Manager, Investor Relations

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 Apex Invest Job Description Vice President, Institutional Relationships & Capital Formation Job Replacement Position Summary Vice President, Institutional Relationships & Capital Formation Apex Invest is seeking an experienced and commercially drivenVice President, Institutional Relationships & Capital Formationto lead institutional investor engagement across the Apex Invest capital formation ecosystem. This is a senior, externally facing role responsible for developing and managing relationships with institutional investors, family offices, wealth managers, RIAs, private banks, consultants, and other professional allocators. The successful candidate will help expand allocator participation across theApex Invest platform,global events, and broadercapital formation initiatives, while working closely with the Apex Invest Markets broker-dealer team to support institutional engagement and capital formation activities where appropriate and permissible. The ideal candidate will have a strong institutional capital markets background, significant experience in capital introduction, investor relations, placement, or institutional business development, together with an established network of professional investors across private markets and alternatives. Key Responsibilities Lead institutional investor engagement across the Apex Invest platform, global events, and capital formation ecosystem. Develop and maintain relationships with family offices, pension funds, endowments, foundations, sovereign wealth funds, consultants, funds of funds, RIAs, wealth managers, private banks, OCIOs, and other institutional allocators. Expand allocator participation and engagement across the Apex Invest platform and global events. Work with allocators to keep their Apex Invest profiles current, identifying mandates, investment interests, and emerging market trends to strengthen Apex Invest's proprietary matching, content, and market intelligence. Provide insights to the Apex Invest development team pertaining to allocator experience on the platform and respective feedback, contributing to feature roadmap and platform enhancements. Collaborate with the Apex Invest Markets broker-dealer team to support institutional engagement and capital formation activities where applicable and permissible. Build strategic relationships with wealth management platforms, RIAs, private banks, consultants, and institutional distribution partners. Source allocator participation, speakers, and thought leaders for Apex Invest conferences, webinars, podcasts, advisory councils, and industry forums. Drive surveys amongst platform allocators to gauge quarterly insights and portfolio and investment intent shifts. Partner with Marketing to develop institutional content, market intelligence, podcasts, webinars, and thought leadership initiatives. Represent Apex Invest at industry conferences, investor meetings, and strategic partner events globally. Collaborate across the broader Apex ecosystem to identify opportunities supporting Fund Administration, Digital Assets, Tokenization, Custody, and other institutional services. Qualifications 10+ years of experience in institutional investor relations, capital introduction, placement, institutional sales, business development, or alternative asset fundraising. Established relationships with institutional investors, family offices, wealth managers, RIAs, private banks, consultants, and other professional allocators. Strong understanding of private equity, venture capital, private credit, infrastructure, real estate, hedge funds, digital assets, co-investments, secondaries, and alternative investments. Experience supporting institutional fundraising, allocator engagement, and due diligence processes. Knowledge of broker-dealer capital formation practices and regulatory considerations is highly desirable. Strong commercial acumen with excellent relationship management, presentation, and communication skills. Entrepreneurial mindset with the ability to build new relationships and execute in a fast-growing business environment. Preferred Background Prime Brokerage Capital Introduction Placement Agents Alternative Asset Managers Institutional Investor Relations Private Banks Family Office Advisory Institutional Consulting Firms Wealth Management Platforms Fund Distribution Institutional Sales Success Measures Growth in allocator participation across the Apex Invest platform. Expansion of strategic relationships with institutional investors, family offices, RIAs, wealth managers, private banks, and consultants. Increased allocator attendance, engagement and GP meeting acceptance at Apex Invest events. Growth in qualified capital formation opportunities for participating fund managers. Development of strategic distribution partnerships across institutional and private wealth channels. Garner insights into allocator needs, trends, and opportunities. Contribution to Apex Invest's position as a leading global capital formation platform and private markets ecosystem. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in 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. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies. Prepare to accelerate. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us #J-18808-Ljbffr CO_AUDLLC Apex US Distribution LLC