The EVP, Relationship Management is responsible for overseeing the Ultimus client relationship managers including monitoring and ensuring client satisfaction, assuring client retention, enhancing revenue, pursuing cross-sales opportunities contract renewals, and profitability, communicating business changes, and overall leadership of the client management processes and team. Key Accountabilities. Oversees the client relationship management team p...
The EVP, Relationship Management is responsible for overseeing the Ultimus client relationship managers including monitoring and ensuring client satisfaction, assuring client retention, enhancing revenue, pursuing cross-sales opportunities contract renewals, and profitability, communicating business changes, and overall leadership of the client management processes and team. Key Accountabilities. . Oversees the client relationship management team...
The EVP, Relationship Management is responsible for overseeing the Ultimus client relationship managers including monitoring and ensuring client satisfaction, assuring client retention, enhancing revenue, pursuing cross-sales opportunities contract renewals, and profitability, communicating business changes, and overall leadership of the client management processes and team. Key Accountabilities. Oversees the client relationship management team p...
The EVP, Relationship Management is responsible for overseeing the Ultimus client relationship managers including monitoring and ensuring client satisfaction, assuring client retention, enhancing revenue, pursuing cross-sales opportunities contract renewals, and profitability, communicating business changes, and overall leadership of the client management processes and team. Key Accountabilities. . Oversees the client relationship management team...
SUMMARY. The VP, Relationship Management - ETF is responsible for developing and retaining assigned client and trust level relationships and assisting in establishing and meeting firm goals including retaining existing business, growing wallet share and developing and executing strategic client relationship plans. Additionally, this role will provide a consultative approach with clients and internal groups on new products, services, and industry ...
SUMMARY. The Content Coordinator is responsible for assisting and supporting the Marketing team with various Marketing functions and initiatives, aligning with the overall goals and objectives of the department to raise brand awareness and generate more interest. Additionally, this role will focus on select Marketing projects, such as creating, editing, and publishing content for various channels. KEY COMPETENCIES. Maintains consistent brand voic...
SUMMARY. The Paralegal I is responsible for performing general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution of board materials and regulatory filings. KEY ACCOUNTABILITIES. LEGAL ADMINISTRATION. Prepares client registration statement updates, client SEC filings and forms, and distributes client board and committee materials (includ...
SUMMARY. The Shareholder Services Specialist I is responsible for providing various contact center and transfer agency functions. This position requires mutual fund knowledge and will interact directly with shareholders, financial representatives, team members and management. . KEY ACCOUNTABILITIES. SHAREHOLDER AND FINANCIAL REPRESENTATIVE SUPPORT. Answers questions regarding existing mutual funds serviced. Knowledge obtained from mutual fund web...
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 for our mutual fund clients. Additionally, this role entails minimal direct client interaction but requires substantial collaboration with internal team members. KEY ACCOUNTABILITIES. Accurately inputs customer data from applications to set up new acc...
SUMMARY. The EDGAR Filing Agent is responsible for converting and filing documents with the Securities and Exchange Commission (SEC) on EDGAR systems using desktop software. . KEY ACCOUNTABILITIES. EDGAR CONVERSIONS. Converts and submits level 1-2 EDGAR filings with no guidance from management. Converts and submits level 3 EDGAR filings with guidance from management. Provides high-quality and prompt turn-around of converted EDGAR documents allowi...
SUMMARY. The Fund Accountant I is responsible for performing various fund valuation processes for the calculation of the net asset valuations (NAV’s) of an assigned set of mutual funds or investment products. KEY ACCOUNTABILITIES. Updates, analyzes, and reconciles all security trading activity received from the fund advisor daily. Ensures all fund transactions are properly recorded in the accounting system. Applies accounting and finance principl...
