
501 - 1000 employees
💸 Finance
☁️ SaaS
🤝 B2B
💰 Private equity on 2012-07
Finance • SaaS • B2B
Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.
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501 - 1000 employees
💸 Finance
☁️ SaaS
🤝 B2B
💰 Private equity on 2012-07
Finance • SaaS • B2B
Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.
• Lead the strategy, planning, and execution of Ultimus Fund Solutions' event and conference program • Own sponsored conference strategy across the Ultimus event portfolio • Set strategic direction for event branding, booth design, collateral, and on-site experiences • Manage and allocate the events-specific budget • Participate in annual strategy and planning with commercial and business leadership • Audit competitor event and sponsorship activity • Lead end-to-end planning and project management for hosted events • Own the client summit from concept through delivery, including agenda development, speaker coordination, sponsor management, and attendee experience • Manage cross-functional workstreams across marketing, sales, product, and external vendors • Develop event marketing and promotional campaigns, including pre-event outreach, registration drives, and post-event lead nurturing • Define and execute event social and communications strategy across owned, earned, and paid channels • Partner with demand generation and corporate marketing on landing pages, email campaigns, and press coverage • Establish event ROI tracking and reporting, defining KPIs and capturing lead and pipeline attribution • Refine event selection, format, and promotional tactics based on performance data and sales feedback
• 7-10 years experience in B2B digital marketing, ideally in financial services • Proven experience managing event budgets, sponsorships, and large-scale hosted events or client summits • Excellent communication and stakeholder management skills • Strong project management skills with the ability to manage multiple concurrent events • Travel may be required up to 30% • Bachelor's degree in Marketing, Communications, Business or related field
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🇺🇸 United States – Remote
💵 $68.5k - $87.9k / year
💰 $78M Post-IPO Debt on 2006-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎪 Events
🦅 H1B Visa Sponsor
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