Managing Director – Enterprise AI Product

Ultimus Fund Solutions

Managing Director, Enterprise AI Product, driving AI strategy for operational efficiency and client outcomes. Overseeing development, implementation, and adoption of enterprise AI solutions across the organization.

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in driving enterprise AI product strategy to enhance revenue growth and operational efficiency, while leading cross-functional initiatives in financial services. Proficient in establishing KPIs for performance improvement and advising senior leadership on AI governance and investments.

Highest-signal resume keywords

AI Product StrategyCross-Functional TransformationFinancial Services ExperienceKPI DevelopmentAI Governance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AI Solutions DevelopmentAdvanced AnalyticsAutomationOperational EfficiencyClient Experience Improvement

Soft Skills

LeadershipCollaborationStrategic Thinking

Tools & Technologies

Microsoft Office SuiteAdobe Acrobat

Industry Keywords

Fund AccountingTransfer AgencyOnboardingConsultingOperations

About the role

Key responsibilities & impact

Defines and drives enterprise AI product strategy aligned to revenue growth, operational efficiency, and client outcomes.
Leads cross-functional transformation initiatives redesigning core workflows across Fund Accounting, Transfer Agency, and Onboarding.
Partners with business leaders to identify and prioritize high-impact AI use cases.
Oversees the development and deployment of AI solutions leveraging internal teams and external partners.
Drives enterprise-wide adoption and behavior change across business units.
Advises CEO and senior leadership on AI priorities, investments, and governance.
Establishes KPIs tied to efficiency gains, cost reduction, error reduction, and client experience improvements.

Requirements

What you’ll need

8–15+ years of experience across consulting, operations, product, or technology roles.
Experience in financial services or fund administration.
Equivalent education and experience will be considered.
Exposure to AI, automation, or advanced analytics; strong conceptual understanding.
Microsoft Office Suite.
Adobe Acrobat.

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. Managing Director – Enterprise AI Product Job not on LinkedIn 🔥 48 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🔴 Lead 🤖 Artificial Intelligence Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Defines and drives enterprise AI product strategy aligned to revenue growth, operational efficiency, and client outcomes.
Leads cross-functional transformation initiatives redesigning core workflows across Fund Accounting, Transfer Agency, and Onboarding.
Partners with business leaders to identify and prioritize high-impact AI use cases.
Oversees the development and deployment of AI solutions leveraging internal teams and external partners.
Drives enterprise-wide adoption and behavior change across business units.
Advises CEO and senior leadership on AI priorities, investments, and governance.
Establishes KPIs tied to efficiency gains, cost reduction, error reduction, and client experience improvements. 🎯 Requirements
8–15+ years of experience across consulting, operations, product, or technology roles.
Experience in financial services or fund administration.
Equivalent education and experience will be considered.
Exposure to AI, automation, or advanced analytics; strong conceptual understanding.
Microsoft Office Suite.
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