Head of Strategic Parnters
Summary:
Build and scale Ultimus’ consultant & COI channel into a consistent, measurable source of new business pipeline and revenue. This role ensures Ultimus is consistently shortlisted and recommended by key industry influencers.
Responsibilities:
Build a tiered coverage strategy across consultants, law firms, and audit partners
Drive pipeline and revenue through COI relationships
Ensure consistent inclusion in RFPs and shortlists
Build deep, multi-level relationships across key firms
Provide market intelligence to product, pricing, and leadership
Lead strategic events and engagement initiatives
Success Metrics
COI-sourced pipeline ($)
COI-influenced pipeline ($)
Win rate on consultant-driven deals
Increase in shortlist inclusion
Depth of Tier 1 relationships
Salesforce tracking of activity and outcomes
Education and Experience
10+ years in asset servicing or consultant relations
Bachelor's Degree or equivalent experience
Masters Degree preferred
Proven commercial impact via relationships
Strong consultant/COI network
Ability to influence RFP outcomes
Deep understanding of fund servicing landscape
Skills and Knowledge:
Commercial impact and pipeline generation
Quality and depth of network
Ability to influence internal stakeholders
Strategic prioritization of relationships
Understanding of value exchange with consultant
Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.