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SVP, Business Development – Public
Ultimus Fund SolutionsSVP, Business Development responsible for closing new business opportunities and managing sales leads. Requires strong experience in financial services, fintech, or related fields.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in generating sales leads and managing the RFP and RFI processes within the financial services sector, leveraging a strong network to engage with C-Level executives and drive new business opportunities.
Highest-signal resume keywords
Sales Lead GenerationRFP ManagementCRM Database ManagementFinancial Services ExperienceNetwork of Fund Managers
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline DevelopmentDue Diligence Questionnaire ResponseCompetitive ResearchMarketing Strategy DevelopmentStatus Report Preparation
Soft Skills
LeadershipInterpersonal CommunicationNetworking
Tools & Technologies
CRM System
Industry Keywords
Financial ServicesFintechBankingFund AdministrationC-Level Engagement
About the role
Key responsibilities & impact- Generates sales leads and a pipeline of new business opportunities, including prospects for launching funds and take-away business from competitors.
- Leads and coordinates the process of responding to due diligence questionnaires, RFP’s, and RFI’s for assigned prospects.
- Maintains a database of sales opportunities with relevant information in the CRM system.
- Ensures that new business is successfully implemented and transitioned to ongoing servicing team(s).
- Maintains understanding of functional and technical aspects of the firm’s capabilities and benefits, industry trends, and client needs, using the understanding to win business.
- Maintains up to date knowledge of competitors’ service offerings and delivery, participating in competitive research as assigned.
- Assists with the roll out of new services by identifying beta partners.
- Represents the firm at conferences, trade shows, networking events, seminars, and marketing events.
- Populates and updates leads, contact information, and other relevant data in the CRM system.
- Prepares and submits status reports (i.e., Deal and Call Reports) as needed.
- Contributes to the development of marketing strategies and plans; participates in execution as assigned including thought leadership.
- Leads the entire RFP or RFI process and consistently meet sales targets.
Requirements
What you’ll need- Bachelor's Degree preferred, or equivalent combination of education, training, and work experience.
- 10-12 years of relevant experience in financial services, fintech, banking, or fund administration.
- A strong existing network of fund managers, sponsors, trustees, law firms, and other influencers preferred, including the ability to interact with C-Level executives.
- Proven experience with engaging complex organizations.
- Management and/or leadership experience.
- Equivalent education and experience will be considered.
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Ultimus Fund Solutions Website LinkedIn All Job Openings 501 - 1000 employees 💸 Finance ☁️ SaaS 🤝 B2B 💰 Private equity on 2012-07 Finance
- SaaS
- B2B Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates. SVP, Business Development – Public 🔥 47 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🔴 Lead 💰 Business Development (BDR) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Generates sales leads and a pipeline of new business opportunities, including prospects for launching funds and take-away business from competitors.
- Leads and coordinates the process of responding to due diligence questionnaires, RFP’s, and RFI’s for assigned prospects.
- Maintains a database of sales opportunities with relevant information in the CRM system.
- Ensures that new business is successfully implemented and transitioned to ongoing servicing team(s).
- Maintains understanding of functional and technical aspects of the firm’s capabilities and benefits, industry trends, and client needs, using the understanding to win business.
- Maintains up to date knowledge of competitors’ service offerings and delivery, participating in competitive research as assigned.
- Assists with the roll out of new services by identifying beta partners.
- Represents the firm at conferences, trade shows, networking events, seminars, and marketing events.
- Populates and updates leads, contact information, and other relevant data in the CRM system.
- Prepares and submits status reports (i.e., Deal and Call Reports) as needed.
- Contributes to the development of marketing strategies and plans; participates in execution as assigned including thought leadership.
- Leads the entire RFP or RFI process and consistently meet sales targets. 🎯 Requirements
- Bachelor's Degree preferred, or equivalent combination of education, training, and work experience.
- 10-12 years of relevant experience in financial services, fintech, banking, or fund administration.
- A strong existing network of fund managers, sponsors, trustees, law firms, and other influencers preferred, including the ability to interact with C-Level executives.
- Proven experience with engaging complex organizations.
- Management and/or leadership experience.
- Equivalent education and experience will be considered. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Director, Growth & Business Development 🔥 1 hour ago Marketbridge 201 - 500 📣 Marketing 🏥 Healthcare 💼 Consulting Website LinkedIn All Job Openings Director of Growth & Business Development at Marketbridge driving B2B business opportunities. Leading proactive outreach and integrated solution development with a focus on client growth challenges. 🇺🇸 United States – Remote 💵 $175k - $250k / year 💰 Private Equity Round on 2023-11 ⏰ Full Time 🔴 Lead 💰 Business Development (BDR) Director, Business Development – Value and Access 🔥 4 hours ago Red Nucleus 501 - 1000 🏥 Healthcare 💼 Consulting 🏭 Manufacturing Website LinkedIn All Job Openings Director of Business Development responsible for selling Red Nucleus’ Value and Access solutions to pharmaceutical clients. Focusing on new business generation and client relationship advancement. 🇺🇸 United States – Remote ⏰ Full Time 🔴 Lead 💰 Business Development (BDR) 🦅 H1B Visa Sponsor Director of Business Development – Outbound 🔥 7 hours ago Movers+Shakers 51 - 200 📣 Marketing 🤝 B2B 📱 Media Website LinkedIn All Job Openings Director of Business Development managing outbound partnerships for Movers+Shakers. Identifying clients, building relationships, and generating leads to drive growth. 🇺🇸 United States – Remote 💵 $140k - $175k / year ⏰ Full Time 🔴 Lead 💰 Business Development (BDR) Director – Business Development 🔥 7 hours ago Guardian Industries - DeWitt - 🏭 Manufacturing 🏗️ Construction Website LinkedIn All Job Openings Director of Business Development at Molex responsible for leading the Optical Connectivity team. Setting strategy, developing talent, and driving sustainable growth. 🇺🇸 United States – Remote 💵 $180k - $230k / year ⏰ Full Time 🔴 Lead 💰 Business Development (BDR) Vice President – Business Development 🔥 7 hours ago Guardian Industries - DeWitt - 🏭 Manufacturing 🏗️ Construction Website LinkedIn All Job Openings Vice President of Business Development for DEPCOM Power, focusing on driving sales in the renewable sector. Seeking a leader to manage relationships and market opportunities in solar and BESS. 🇺🇸 United States – Remote 💵 $180k - $230k / year ⏰ Full Time 🔴 Lead 💰 Business Development (BDR) View More Business Development Representative (BDR) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs