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About the Role

Apex Invest is seeking an experienced and commercially driven Vice President, Institutional Relationships & Capital Formation to 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.

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.

Requirements

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.

Skills

Institutional investor relations
Capital introduction
Placement
Institutional sales
Business development
Alternative asset fundraising
Relationship management
Presentation skills
Communication skills
Private markets
Alternatives
Broker-dealer capital formation practices
Regulatory considerations
Digital Assets
Tokenization
Custody

Experience Level

10+ years of experience

About the Company

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