AI Specialist – Public

Ultimus Fund Solutions

AI Specialist evaluating and training users on public enterprise AI tools for financial-services operations. Driving compliant adoption, operational efficiency, and measurable productivity outcomes.

Posted 8/5/2026full-timeRemote • New York, Ohio, Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in fund operations, transfer agency, and fund accounting, with a strong focus on implementing public AI tools to enhance operational efficiency and compliance. Proven ability to deliver training programs and track performance metrics to drive user adoption and process improvements.

Highest-signal resume keywords

Fund Operations ExperiencePublic Generative AI ToolsTraining Program DevelopmentData Privacy PrinciplesProcess Improvement Identification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fund AccountingTransfer AgencyProcess ImprovementKPI TrackingOperational Support

Soft Skills

Exceptional CommunicationTraining SkillsOperator Mindset

Industry Keywords

Financial ServicesData PrivacyInformation SecurityUser Adoption RatesAI Tool Usage

About the role

Key responsibilities & impact

Evaluate the external market for public AI tools applicable to Fund Accounting, Transfer Agency, and Onboarding
Develop and conduct training programs for operations staff on safe, compliant, and efficient AI tool usage
Provide first-line operational support to teams experimenting with approved external AI applications
Identify high-value operational use cases where a public tool's success justifies internal, proprietary development
Track KPIs related to user adoption rates, training completion, and individual time savings

Requirements

What you’ll need

5+ years of experience in fund operations, transfer agency, or fund accounting
Demonstrated ability to identify process improvements and deliver measurable operational outcomes
Strong familiarity and hands-on experience with public generative AI tools
Ability to work effectively with end-users to drive training and adoption
Deep understanding of data privacy and information security principles within financial services
Exceptional communication and training skills
Operator mindset focused on execution and productivity outcomes

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. AI Specialist – Public Job not on LinkedIn 🔥 1 minute ago 🌾 Nebraska, New York, +2 more states – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Evaluate the external market for public AI tools applicable to Fund Accounting, Transfer Agency, and Onboarding
Develop and conduct training programs for operations staff on safe, compliant, and efficient AI tool usage
Provide first-line operational support to teams experimenting with approved external AI applications
Identify high-value operational use cases where a public tool's success justifies internal, proprietary development
Track KPIs related to user adoption rates, training completion, and individual time savings 🎯 Requirements
5+ years of experience in fund operations, transfer agency, or fund accounting
Demonstrated ability to identify process improvements and deliver measurable operational outcomes
Strong familiarity and hands-on experience with public generative AI tools
Ability to work effectively with end-users to drive training and adoption
Deep understanding of data privacy and information security principles within financial services
Exceptional communication and training skills
Operator mindset focused on execution and productivity outcomes 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 AWS Certified AI Practitioner 🔥 19 minutes ago Koniag Government Services 1001 - 5000 🏛️ Government 🎖️ Defense 💼 Consulting Website LinkedIn All Job Openings AWS AI practitioner designing intelligent automation, predictive analytics, and NLP solutions for a federal IT call center. Optimizing AWS Connect, SageMaker, and serverless workflows in a fully remote role. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence Strategic AI Outcomes Manager 🔥 5 hours ago Jasper 51 - 200 🤖 Artificial Intelligence 📣 Marketing ☁️ SaaS Website LinkedIn All Job Openings Strategic AI advisor helping Jasper’s enterprise marketing customers scale generative AI programs. Driving measurable outcomes, adoption, governance, and executive alignment across customer organizations. 🇺🇸 United States – Remote 💵 $201k - $237k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🤖 Artificial Intelligence 🦅 H1B Visa Sponsor Growth AI Designer 🔥 8 hours ago Retorna 51 - 200 💳 Fintech 👥 B2C Website LinkedIn All Job Openings Growth AI Designer creando campañas visuales y automatizaciones para Retorna, fintech de remesas y pagos transfronterizos. Acelerando la producción mediante IA generativa, integraciones y workflows testeables orientados a métricas de crecimiento. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence 🗣️🇪🇸 Spanish Required AI Marketing & Communications Specialist – AI Practice 🔥 10 hours ago CBIZ 10,000+ employees 🛡️ Insurance 🏥 Healthcare 🏭 Manufacturing Website LinkedIn All Job Openings Marketing Associate supporting CBIZ's AI Advisory & Transformation practice. Coordinating campaigns, content, events, collateral, and reporting for professional-services clients. 🇺🇸 United States – Remote 💵 $60k - $90k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence 🦅 H1B Visa Sponsor Analyst, AI Opportunity – Value Creation 🔥 10 hours ago R1 RCM 10,000+ employees 💼 Consulting 📦 Logistics 🏥 Healthcare Website LinkedIn All Job Openings AI opportunity analyst identifying data-driven automation and efficiency opportunities for R1. Evaluating healthcare revenue-cycle use cases and shaping AI roadmaps with operational and technical stakeholders. 🇺🇸 United States – Remote 💵 $50.5k - $114.1k / year 💰 Private Equity Round on 2024-07 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤖 Artificial Intelligence 🦅 H1B Visa Sponsor View More Artificial Intelligence 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 About us 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