Head of Strategic Partners

Head of Strategic Parnters

Summary:

Build and scale Ultimus’ consultant & COI channel into a consistent, measurable source of new business pipeline and revenue. This role ensures Ultimus is consistently shortlisted and recommended by key industry influencers.

Responsibilities:

• Build a tiered coverage strategy across consultants, law firms, and audit partners
• Drive pipeline and revenue through COI relationships
• Ensure consistent inclusion in RFPs and shortlists
• Build deep, multi-level relationships across key firms
• Provide market intelligence to product, pricing, and leadership
• Lead strategic events and engagement initiatives

Success Metrics

• COI-sourced pipeline ($)
• COI-influenced pipeline ($)
• Win rate on consultant-driven deals
• Increase in shortlist inclusion
• Depth of Tier 1 relationships
• Salesforce tracking of activity and outcomes

Education and Experience

• 10+ years in asset servicing or consultant relations
• Bachelor's Degree or equivalent experience
• Masters Degree preferred
• Proven commercial impact via relationships
• Strong consultant/COI network
• Ability to influence RFP outcomes
• Deep understanding of fund servicing landscape

Skills and Knowledge:

• Commercial impact and pipeline generation
• Quality and depth of network
• Ability to influence internal stakeholders
• Strategic prioritization of relationships
• Understanding of value exchange with consultant

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.