SVP, Business Development – Public

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Ultimus Fund Solutions

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Generates sales leads and a pipeline of new business opportunities, including prospects for launching funds and take-away business from competitors. • Leads and coordinates the process of responding to due diligence questionnaires, RFP’s, and RFI’s for assigned prospects. • Maintains a database of sales opportunities with relevant information in the CRM system. • Ensures that new business is successfully implemented and transitioned to ongoing servicing team(s). • Maintains understanding of functional and technical aspects of the firm’s capabilities and benefits, industry trends, and client needs, using the understanding to win business. • Maintains up to date knowledge of competitors’ service offerings and delivery, participating in competitive research as assigned. • Assists with the roll out of new services by identifying beta partners. • Represents the firm at conferences, trade shows, networking events, seminars, and marketing events. • Populates and updates leads, contact information, and other relevant data in the CRM system. • Prepares and submits status reports (i.e., Deal and Call Reports) as needed. • Contributes to the development of marketing strategies and plans; participates in execution as assigned including thought leadership. • Leads the entire RFP or RFI process and consistently meet sales targets.

🎯 Requirements

• Bachelor's Degree preferred, or equivalent combination of education, training, and work experience. • 10-12 years of relevant experience in financial services, fintech, banking, or fund administration. • A strong existing network of fund managers, sponsors, trustees, law firms, and other influencers preferred, including the ability to interact with C-Level executives. • Proven experience with engaging complex organizations. • Management and/or leadership experience. • Equivalent education and experience will be considered.