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
Senior Sustainability Advisor, Holtara
New York, NY | Full-time (In Office)
About Holtara (by Apex Group)
Holtara is part of Apex Group and is the leading worldwide consultancy firm specializing in ESG advisory services and software solutions. We help our clients navigate the complexities of carbon & climate impacts, comply with relevant regulation, and achieve their sustainability goals.
Our team consists of approximately 150 people from various academic backgrounds – all driven by the aim to make real impact. Our team is based in Amsterdam, London, Madrid, Valencia, New York, Mexico City, Bangalore, Pune, Mumbai and ever expanding. We have embarked on an exciting journey of growth: entering new geographies, developing new products, and expanding our team. We are seeking a highly skilled and motivated leader to join our dynamic team and form part of our growing Americas practice.
As Senior Sustainability Advisor you will leverage deep sustainability and finance expertise to lead high-stakes client engagements, help shape our product and service offering and produce thought leadership.
The list below sketches what success looks like for each focus area and how much of your time might be allocated to them:
- Client delivery (40%): support and lead client engagements covering a wide range of potential project types, including carbon and climate, regulation, and sustainability strategy and reporting
- Client acquisition & relationship building (25 %): Help build a robust pipeline of new prospects, draft proposals and RFP responses, and become a go-to SME for our sales team
- Product & methodology development (25 %): Help and lead the development of our products and services offerings, supporting both our advisory and platform teams
- Thought leadership & training (10 %): Produce white papers, webinars and workshops to raise Holtara’s profile and educate both clients, prospects, and colleagues
Responsibilities
- Stay current on evolving rules and best practices; maintain Holtara's knowledge base and collaborate with our product team to drive Holtara.io innovation
- Craft compelling deliverables—decks, reports, dashboards and training materials that simplify complex sustainability strategies
- Lead and deliver high-impact client engagements across carbon, climate, regulatory, and sustainability strategy projects
- Drive product and methodology innovation in collaboration with cross-functional teams
- Mentor and develop junior team members, fostering a culture of learning and excellence
Skills Required
- An entrepreneurial mindset who gets energized by getting things done
- Strong report writing and verbal skills and ability to communicate complex ideas
- Excellent project management and client relationship management skills
- Strong analytical skills
- Comfort driving business development with current and new clients
- Excellent MS PowerPoint and Excel skills; Power BI a plus
- 6+ years of professional experience, preferably at least 3 years in sustainability and at least 3 years in financial services
- Bachelor’s or Master’s in Sustainability, Economics, Business, Finance, Accounting, Environmental Science, Engineering or other relevant fields
- Fluent written and spoken English
We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have five (5) days in office requirement.
Salary ranges from USD $100,000.00 - USD $130,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications.
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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What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and 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. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
