and Data Officer. In this position, you will be focused on working with the Data team as part of the CAIDO to formalize tools and capabilities to sell as new product offerings to existing and potential clients. Over time, the tools and capabilities should provide more value-added to clients and create an ongoing stream of increasing revenue.

Job specification

Participate in the Design, plan and implementation of quality data products businesses worldwide
Design and commercialize configurable data management options for Portfolio Managers across our various portfolio investment services
Partner with our Data Product Team to define, commercialize, and sell products
Lead employees as an example to understand the sales and support model
Analyze and interpret data and metrics related to sales opportunities
Take the lead innovating and in expansion activities
Maintain relationships with clients, partners and vendors

Skills Required:

The ideal candidate for the AI and Data Office (CAIDO) Commercial Manager would demonstrate the following qualifications:

Previous working experience in data services and control
Extensive experience in fund accounting and investment management industry
Understanding of Product packaging and marketing
Ability to communicate value proposition to clients and sell
Good knowledge of data analysis and KPIs
Familiarity IT/Business infrastructure
Outstanding organizational and time management skills
Excellent interpersonal and leadership skills
Great communication and presentation skills
Problem-solving, growth-minded and risk-aware mindset

What you will get in return:

A genuinely unique opportunity to be part of an expanding and market-leading global business;
Competitive remuneration commensurate with your skills and experience;
Training and development opportunities

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.

Salary ranges from USD $175,000 – USD $200,00. Compensation within this range is dependent on individual's skills, experience and qualifications.

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

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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.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate.

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us

AI and Data Office (CAIDO) Commercial Lead