We are seeking a Senior Marketing Manager, Private Fund Services to support Ultimus Fund Solutions' private capital business, including private equity, private credit, hedge funds, and other ...
71 Ultimus Jobs Hiring Near You
We are seeking a Senior Marketing Manager, Private Fund Services to support Ultimus Fund Solutions' private capital business, including private equity, private credit, hedge funds, and other ...
SUMMARY The Senior Legal Administrator leads the provision of legal administration services for Ultimus' mutual fund clients. Additionally, this role will lead the preparation of board materials and ...
SUMMARY The Senior Legal Administrator leads the provision of legal administration services for Ultimus' mutual fund clients. Additionally, this role will lead the preparation of board materials and ...
With review by a more senior attorney, drafts Ultimus contract amendments (and, if needed, contracts) for services provided to assigned clients. * Ensures the completion of (or, if appropriate ...
With review by a more senior attorney, drafts Ultimus contract amendments (and, if needed, contracts) for services provided to assigned clients. * Ensures the completion of (or, if appropriate ...
SUMMARY The Tax Administrator I is responsible for performing mutual fund regulatory and tax reporting functions in a manner that ensures fund objectives are met for the clients of Ultimus Fund ...
SUMMARY The Tax Administrator I is responsible for performing mutual fund regulatory and tax reporting functions in a manner that ensures fund objectives are met for the clients of Ultimus Fund ...
... Ultimus Fund Solutions. KEY ACCOUNTABILITIES * Prepares quarterly, semi-annual, and annual financial reports for assigned funds. * Prepares and maintains expense budgets and accruals, as needed ...
... Ultimus Fund Solutions. KEY ACCOUNTABILITIES * Prepares quarterly, semi-annual, and annual financial reports for assigned funds. * Prepares and maintains expense budgets and accruals, as needed ...
Additionally, this role will have full ownership of execution, analytics, and reporting across digital channels facilitating Ultimus Fund Solutions' growth strategy. KEY ACCOUNTABILITIES STRATEGY
Additionally, this role will have full ownership of execution, analytics, and reporting across digital channels facilitating Ultimus Fund Solutions' growth strategy. KEY ACCOUNTABILITIES STRATEGY
AVP, Fund Compliance - Mutual Funds
$124.40K - $166.90K/yr
... for Ultimus Fund Solutions (UFS) clients. KEY ACCOUNTABILITIES FINANCIAL COMPLIANCE * Monitors fund compliance on a daily and monthly basis with consideration of investment detailed Prospectus ...
AVP, Fund Compliance - Mutual Funds
$124.40K - $166.90K/yr
... for Ultimus Fund Solutions (UFS) clients. KEY ACCOUNTABILITIES FINANCIAL COMPLIANCE * Monitors fund compliance on a daily and monthly basis with consideration of investment detailed Prospectus ...
SUMMARY The Lead Dealer Services Operations Specialist is responsible for supporting all functions related to NSCC and Dealer operations. KEY ACCOUNTABILITIES OPERATIONAL DUTIES * Monitors reports ...
SUMMARY The Lead Dealer Services Operations Specialist is responsible for supporting all functions related to NSCC and Dealer operations. KEY ACCOUNTABILITIES OPERATIONAL DUTIES * Monitors reports ...
SUMMARY The Analyst I, Middle Office Service Delivery is responsible for the support of the post-execution life cycle of trade, security, and cash activities of an assigned set of separately managed ...
SUMMARY The Analyst I, Middle Office Service Delivery is responsible for the support of the post-execution life cycle of trade, security, and cash activities of an assigned set of separately managed ...
SUMMARY The Senior Oversight Specialist is responsible for ensuring the organization's compliance with all applicable anti-money laundering (AML) laws and regulations. Additionally, this role ...
SUMMARY The Senior Oversight Specialist is responsible for ensuring the organization's compliance with all applicable anti-money laundering (AML) laws and regulations. Additionally, this role ...
Associate Manager
Milwaukee, WI · On-site
Associate Manager - Fund Summary Description The Associate Manager provides daily accounting support for the Fund Team and is responsible for all areas relating to client financial reporting. The ...
Associate Manager
Milwaukee, WI · On-site
Associate Manager - Fund Summary Description The Associate Manager provides daily accounting support for the Fund Team and is responsible for all areas relating to client financial reporting. The ...
Private Credit Analyst
Columbus, OH · On-site
Summary Private Credit Analyst is responsible processing of day-to-day credit workflow on behalf of their clients. Private Credit Analyst responsibilities consist of processing the daily data feeds ...
Private Credit Analyst
Columbus, OH · On-site
Summary Private Credit Analyst is responsible processing of day-to-day credit workflow on behalf of their clients. Private Credit Analyst responsibilities consist of processing the daily data feeds ...
SUMMARY The Confluence Support Analyst is responsible for supporting the implementation and continuous enhancement of the Confluence financial reporting platform for the Financial Administration ...
SUMMARY The Confluence Support Analyst is responsible for supporting the implementation and continuous enhancement of the Confluence financial reporting platform for the Financial Administration ...
