About the role
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
Description
Apex Group has an exceptional opportunity for a seasoned Senior Sales Professional. Following our recent acquisition of U.S. broker-dealer and ATS licenses, we are uniquely positioned to facilitate capital raising for thousands of existing fund manager clients, as well as non-Apex clients seeking our cutting-edge services. Our advanced technology and infrastructure are fully operational for traditional securities and tokenized instruments (pending FINRA approval).
ApexInvest Markets LLC, a U.S. broker-dealer specializing in private market fund distribution and secondary trading, seeks an experienced Senior Sales Professional. The ideal candidate will possess a proven track record in institutional and intermediary sales, with the ability to cultivate new target relationships and leverage established connections with end investors and intermediaries to develop a robust book of business. Prior experience or foundational knowledge of asset tokenization is highly desirable.
Key Responsibilities:
- The ideal candidate will develop and drive a sales strategy for primary and secondary distribution of private funds/SPV structures.
- Develop and execute a sales strategy targeting RIAs, family offices, wealth managers, private and secondary market execution platforms and broker-dealer networks.
- Prioritize key initiatives by region and segment to ensure appropriate solution focus.
- Partner closely with product, operations, and compliance teams to ensure seamless onboarding and execution for distribution partners.
- Represent the firm at conferences, webinars, and industry events to expand market visibility and engagement.
- Provide regular sales reporting, market feedback, and investor sentiment analysis to guide business development priorities.
- Work with Marketing to develop and enhance internal and external presentations & marketing materials that properly represent the broker-dealer’s activities
Skills Required:
- Bachelor’s degree in Finance or Economics; MBA a plus
- BS/BA in finance, accounting, mathematics, statistics, or related field required; Master’s Degree preferred
- 10+ years of sales experience in private markets distribution and secondary trading with a proven track record (Director allocator or intermediary channels preferred).
- Strong knowledge of private placements (closed and open-ended funds, SPVs, etc), and secondary trading of private securities.
- Strong work ethic and positive attitude among fast-changing environment and priorities
- Working knowledge of DeFi or Asset Tokenization, blockchain and distributed ledger technology a plus.
- Active FINRA Series 7 and 63 (or 66) required
- Excellent communication, relationship management, and presentation skills.
- Location: NY midtown office (4 days in-office).
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 $ 200,000 - $ 225,000 additional market competitive variable uncapped compensation based on performance. Compensation within this range is dependent on individual's skills, experience and qualifications.
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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.
Skills & Tags
Aplyr's read
Apex Group is a dynamic player in financial services, linking investors with opportunities through innovative capital introduction and investment management solutions.
What's promising
- •Apex Group offers diverse roles, from technical positions to client-facing roles, indicating a broad operational scope.
- •The company emphasizes innovative solutions in capital introduction, appealing to those interested in cutting-edge financial services.
- •Apex Group's global presence provides employees with opportunities for international exposure and career growth.
What to watch
- •Limited public information about company culture may concern potential applicants seeking a transparent work environment.
- •The specialized nature of roles may not suit those seeking entry-level positions or career changes.
- •Rapid industry changes in financial services could pose stability risks for employees.
Why Apex Group
- •Apex Group focuses on connecting investors with opportunities, setting it apart from traditional financial service providers.
- •The company's emphasis on capital introduction services is a distinctive aspect of its business model.
- •Apex Group's diverse role offerings suggest a commitment to comprehensive financial solutions.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Apex Group
Apex Capital Introduction Services provides innovative solutions for capital introduction and investment management, focusing on connecting investors with investment opportunities.