Jobs at Ultimus Fund Solutions (Now Hiring) — 51 open — Page 3

SUMMARY

The SVP, Business Development – Public is responsible for growing the business by building, managing, and executing to close a pipeline of new business in assigned categories. Additionally, this role sells fund administration and middle office services.

 

KEY ACCOUNTABILITIES

• 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.

WORKING RELATIONSHIPS

• Serves as the primary point of contact for prospects during initial stages of the sales process involving subject matter experts, technical experts, senior management personnel, and firm leadership at appropriate points in the middle and late stages.
• Works closely with Sales Support to produce deliverables, NDA’s, proposals, contracts, RFP’s, questionnaires, presentations, etc.
• Availability for travel up to 50% of the time.

May perform other duties as required and assigned.

 

EDUCATION AND EXPERIENCE

• 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.

KNOWLEDGE

• SalesForce or other CRM.
• Financial markets and asset management.
• Microsoft Office Suite.
• Adobe Acrobat.

SKILLS AND ABILITIES

• Possesses a strong work ethic and uncompromising integrity.
• High energy, strong self-confidence, strategic mind to lead and/or contribute to discussion with various stakeholders at senior levels.
• Sells complex solutions to clients and applies relationship management and analytical skills to manage client requests and objections in an appropriate manner.
• Aligns associates with company values and goals.
• Plans and delegates the work of others.
• Motivates and inspires others.
• Assesses the performance of self and associates to make improvements or take corrective action.
• Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates personal integrity, responsibility, and accountability.
• Effectively uses resources such as time and information in conjunction with associates.
• Participates in solving problems and making decisions.
• Presents and expresses ideas and information, written and oral, clearly, and concisely.
• Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

 

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.