Senior Client Onboarding Manager

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: Senior Client Onboarding Manager

Role

Location:

Valencia

Employment Type: Permanent

Reporting to
:
Head of Client Onboarding

As a Senior Client Onboarding Manager you will be responsible for leading the Valencia onboarding function, ensuring the effective delivery of client onboarding projects, while managing and developing a high-performing team. The role combines strong people leadership, advanced project management capability, and expertise in the fund administration and financial services industry, ensuring seamless onboarding of new clients, fund launches, and transitions into Business-as-Usual (BAU).

• Lead, manage, and develop a team of Client Onboarding professionals across multiple seniority levels.

• Set clear objectives, KPIs, and performance standards aligned with business priorities.

• Conduct performance reviews, coaching, and career development planning.

• Drive team engagement, retention, and succession planning within the Valencia hub.

• Act as senior escalation point for complex onboarding, operational, or client issues.

• Oversee the end-to-end onboarding lifecycle for new clients, fund launches, and migrations.

• Ensure consistent application of project management standards across all onboarding cases, including structured project planning and timelines, milestone tracking and reporting risk identification and mitigation.

• Manage pipeline capacity and ensure optimal allocation of resources.

• Ensure delivery within agreed timelines, quality standards, and client expectations.

• Provide oversight and guidance across onboarding activities involving investment fund structures (e.g. SICAV, RAIF, SPVs, etc.) KYC/AML processes, client due diligence and account openings and service implementation.

• Oversee review of fund offering documents (PPMs, LPAs) and client service agreements and legal contracts.

• Ensure compliance with regulatory frameworks and internal policies.

• Act as senior point of contact for key clients during onboarding phases.

• Manage relationships with internal stakeholders including Sales, Legal, Compliance, Service Delivery, and Technology teams.

• Ensure clear, consistent communication and alignment throughout onboarding lifecycle.

• Ensure adherence to onboarding governance, controls, and global operating standards.

• Identify and drive process improvements, automation opportunities, and efficiency gains.

• Contribute to strategic initiatives impacting onboarding (e.g. systems, workflows, operating model evolution).

• Coordinate with global teams (Luxembourg, India, Mauritius) to ensure seamless onboarding delivery model.

• Ensure effective transition from onboarding into BAU servicing teams.

• Significant experience in client onboarding, fund administration, or financial services operations.

• Proven people management experience in a leadership role.

• Strong project management experience (complex, multi-stakeholder projects).

• Solid understanding of investment fund structures and onboarding processes.

• Excellent stakeholder management and…