SVP, Business Development - Public

Responsibilities

• Generate sales leads and build a pipeline of new business opportunities, including fund launches and competitor take-away business.
• Lead and coordinate the response process for due diligence questionnaires, RFPs, and RFIs.
• Sell fund administration and middle office services to target prospects.
• Maintain accurate sales opportunity data and contact information within the CRM system.
• Ensure successful implementation and transition of new business to ongoing servicing teams.
• Represent the firm at industry conferences, trade shows, and networking events.
• Contribute to the development of marketing strategies, plans, and thought leadership.
• Collaborate with Sales Support to produce NDAs, proposals, contracts, and presentations.

Requirements

• 10-12 years of relevant experience in financial services, fintech, banking, or fund administration.
• Proven experience engaging complex organizations and interacting with C-Level executives.
• Strong existing network of fund managers, sponsors, trustees, and law firms.
• Demonstrated leadership or management experience.
• Proficiency in Salesforce or other CRM platforms.
• Deep knowledge of financial markets and asset management.
• Ability to travel up to 50% of the time.

Preferred Qualifications

• Bachelor's Degree in a relevant field.
• Experience selling complex financial solutions and managing client objections.

About the Company

Ultimus provides specialized services to the investment management industry, focusing on fund administration and middle office solutions to help clients manage their business effectively.