Client Solutioning Lead

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

The Client Solutions Lead is a hybrid role combining client solution design, stakeholder

management, and hands-on implementation delivery. This position is responsible for owning the full

lifecycle of client onboarding; from pre-sales support and solutioning through to implementation

execution. The successful candidate will ensure clients experience a seamless, high-quality journey

with Tocan's investor onboarding platform.

The Client Solutions Lead is responsible for managing successful solution design and deployments

of the Tocan platform.

The role serves as the primary liaison between clients, prospective clients and internal teams,

ensuring client solution designs are understood and commercially viable.

KEY RESPONSIBILITIES

Client Solutioning and Pre-Sales Support

• Deliver engaging demonstrations and presentations to prospective clients, showcasing the value

and capabilities of solutions.

• Provide pre-sales support, including setting up and maintaining demo environments and

assisting with technical queries.

• Collaborate with sales and technical teams to design customized solutions, map run books and

troubleshoot complex issues.

• Conduct GAP analysis to identify client needs, capture detailed requirements, and develop

comprehensive business cases.

Implementation & Delivery

• Capture and document client requirements, workflows, and success criteria and provide

configuration advisory support.

• Act as the primary subject matter expert, coordinating across client stakeholders and Tocan

internal teams (Product, QA, Client Success).

• Prepare and collate effort estimates to support solution proposals and client decision-making.

• Oversee data migrations, including mapping, cleansing, transformation, validation, and

reconciliation of data between systems.

• Determine and provide regular reports and insights to leadership on project status and client

success metrics.

TOCAN • CLIENT SOLUTIONS

Process Optimisation & Methodology

• Champion continuous improvement in solution design, business analysis methodologies, and

client engagement strategies.

• Identify process gaps and lead initiatives for automation or efficiency improvements in the

solutioning and implementation lifecycle.

Technical Requirements

• Understanding of relational data modelling concepts (entities, relationships, keys, hierarchies)

and familiarity with data dictionaries

• Proficiency in writing SQL queries and advanced Excel

• Working knowledge of APIs

• Experience writing test scenarios, coordinating UAT, and triaging defects with QA and Product,

including first-line investigation.

• Ability to produce clear technical artefacts and lead complex solution design documentation

KNOWLEDGE, SKILLS & EXPERIENCE

Essential

• Experience in a pre-sales, solution consulting, or business analysis role.

• Strong technical acumen with the ability to translate complex concepts into clear business value.

• Excellent communication and presentation skills.

• Experience with solution design, run book development, and troubleshooting.

• Ability to perform detailed GAP analysis and develop business cases.

• Hands-on experience with data migrations, including planning, execution, and post-migration

validation.

• Familiarity with project management tools, methodologies and continuous improvement

practices.

ADDITIONAL REQUIREMENTS

• Flexibility to support clients across multiple global jurisdictions and time zones.

• Commitment to continuous professional development and maintaining industry knowledge.

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.