SVP, Relationship Management

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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

• Manage Ultimus client relationships, including client satisfaction, retention, contract renewals, profitability, business-change communication, revenue enhancement, and cross-sales opportunities • Understand clients’ future product plans and identify how Ultimus can provide solutions • Drive revenue and client growth with Business Development and Product teams • Establish strategic relationships with industry Centers of Influence and industry groups • Serve occasionally as a subject-matter expert in business development meetings • Align service teams with client expectations and work with senior management peers toward company P&L goals • Manage Relationship Management associates and support their business and personal growth goals • Participate in fund board activities and develop board-level relationships where applicable • Escalate issues and develop resolutions with department and executive management teams • Travel as needed for client meetings, conferences, COI meetings, and firm-related meetings • Review meeting materials and minutes for accuracy • Coordinate board-member education opportunities • Hire, train, develop, assign, evaluate, coach, counsel, and administer corrective actions for department associates • Conduct regular one-on-one and team meetings and establish team and individual goals • Serve as liaison with board chairs and lead independent directors • Attend Tier 1 and, where applicable, Tier 2 client board meetings • Conduct regular client executive visits and conference calls • Mentor associates and maintain internal teamwork with department management and service teams • Manage client accounts and action plans focused on satisfaction, communication, service needs, renewals, profitability, and product cross-sales • Perform other duties as required and assigned

🎯 Requirements

• Bachelor’s degree in business administration, financial services, or related field • 15+ years of financial services industry experience • Experience in 40 Act products, asset management, asset servicing, business strategy, and/or product strategy development • 7–10 years of management and leadership experience • Equivalent education and experience will be considered • Knowledge of client relationship management • Proficiency with Microsoft Office Suite • Proficiency with Adobe Acrobat • Ability to establish and maintain strong relationships with clients, executives, and senior management • Ability to develop and implement client action plans and execute company projects • Sound financial judgment and knowledge of the business • Ability to motivate, develop, and train teams • Planning, delegation, multitasking, analytical, organizational, strategic, and critical-thinking skills • Clear and concise written and oral presentation skills • Ability to establish effective working relationships and adapt priorities to changing conditions