Manager, Business Integration

SUMMARY
The Manager, Business Integration is responsible for client integration events, including conversions, mergers, fund launches, reorganizations, share class changes, name changes, and any other fund level product change. Additionally, this role will ensure that client requirements are fully integrated across all Transfer Agent business lines.

KEY ACCOUNTABILITIES
• Gathers and documents client requirements.
• Develops and distributes project plans.
• Prepares weekly event reporting for distribution to Ultimus stakeholders and vendors.
• Performs systems analysis and direct vendors and internal staff as system updates and data mapping.
• Manages client and vendor relationships.
• Coordinates client requirements and directs vendors to implement data mapping and system configuration requirements, as needed.
WORKING RELATIONSHIPS
• Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
• Hosts and coordinates project meetings with stakeholders, including internal associates, clients, and vendors.
• Conducts regular project meetings as scope warrants.
May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE
• Bachelor’s degree in accounting or finance.
• 8-15 years of experience managing transfer agent systems and operational projects.
• 1-2 years of management and leadership experience.
• Experience in business and systems analysis.
KNOWLEDGE
• Power Agent.
• Microsoft Office Suite.
• Adobe Acrobat.
SKILLS AND ABILITIES
• Captures and effectively communicates client requirements to business and technology teams.
• 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.
Equivalent education, experience, and KSA’s will be considered.


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.