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

Senior Business Manager

Location: New York

Description

The Senior Business Manager will serve as a strategic partner and trusted advisor to the Regional Head, Nort America. This individual will play a critical role in driving strategic initiatives, delivering data-driven insights, and supporting financial and operational performance across the organization.

The role requires a highly analytical leader capable of translating complex financial and operational data into actionable insights for executive decision-making. The Senior Business Manager will support strategic planning, operational optimization, and performance management by developing executive-level reporting, including financial and operational performance metrics such as EBITDA, revenue performance, and business unit profitability.

This ideal candidate will have strong experience in financial services, business analytics, strategic planning, and operational transformation.

Job Responsibilities:

The role duties and responsibilities will include but are not limited to the following:   

Strategic Leadership & Execution

• Act as a strategic advisor to the executive leadership team including COO and Board Level, supporting decision-making on corporate strategy, growth initiatives, and operational priorities.
• Lead the development and execution of key strategic projects (e.g. operating model transformation, optimization and tooling).
• Design engagement model between sales and delivery to drive improved retention and add on sales.
• Improve client interactions from CSM by created standardized reporting, templatized engagement models and tracking mechanism to provide insight into risk or opportunities for growth. 
• Prepare executive-level presentations, financial reports, and analytical insights for leadership forums, including board and senior management reporting.
• Drive annual strategic planning building overall COO roadmap (Operations and IT) aligned with function roadmaps.
•  Develop and deliver executive-level business performance reporting, including EBITDA analysis, revenue performance, cost optimization, and profitability metrics across business units.
• Translate complex operational and financial data into actionable insights to support strategic decision-making by the COO and executive leadership team.
• Partner with Finance to support financial performance analysis, budgeting insights, and business unit performance monitoring.

Operational Oversight & Coordination

• Streamline executive operations by overseeing cross-functional initiatives and ensuring alignment across business units (fund accounting, investor services, middle office, etc.).
• Strategy creation, assessment, communication and execution.
• Track and report progress on strategic priorities and key performance indicators (KPIs).
• Identify and resolve operational bottlenecks to improve efficiency and client service delivery.
• Develop and maintain business performance dashboards and reporting frameworks to monitor KPIs, operational efficiency, and financial performance across business functions.

People & Culture

• Drive internal communication strategies to enhance organizational engagement and alignment with company objectives.
• Partner with HR on leadership development, succession planning, and organizational design to support rapid growth.

Skills / Attributes / Experience Required:

• Strong level of commercial acumen
• Strong analytical and financial modeling capabilities, with the ability to interpret complex business data and translate findings into strategic recommendations
• Experience developing executive-level financial and operational reporting, including EBITDA, margin analysis, and business performance metrics.
• Advanced proficiency in data analysis, financial reporting, and business intelligence tools
• Ability to synthesize large volumes of operational and financial data to inform executive decision-making
• Advanced experience in transformation assessment and plan creation 
• Experience in management consulting operations, strategy, or corporate transformation environments, with demonstrated success delivering large-scale strategic initiatives
• Board and Senior Executive level of strategic influence
• Capabilities assessment experience with planning and business outcomes (benefits) defined (i.e. Ops TOM)
• Senior Leadership level of relationship building and management  
• Demonstrated understanding of the importance of culture, personal leadership and alignment with global objectives will be key to success
• Advanced decision-making skills and experience 
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field (MBA or CFA a strong plus).

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business; 
• Competitive remuneration commensurate with skills and experience;
• Training and development opportunities

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.

Salary ranges from USD $174,000.00 – USD $225,000.00. Compensation within this range is dependent on individual's skills, experience and qualifications.

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socioeconomic, responsibilities for dependents, physical or mental disability. 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.

For more information on our commitment to Corporate Social Responsibility

(CSR) please https://www.apexgroup.com/corporate-social-responsibility/   

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.