Ultimus Fund Solutions · 2 weeks ago
Head of ETF Products
United States
Full-time
Onsite
Director/Executive
15+ years expUltimus Fund Solutions is seeking a Managing Director, Head of ETF Products to lead the development and growth of their ETF product line. This role will involve strategic planning, business development, compliance oversight, and client relationship management to ensure the success and expansion of the ETF business.
ConsultingFinanceFinancial ServicesInformation Technology
Hiring Manager
Christen Cherry
Responsibilities
Develops and executes a strategic plan to grow the ETF business in partnership with sales
Leads market research and analysis to identify trends and opportunities within the ETF market
Identifies and pursues new business opportunities and partnerships to expand the client base
Represents Ultimus at key industry conferences, including panels and webinars; industry trade groups and committees
Serves in leadership position(s) on the primary ETF-related Industry Committees to further establish Ultimus position as a leader in the marketplace
Develops collateral, presentation materials, whitepapers, and other tools in support of business development and client relationship management
Regularly provides organizational updates with key centers-of-influence including law firms, auditors, exchanges, Market Makers, Custodian, consultants, etc
Accountable for the line of business and for ambitious YoY growth targets
Identifies any product gaps and develop and executes business plans to close them
Engages with internal and external stakeholders to ensure relevant licensing is in place
Ensures compliance with all relevant regulatory requirements for Exchange Traded Products
Works closely with legal and compliance teams to maintain up-to-date knowledge of regulatory changes and implements necessary adjustments
Works closely with the sales team to ensure we have a robust competitor analysis, and a leading-edge product suite with global coverage, and within our risk appetite
Manages change and develop risk mitigation plans
Participation in selection and monitoring implementation of technology solutions to support the ETF business
Oversees day-to-day operations, ensuring efficiency and effectiveness
Establishes and monitors key performance indicators (KPIs) to track progress and performance
Builds and maintains strong relationships with ETF clients, ensuring prominent levels of satisfaction and retention
Develops and implements strategies to enhance client engagement and grows assets under management
Executive coverage of the largest, most important, and/or most complex clients, prospects, territories, accounts, or internal relationships
Monitors financial performance and implements strategies to achieve revenue and profitability targets
Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions
Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues
Establishes team and individual goals for department
Fosters performance of associates and the processes used by them; holds the associates accountable for their work
Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used
Interfaces with the C-Suite independently
Consults with the team of Relationship and Client Service Delivery Managers that monitor KPIs and KPIs to ensure client satisfaction is consistently reviewed
Develops and maintains strategic relationships with senior firm/business line management
Qualification
Required
Advanced degree (MBA, CFA)
Bachelor's degree in finance, business administration, or a related field
15 years of experience in the ETF sector
7-10 years of management and leadership experience
Experience with international exchange traded products
Proven record of leadership and success in managing and growing similar financial products
The ability to manage a P&L
Strong leadership skills managing large teams of associates and providing direction on complex business needs
Fosters a collaborative and innovative culture within the team
Strong background in business development and client relationship management
Exceptional leadership, communication, and people skills
Strong analytical and problem-solving abilities
Ability to work effectively in a global, demanding environment
Aligns associates with company values and goals
Plans and delegates the work of others
Motivates and inspires others
Assesses the performance of self and associates to make improvements or take corrective action
Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures
Troubleshoots issues utilizing creative and critical thinking skills
Multitasking, analytical, and organizational skills
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness
Demonstrates personal integrity, responsibility, and accountability
Effectively uses resources such as time and information in conjunction with associates
Participates in solving problems and making decisions
Presents and expresses ideas and information, written and oral, clearly, and concisely
Actively listens to others to achieve understanding and supports an open exchange of ideas and information
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion
ETF products and market trends
Microsoft Office Suite
Adobe Acrobat
Company
Ultimus Fund Solutions
Ultimus Fund Solutions, LLC provides highly customized and comprehensive mutual fund services to small and medium size mutual fund groups.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-11-19Acquired
2012-06-18Private Equity
Leadership Team
Gary Tenkman
CEO
Jason Stevens
Chief Technology Officer
Recent News
2026-01-20
EIN Presswire
2025-12-15
2025-12-10
Company data provided by crunchbase