VP, 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

• Develop and maintain client relationship strategies and account plans for assigned clients • Execute applicable client trust board responsibilities, including governance, reporting, and contract renewals • Formulate and maintain relationship management strategies with service department stakeholders • Strengthen internal partnerships and facilitate cross-divisional resolution of client issues • Develop and implement client action plans and execute company projects • Provide Senior Management with transparency into issues and client health • Collaborate with management to develop synergies, harmonize the operating model, and improve business relationships • Assist with service issue resolution and monitor and manage client health • Manage and report or escalate risk, compliance, client satisfaction, and service quality issues • Support business development, marketing, sales, and marketing campaigns • Travel as needed to meet clients and participate in conferences or company-related meetings • Manage department associates, including hiring, training, development, delegation, performance appraisals, salary recommendations, coaching, counseling, and corrective actions • Conduct regular one-on-one and team meetings • Establish team and individual department goals • Hold associates accountable and foster performance • Mentor associates through instruction, coaching, on-the-job experiences, modeling, and advising

🎯 Requirements

• Bachelor's degree in business administration, financial services, or equivalent experience • 10+ years of financial services industry experience • Experience in 40 Act products, asset management, asset servicing, business strategy, and/or product strategy development • 5–7 years of management and leadership experience • Knowledge of client relationship management • Proficiency with Microsoft Office Suite • Proficiency with Adobe Acrobat • Ability to leverage relationships to enhance client satisfaction and achieve company goals • Financial principles and business knowledge for sound decision-making • Ability to drive change and collaborate on service enhancements or business improvements • Ability to motivate, develop, and train a Relationship Management team • Ability to plan and delegate work • Ability to assess performance and take corrective action • Ability to develop systems and procedures to improve departmental quality and efficiency • Troubleshooting using creative and critical thinking • Multitasking, analytical, and organizational skills • Strategic, meticulous, initiative-taking approach with commitment to quality, efficiency, and effectiveness • Personal integrity, responsibility, and accountability • Clear and concise written and oral presentation skills • Active listening and open exchange of ideas • Ability to establish effective working relationships with associates and clientele • Ability to modify priorities and deadlines in response to changing conditions