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71 Ultimus Jobs Hiring Near You

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Senior Legal Administrator

Hauppauge, NY · On-site

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 ...

ultimus

VP, Legal Counsel

Hauppauge, NY

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 ...

ultimus

Tax Administrator I

Hauppauge, NY · On-site

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

AVP, Fund Compliance - Mutual Funds

Hauppauge, NY · On-site

$126.90K - $170.30K/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 ...

ultimus

Analyst I, Middle Office

Englewood, CO · On-site

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 ...

ultimus

Senior Oversight Specialist

Hauppauge, NY · On-site

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 ...

ultimus

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 ...

ultimus

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 ...

ultimus

AVP, Account Services

Hauppauge, NY · On-site

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 ...

ultimus

Confluence Support Analyst

Columbus, OH · On-site

SUMMARY The Confluence Support Analyst is responsible for supporting the implementation and continuous enhancement of the Confluence financial reporting platform for the Financial Administration ...

ultimus

Account Services Specialist I

Hauppauge, NY · On-site

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 ...

ultimus

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 ...

ultimus

Manager, Private Equity Funds

Philadelphia, PA

$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 ...

ultimus

Regulatory Reporting Specialist

Hauppauge, NY · On-site

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 ...

ultimus

Business Systems Analyst

Hauppauge, NY · On-site

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 ...

ultimus

Business Systems Analyst

Cincinnati, OH · On-site

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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Senior Marketing Manager, Private Fund Services

Senior Marketing Manager, Private Fund Services

ultimus

Philadelphia, PA

Other

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%.

Apply