SUMMARY The AVP, Account Services is responsible for ensuring core PowerAgent functions are operating and configured to effectively meet client needs. KEY ACCOUNTABILITIES MANAGING DAILY SYSTEM ...
SUMMARY The AVP, Account Services is responsible for ensuring core PowerAgent functions are operating and configured to effectively meet client needs. KEY ACCOUNTABILITIES MANAGING DAILY SYSTEM ...
Staff Accountant I
Albany, NY · On-site
$54.60K - $72K/yr
Staff Accountant - Fund Summary The Staff Accountant (Fund) is responsible for the maintenance of daily cash transactions and general ledger for client funds, preparing quarterly financial statements ...
Staff Accountant I
Albany, NY · On-site
$54.60K - $72K/yr
Staff Accountant - Fund Summary The Staff Accountant (Fund) is responsible for the maintenance of daily cash transactions and general ledger for client funds, preparing quarterly financial statements ...
SUMMARY The Account Services Specialist I is integral to our transfer agency operations, focusing on the creation of new accounts, execution of financial transactions, and meticulous record-keeping ...
SUMMARY The Account Services Specialist I is integral to our transfer agency operations, focusing on the creation of new accounts, execution of financial transactions, and meticulous record-keeping ...
Manager, Private Equity Funds
$69.60K - $95.40K/yr
Responsibilities * Oversee the preparation and distribution of quarterly financial statements to the Limited Partners to report information regarding the performance of the Fund; * Oversee the ...
Manager, Private Equity Funds
$69.60K - $95.40K/yr
Responsibilities * Oversee the preparation and distribution of quarterly financial statements to the Limited Partners to report information regarding the performance of the Fund; * Oversee the ...
SUMMARY The Regulatory Reporting Specialist is responsible for processing and reconciling mutual fund tax reporting, monitoring reporting outputs, and overseeing shareholder accounts to ensure the ...
SUMMARY The Regulatory Reporting Specialist is responsible for processing and reconciling mutual fund tax reporting, monitoring reporting outputs, and overseeing shareholder accounts to ensure the ...
SUMMARY The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services. KEY ACCOUNTABILITIES SYSTEM ...
SUMMARY The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services. KEY ACCOUNTABILITIES SYSTEM ...
SUMMARY The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on data optimization, reporting, and process improvement. This ...
SUMMARY The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on data optimization, reporting, and process improvement. This ...
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Posted 8 days ago
Job description
We are seeking a Senior Marketing Manager, Private Fund Services to support Ultimus Fund Solutions’ private capital business, including private equity, private credit, hedge funds, and other alternative investment structures. This role is responsible for end-to-end strategy, development, and execution of product- and segment-specific marketing programs that support awareness, engagement, and sales enablement for private fund clients and prospects.
Strategy
- Define marketing priorities in alignment with go-to-market strategies for Ultimus Private Fund Services.
- Help define messaging and positioning for Private Fund Services across channels including hosted events, website, social media, paid media, industry publications, and through co-marketing initiatives.
- Identify campaign themes aligned to market developments, product and sales priorities.
- Help define ideal client profiles for private fund prospects and develop accountbased marketing strategies that prioritize highvalue accounts, consultants, influencers, and buying groups.
- Help define, own, and manage marketing budget for Ultimus Private Fund Services.
- Participate in annual strategy planning with commercial and private fund services business leadership.
- Ongoing audit of key competitor activities.
- Participate in relevant monthly product steering committee meetings.
Content and campaign execution
- Identify market trends to inform content and campaign development.
- Create and manage a calendar (annual, quarterly, monthly) for high quality content across the private fund business and various customer segments.
- Create blogs, whitepapers, case studies, webinars, videos, and collateral for private fund audiences.
- Partner with subject matter experts to translate technical and regulatory topics into clear market-facing content.
- Own strategy and development for sales enablement materials including pitch decks, fact sheets, and product overviews.
- Manage vendors, agencies, and other third parties as needed to achieve campaign goals.
- Lead the strategy for industry events (e.g., GAIM, SuperReturn, PEI forums); pre-event outreach and post-event lead nurturing to ensure maximum ROI from sponsorships. Occasionally join sales and business teams at key events.
Digital and integrated marketing
- Collaborate with demand generation and corporate marketing on digital campaigns, press releases, and landing pages.
- Support webinar and virtual event development, promotion, and follow-up.
Performance tracking and optimization
- Monitor engagement and campaign metrics and provide insights to leadership.
- Refine messaging and content based on performance data and sales feedback.
Related experience and skills
- 7-10 years experience in B2B marketing, ideally in financial services.
- Proven track record of owning end-to-end strategy for messaging, positioning, and buyer segmentation for B2B product and service lines.
- Excellent communication skills, with the ability to simplify complex technical concepts for various audiences.
- Strong stakeholder management skills.
- Travel may be required up 10%.
About Ultimus
Sourced by ZipRecruiter
Industry
Software development
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
1994