Todd Heim

About Todd Heim

Service and relationship manager with proven experience advocating for client…

Experience

1. Senior Vice President, Relationship Management

   Ultimus Fund Solutions

   Apr 2014 — Present · Cincinnati, OH, US

   Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S, offers full-service, tech-enhanced fund administration, middle office and investor servicing solutions to support registered funds, private funds and public plans.By combining cutting edge technology with high-touch consultative services, we provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.Our experienced teams across all our operational teams consist of seasoned, confident investment industry professionals who thrive on working proactively in partnership with our clients to achieve their November 2023 to Present: As a Senior Vice President in Ultimus’ Relationship Management team, manages strategic relationships and other Ultimus Relationship Managers who all combine to promote the highest levels of client satisfaction allowing clients to meet their business goals. • January 2021 to Present: President, Ultimus Managers Trust• July 2014 to January 2021: Vice President, Ultimus Managers Trust• June 2018 to November 2023: As VP, Relationship Management Director, manages strategic relationships with key Ultimus clients, promoting client satisfaction, reference-ability and retention by working in partnership with them towards the achievement of shared business goals. Works closely with prospective clients during the sales and fund launch stage of new relationships, including overseeing related implementation activities for advisors launching new funds or choosing to shift their current servicing to Ultimus. • April 2014 to June 2018: As AVP / Client Implementation Manager, leads implementation, transition and onboarding functions for new clients who are converting their existing business to Ultimus or are opening new, start-up funds. Assists with and participates in sales process for assigned prospects.

Education

• Miami University

  Bachelor of Science

  1985 — 1989

Skills

• Project Management
• Consensus Building
• Dod
• Operational Planning
• Aviation
• Leadership
• Team Leadership
• Strategic Planning
• Portfolio Management
• Military
• Mergers & Acquisitions
• Strategic Leadership
• Security Clearance
• Program Management
• Process Improvement
• Client Advocacy
• Balanced, Fair, Counted Upon
• Cross-Functional Team Leadership
• Business Analysis
• Command
• Government
• Risk Management
• Operations Management
• Project Planning
• Navy
• Team Building