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
Role Purpose
You support revenue growth through targeted origination, relationship development, and deal support. You act as a core execution layer within the sales organisation, progressing opportunities and supporting senior deal leads.
Key Responsibilities
Origination & Coverage
- Identify and qualify new business opportunities
- Build relationships with emerging and mid-market clients
- Support outreach, meetings, and follow-ups
Pipeline & Deal Support
- Progress opportunities through defined sales stages
- Prepare pitch materials, proposals, and internal approvals
- Maintain Salesforce accuracy and reporting discipline
Market & Campaign Support
- Support sales campaigns and targeted initiatives
- Work closely with Sales Development on lead qualification
- Track competitor activity and market trends
Internal Collaboration
- Coordinate with product, operations, and onboarding teams
- Support senior sales colleagues on active deals
- Contribute to account planning and pipeline reviews
Success Measures
- Qualified pipeline generated
- Contribution to closed revenue
- Salesforce hygiene and reporting quality
- Responsiveness and execution quality
- Feedback from senior sales leaders
Experience & Profile
- Early to mid-stage sales experience in financial services
- Strong communication and organisational skills
- Commercially curious and detail-oriented
- Comfortable managing multiple workstreams
- Motivated to progress into a senior sales role
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.
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
