VP, Business Development

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 assigned categories.
• 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, networking events, and seminars.
• Contribute to the development of marketing strategies, plans, and thought leadership.
• Act as the primary point of contact for prospects during the initial stages of the sales process.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• 5-7 years of experience in financial services, fintech, banking, or fund administration.
• Proven experience working within the private equity, credit, or hedge fund space.
• Experience engaging and navigating complex organizations.
• Management or leadership experience.
• Proficiency with Salesforce or other CRM platforms.
• Strong knowledge of financial markets and asset management.
• Ability to travel up to 50% of the time.

Preferred Qualifications

• An established network of fund managers, sponsors, trustees, and law firms.
• Demonstrated ability to interact effectively with C-Level executives.

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.