Ultimus Fund Solutions

SVP - Relationship Management

Ultimus Fund Solutions · Full Time · 2 days ago

Ultimus Fund Solutions

🌎 United States ⭐ 10+ yrs exp 💼 Others

The SVP of Relationship Management is responsible for overseeing client relationships, ensuring satisfaction, and driving revenue growth through strategic partnerships and cross-sales. They lead the relationship management team, manage contract renewals, and collaborate with internal departments to ensure service excellence.

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VP, Relationship Management

Ultimus Fund Solutions · Full Time · 2 days ago

Ultimus Fund Solutions

🌎 United States ⭐ 10+ yrs exp 💼 Others

The VP of Relationship Management is responsible for developing and retaining client relationships while driving firm goals such as wallet share growth and strategic account planning. This role also involves leading internal service teams, managing department personnel, and ensuring high-quality service delivery across all client touchpoints.

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Manager, Retail Alternative Investment Operations

Ultimus Fund Solutions · Full Time · 3 days ago

Ultimus Fund Solutions

🌎 United States 💵 $70000 - $80000 per year ⭐ 5-10 yrs exp 💼 Finance

The manager oversees the retail alternative funds operations team, focusing on process refinement, team development, and ensuring operational accountability. They collaborate with leadership to develop procedures while maintaining direct contact with fund advisors and financial representatives.

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Distribution Specialist I

Ultimus Fund Solutions · Full Time · 6 days ago

Ultimus Fund Solutions

🌎 United States 💵 $50000 - $55000 per year ⭐ 0-2 yrs exp 💼 Others

The Distribution Specialist I supports the Distribution Services Department by managing intermediary agreements, monitoring correspondence, and processing invoices. They also assist with client reporting, website maintenance for the distribution program, and special projects involving client data management.

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Training Specialist Transfer Agency

Ultimus Fund Solutions · Full Time · 7 days ago

Ultimus Fund Solutions

🌎 United States 💵 $60000 - $70000 per year ⭐ 5-10 yrs exp 💼 Recruitment

The Training Specialist is responsible for designing, developing, and delivering comprehensive training programs for Account Services and Control Accounting teams. They also evaluate training effectiveness, manage training documentation, and support new associate onboarding to ensure organizational alignment.

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SVP, Relationship Management

Ultimus Fund Solutions · Full Time · 9 days ago

Ultimus Fund Solutions

🌎 United States 💵 $160K - $250K per year ⭐ 10+ yrs exp 💼 Others

The SVP of Relationship Management oversees client relationships, ensuring satisfaction, retention, and profitability while driving revenue growth. They lead the relationship management team and collaborate with internal departments to align service delivery with client expectations.

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VP, Relationship Management

Ultimus Fund Solutions · Full Time · 9 days ago

Ultimus Fund Solutions

🌎 United States 💵 $120K - $165K per year ⭐ 10+ yrs exp 💼 Others

The VP of Relationship Management is responsible for developing and retaining client relationships while driving firm goals such as wallet share growth and strategic planning. This role also involves managing internal service teams, overseeing board governance, and ensuring high-quality service delivery across all client accounts.

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Compliance Specialist, External Reps

Ultimus Fund Solutions · Full Time · 9 days ago

Ultimus Fund Solutions

🌎 United States 💵 $80000 - $95000 per year ⭐ 2-5 yrs exp 💼 Legal

The Compliance Specialist is responsible for executing the broker-dealer compliance program, including registered representative supervision and anti-money laundering monitoring. They also conduct compliance reviews, assist with audits, and manage departmental projects such as vendor due diligence.

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Lead Business Analyst

Ultimus Fund Solutions · Full Time · 9 days ago

Ultimus Fund Solutions

🌎 United States ⭐ 5-10 yrs exp 💼 Software Development

The Lead Business Analyst maintains stakeholder communication, manages project progress, and ensures application requirements are met through testing and validation. They also identify process improvement opportunities and collaborate with developers to resolve issues and enhance methodologies.

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Application Developer, Reporting and Automation

Ultimus Fund Solutions · Full Time · 9 days ago

Ultimus Fund Solutions

🌎 United States ⭐ 2-5 yrs exp 💼 Software Development

The role involves designing and deploying SSRS reports and managing JAMS Enterprise Scheduler jobs to automate business processes. Additionally, the developer will resolve support tickets and collaborate with stakeholders to maintain operational integrity within the Power Agent environment.

