Institutional Client Service Lead - EMEA

Position Overview

Apollo is seeking a driven individual to join the firm’s Global Client Service Group to provide ongoing client service in EMEA. The role will serve as regional client service lead covering Apollo’s Institutional client base. The primary focus of this individual will be supporting our Institutional clients & sales teams directly.

Primary Responsibilities :

Regional operational lead for Institutional clients, including pre-sale support, end-to-end onboarding and post-sale service

Serve as EMEA client service lead across Institutional clients, including management of regional client service professionals to ensure coordinated and consistent white-glove client service.

Close coordination and accountability to Institutional Investor Services team that oversees onboarding globally. Focus on providing on the ground client support in EMEA while also maintaining strong connectivity with global team and leveraging their expertise and institutional knowledge (e.g., information sharing, best practices)

Partner closely with, and accountable to, Institutional EMEA Sales team

Coordinate across multiple groups globally within the firm to ensure uniform, proactive, timely, professional, and accurate prospect and client interactions

Pre-Sale and Onboarding

Lead the pre-onboarding process in close partnership with sales and product professionals for Institutional clients

Oversight of the coordination of Institutional client diligence materials, RFIs / RFPs, Regional Specific Marketing Materials, ad-hoc diligence requests etc. that will be fulfilled by other APO teams including the translation of such materials

Coordination of ODD events / meetings in region and elsewhere.

Project management of Institutional client onboarding process in coordination with Institutional Investor Services, including but not limited to : Investor Subscription process, oversight of 3rd party service providers and coordination across numerous Apollo teams (e.g. ICG, compliance, legal, fund controllers) to execute onboarding.

Required to understand and tailor approach based on regional nuances across regulatory requirements and product structures

Post-onboarding

Manage subscription and redemption process and queries for perpetual funds as well as manage capital call notice follow ups for draw-down funds, including SMAs / Fo1

Coordination and oversight of 3rd party service providers to ensure client obligations are met and that cross-party processes are functioning as expected

Liaise with COO and Product teams to ensure accurate and timely publication of NAV / valuation and recurring reporting for all relevant funds

Respond to ad-hoc requests across a variety of Apollo products, including custom reporting requests (e.g. bespoke reporting for SMA’s)

Ongoing

Act as EMEA central liaison for Institutional clients’ enquiries on Apollo products lifecycle, maintain 3rd party service provider relationships and Apollo internal and external stakeholders to formulate appropriate response on a timely basis

Provide support to sales team members through the whole servicing lifecycle, from prospect to client

Support of EMEA Institutional sales team in production and updating of business and strategy plans

Curate distribution lists in conjunction with senior sales, DDE and Marketing for relevant client events e.g. Annual Meetings, webcasts

Qualifications & Experience

Bachelor's degree in Finance, Economics, Business Administration, or a related field

8+ years of prior experience in a client services role at an alternative asset management firm or investment / private bank

Previous personnel management experience strongly preferred

Previous project management experience strong preferred

Self-motivated and resourceful; able to multi-task and focus on delivering results

Client-centric mindset

Ability to operate as a team player – energetic, enthusiastic and personable

High quality written and verbal communication skills

Excellent attention to detail

Strong communicator; personable, organized, and proactive with a positive attitude

Strong interpersonal skills to support communication with internal and external counterparties

Excels in a rigorous and fast-paced team-oriented work environment