VP, Business Development – Public

Ultimus Fund Solutions

VP, Business Development overseeing growth and execution of new business in financial services sector. Engaging with clients and executing strategies to close sales leads.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in generating sales leads and managing the RFP and RFI processes within the financial services sector. Possesses strong networking abilities and a deep understanding of industry trends to effectively engage with C-Level executives and drive new business opportunities.

Highest-signal resume keywords

Sales Lead GenerationRFP/RFI ManagementCRM Database ManagementFinancial Services ExperienceNetworking with C-Level Executives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Pipeline DevelopmentDue Diligence Questionnaire ResponseCompetitive ResearchMarketing Strategy DevelopmentStatus Report Preparation

Soft Skills

Leadership ExperienceInterpersonal CommunicationCollaborationProblem Solving

Tools & Technologies

CRM System

Industry Keywords

Financial ServicesFintechBankingFund AdministrationPrivate EquityHedge Fund

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, RFPs, and RFIs 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, or equivalent combination of education, training, and work experience.
5-7 years of relevant experience in financial services, fintech, banking, fund administration in private equity, credit, hedge fund space.
A growing 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

Availability for travel up to 50% of the time.