Head of Strategic Partners

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