Middle Office Ops Lead — Client Delivery

Ultimus Fund Solutions; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

Ultimus Fund Solutions in Denver seeks a Middle Office Assistant Manager, Service Delivery to oversee day-to-day operations and supervise direct reports, ensuring daily deliverables meet client requirements and high service standards. This role requires experience in accounting or middle/back-office operations, strong leadership, and ability to train staff and implement process improvements.

Travel is minimal.

Qualifications

• Bachelor's degree in finance, business management, or related field.
• 3+ years of experience in Accounting, Middle and/or Backoffice operations.
• Equivalent education and experience will be considered.

Responsibilities

• Oversee day-to-day operations to ensure timely, accurate client deliverables.
• Supervise staff performance and provide mentoring and training as needed.
• Ensure adherence to KPIs, SLAs, and internal control requirements.
• Document and train staff on processes and onboarding for new clients.
• Assist with business continuity planning and audits when applicable.
• Collaborate to define and onboard new services and vendor products.

Skills

Staff management

KPI monitoring

Client service

Financial operations

Process improvement

Training & onboarding

Education

Bachelor's degree in finance or related field

Tools

FIS InvestOne

Bloomberg

Order Management Systems

Job description

Ultimus Fund Solutions in Denver seeks a Middle Office Assistant Manager, Service Delivery to oversee day-to-day operations and supervise direct reports, ensuring daily deliverables meet client requirements and high service standards. This role requires experience in accounting or middle/back-office operations, strong leadership, and ability to train staff and implement process improvements.

Travel is minimal.