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Ultimus LeverPoint Private Fund Solutions · 22 hours ago

Vice President - Business Development

United States

Full-time

Remote

Senior Level

$120K/yr - $180K/yr

5+ years exp

Ultimus LeverPoint Private Fund Solutions is seeking a Vice President of Business Development to grow their business by building and managing a pipeline of new opportunities in fund administration and middle office services. The role involves cultivating sales leads, managing the sales process, and ensuring successful implementation of new business.

Accounting

Hiring Manager

Steve Fites

Responsibilities

Cultivate sales leads and a pipeline of new business opportunities, including prospects launching funds and take-away business from competitors

Serve as primary point of contact for prospects during initial stages of the sales process. Involve subject matter experts, technical experts, senior management personnel and firm leadership at appropriate points in middle and late stages

Manage the process of responding to due diligence questionnaires, RFP’s and RFI’s for assigned prospects

Work closely with Sales Support to produce deliverables; NDA’s, proposals, contracts, RFP’s, questionnaires, presentations, etc

Ensure that new business is successfully implemented and transitioned to ongoing servicing team(s)

Maintain understanding of functional and technical aspects of the firm’s capabilities and benefits, industry trends, and client needs, using the understanding to win business

Maintain up to date knowledge of competitors’ service offerings and delivery, participating in competitive research as assigned

Represent the firm at conferences, trade shows, networking events, seminars, and marketing events

Populate and update leads, contact information, sales opportunities and other relevant data in the CRM system. Prepare and submit status reports (i.e., Deal and Call Reports) as needed

Contribute to marketing activities

Qualification

Financial services experienceSalesForce proficiencyRFP/RFI process managementNetwork of fund managersFinancial markets knowledgeAnalytical skillsRelationship managementVerbal skillsMicrosoft Office proficiencyAttention to detailWritten skillsWork ethicIntegrity

Required

Minimum of 5-7 years of relevant experience in financial services, fintech, banking, fund administration in private equity, credit, hedge fund space

Bachelor's Degree preferred, or equivalent combination of education, training, and work experience required

Experience in financial markets and asset management

Strong attention to detail and ability to handle complex engagements

High energy, strong self-confidence, strategic mind to lead and/or contribute to discussion with various stakeholders at senior levels

Able to sell complex solutions to clients, and apply relationship management and analytical skills to handle client requests/objections in an appropriate manner

Demonstrated ability to lead the entire RFP or RFI process and consistently meet sales targets

High level of proficiency with Microsoft Excel, PowerPoint, Word, and Outlook

Strong verbal and written skills are essential

Possess a strong work ethic, and uncompromising integrity

Availability for travel up to 30% of the time

Preferred

Bachelor's Degree preferred, or equivalent combination of education, training, and work experience required

A growing network of fund managers, sponsors, trustees, law firms and other influencers preferred, including ability to interact with C-Level executives

Proficiency with SalesForce or other CRM is desirable