Address
Form of workLocation: Sydney, Australia
Date Posted: Feb 27, 2023
Description
About the role:
Apex provides comprehensive fund servicing solutions for open-end and closed-end funds across Real Asset Strategies. Apex offers its services either a la carte or bundled including preferred relationships with technology, audit, custody and distribution partners. Clients and fund shareholders benefit from Apex’s global footprint and access to all major jurisdictions and local teams. Apex’s goal is to provide a single-source solution with the highest standards of quality at a fair price point and delivered by a team of exceptional people that believe in our values. The organization’s purpose is to drive positive change in the financial services space.
Job Responsibilities:
The role duties and responsibilities will include but not limited to the following:
Drive new client acquisitions and increase revenue for the firm’s fund administration and integrated businesses
Build, manage and progress a pipeline of new business opportunities, including prospects launching funds and take-away business from competitors
Grow the fund brand and reputation across the region
Build on an existing network of investment managers, fund sponsors, trustees, counsels, auditors and other key influencers
Build, manage and progress a pipeline of new business opportunities
Lead sales process from end to end, including identifying prospects, coordinating meetings and presentations, preparing proposals and managing deal teams.
Collaborate with colleagues across regions and areas of specialization to achieve business objectives
Ensure robust knowledge of Apex’s offering and value proposition
Champion cross-sell initiatives across services lines and geographies to drive new sales into our existing client base
Work closely with and build strong collaborative relationship with marketing, client on-boarding, operations, legal and other functions
Advise on strategic initiatives such as product development
Follow internal sales and non-sales process and compliance requirements, including management reporting, Salesforce maintenance, attendance at internal meetings, assistance with onboarding as required, to ensure agreed project deliverables are met.
The Skills:
1-2 years experience in a similar 5+ years relevant experience in the real asset industry, fund administration, financial services or ability to demonstrate relevant experience
A strong existing network fund managers, sponsors, trustees, law firms and other influencers preferred in the real asset industry, including ability to interact with C-Level executives
Knowledge of real asset sector and asset management
Strong self-confidence, strategic mind to lead and/or contribute to discussion with various stakeholders at senior levels
Able to sell complex solutions to clients, and apply relationship management and analytical skills to handle client requests/objections in an appropriate manner
Demonstrated sales skills and ability to consistently deliver on sales targets
Strong verbal and written skills are essential.
Experience with CRM systems (Salesforce preferred), KPI tracking and internal stakeholders
Possess a strong work ethic, as well as uncompromising integrity
Educated to degree level, relevant professional qualifications beneficial
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. 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.
If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application and we look forward to hearing from you.
Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of [Australia] / [New Zealand] for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside Australia for the purpose of this recruitment.