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Tax Administrator II

Ultimus Fund Solutions · Full Time · 10 days ago

Ultimus Fund Solutions

🌎 Worldwide 💵 $63000 - $70000 per year ⭐ 2-5 yrs exp 💼 Software Development

The Tax Administrator II is responsible for performing mutual fund regulatory and tax reporting functions to ensure client fund objectives are met. This includes preparing tax work papers, calculating distribution requirements, and gathering information for audits and regulatory inquiries.

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SVP, Associate General Counsel

Ultimus Fund Solutions · Full Time · 14 days ago

Ultimus Fund Solutions

🌎 United States 💵 $200K - $240K per year ⭐ 10+ yrs exp 💼 Legal

The SVP, Associate General Counsel leads the Legal Administration department, overseeing client SEC filings, board meeting materials, and regulatory compliance. They also provide strategic support to business development, manage departmental personnel, and ensure high levels of client satisfaction.

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VP

Ultimus Fund Solutions · Full Time · 17 days ago

Ultimus Fund Solutions

🌎 United States 💵 $175K - $200K per year ⭐ 10+ yrs exp 💼 Others

The Vice President of Fund Accounting oversees fund team operations, ensures high-quality client service, and drives business development initiatives. They are responsible for implementing best practices, managing technical training, and providing leadership to senior management teams.

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Managing Director Enterprise AI Product

Ultimus Fund Solutions · Full Time · 23 days ago

Ultimus Fund Solutions

🌎 United States 💵 $300K - $400K per year ⭐ 10+ yrs exp 💼 Software Development

The Managing Director will define and execute the enterprise AI product roadmap to drive operational efficiency and client excellence. They will lead cross-functional transformation initiatives and partner with executive leadership to scale high-impact AI solutions.

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VP, Legal Counsel

Ultimus Fund Solutions · Full Time · a month ago

Ultimus Fund Solutions

🌎 United States 💵 $145K - $200K per year ⭐ 5-10 yrs exp 💼 Legal

The VP, Legal Counsel provides legal administration services for multiple clients, focusing on SEC filings and board materials. They are responsible for maintaining strong client relationships and mentoring associate staff.

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Senior Paralegal

Ultimus Fund Solutions · Full Time · a month ago

Ultimus Fund Solutions

🌎 Worldwide 💵 $90000 - $120K per year ⭐ 5-10 yrs exp 💼 Legal

Leads legal administration services for mutual fund clients, including the preparation of board materials and SEC regulatory filings. Manages regulatory calendars, corporate governance documents, and provides mentorship to associate staff.

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SVP, Business Development - Public

Ultimus Fund Solutions · Full Time · 2 months ago

Ultimus Fund Solutions

🌎 Worldwide 💵 $175K - $275K per year ⭐ 10+ yrs exp 💼 Sales

Responsible for growing the business by building and executing a pipeline of new business opportunities in fund administration and middle office services. This includes leading the RFP process, managing CRM data, and representing the firm at industry events.

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Account Services Specialist I

Ultimus Fund Solutions · Full Time · 2 months ago

Ultimus Fund Solutions

🌎 Worldwide ⭐ 2-5 yrs exp 💼 Others

The role focuses on creating new accounts, executing financial transactions, and maintaining meticulous records for mutual fund clients. It involves managing redemptions, purchases, and retirement plan transactions while collaborating with internal teams and broker-dealers.

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529 Shareholder Services Specialist II

Ultimus Fund Solutions · Full Time · 2 months ago

Ultimus Fund Solutions

🌎 Worldwide ⭐ 2-5 yrs exp 💼 Others

Responsible for providing transfer agency functions and maintaining accurate records for 529 Plan clients. This includes handling client interactions, processing account enrollments, and performing daily trade reconciliations.

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Senior Oversight Specialist

Ultimus Fund Solutions · Full Time · 4 months ago

Ultimus Fund Solutions

🌎 United States 💵 $55000 - $85000 per year ⭐ 2-5 yrs exp 💼 Others

The Senior Oversight Specialist ensures organizational compliance with AML laws by investigating fraudulent activities and performing KYC identity verifications. The role also involves monitoring transactional data, maintaining internal watchlists, and providing guidance to associates on fraud prevention techniques.

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Senior Data Analytics Engineer

Ultimus Fund Solutions · Full Time · 5 months ago

Ultimus Fund Solutions

🌎 Worldwide 💵 $115K - $165K per year ⭐ 5-10 yrs exp 💼 Software Development

The Senior Data Analytics Engineer develops and maintains analytical models, dashboards, and data products to provide meaningful intelligence across the organization. This role also partners with various teams to deliver scalable analytics solutions aligned with regulatory and client requirements.

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