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© All Rights Reserved. ApplyBlast.com
Ultimus Fund Solutions
The Transfer Agency Trainer develops, facilitates, and coordinates formal training programs for the Transfer Agency, collaborating with internal stakeholders and clients to create department-specific training roadmaps. The role involves designing professional presentations, online learning resources, and customized onboarding plans while evaluating training effectiveness to drive continuous improvement. This position requires staying current on industry developments and partnering with teams to address upcoming system deployments and process changes.
Headquarters
Cincinnati, Ohio, United States
Company Size
501-1000 employees
Founded
1999
Ultimus Fund Solutions is a fund services firm that combines institutional-strength operational infrastructure with boutique, client-focused service. They offer fund administration, transfer agency and shareholder services, fund accounting and NAV calculation, middle-/back-office outsourcing, and regulatory/compliance reporting for mutual funds, ETFs, hedge funds and other pooled vehicles. Ultimus emphasizes scalable technology and operational expertise to deliver customized, turnkey solutions and hands‑on relationship management for asset managers, RIAs, broker‑dealers and other financial intermediaries.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ultimus Fund Solutions.
Ultimus Fund Solutions didn’t post a salary, so this is our estimate from similar listings.
8% below the average for this role