The hallmark of Ultimus’ business is customer service and at the heart is our employees. Our diverse groups of professionals spread across the country are united in pushing towards the goal of ultimate customer satisfaction.

We believe in recognizing our employees for this level of commitment and productivity in many ways. A few examples are:

  • Career development opportunities
  • Competitive compensation & benefits
  • Strong, authentic & fun corporate culture
Career Development

At Ultimus, you can find professional growth opportunities, no matter where you are in your career.

For recent college graduates, we offer entry-level positions in a variety of professional areas, particularly fund accounting, which is the cornerstone of our business and where the action begins. Various opportunities also exist in many other areas.

Established professionals seeking a high level of job satisfaction, recognition for their contributions, and an open career path should look no further than Ultimus. We seek the best of the best where every employee matters to us.

We believe strongly in promotion from within. Job openings are posted and open for any employee to apply. Internal promotions are our favorite type of hire.

Compensation & Benefits
  • We strive to offer competitive and strong base salaries because we know that is key to the comfort of our employees.
  • Bonus goals are also built in at every job.
  • Our benefit plans are robust and affordable.
Medical, Dental, Vision & Retirement
  • Medical
  • Dental and Vision
  • Short- and Long-Term Disability
  • Company-paid Life and AD&D Insurance
  • Company-paid Business Travel Accident Insurance
  • Pre-Tax Mass Transit/Parking Plans
  • Health Savings Account
  • Flexible Spending Account
  • 401k Plan

The transparency in coverage provision of the Consolidated Appropriations Act of 2021, requires group health plans to disclose certain information related to in-network provider rates for covered services and the allowed amount paid to and billed charges from out-of-network providers. This link provides the required information:

Work/Life Balance
  • Generous paid time off (PTO) program
  • Recognition of all New York Stock Exchange holidays
  • Employee Assistance Program
  • Employee run wellness committee
Training & Development
  • Continuing education support
  • Financial professional designation rollover and support
  • Financial professional designation completion reimbursement
  • In-house training programs
  • Online learning opportunities
  • Seminar and conference attendance
Corporate Culture

At Ultimus, our corporate culture is about collaboration, stewardship, encouragement, and shared success. Employees are more than just co-workers. We are friends and teammates. We provide opportunities to have fun, build cohesiveness, and celebrate each other’s professional and personal achievements. We value accessibility and personal interaction, including our CEO, Gary, whose door is always open to employees at all levels. Our employees help shape our corporate vision and values about how to serve our clients, treat each other, and uphold the highest professional standards. We know that working together is the best way to achieve our goals.

We also promote community involvement and invite our employees to drive the charities we support. We believe in giving our employees time during the work day, when needed, to participate in community outreach and charitable activities.

Institutional Strength | Boutique Service

The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.

DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.

Ultimus Fund Solution

8778 UFS 2/18/2022

Ultimus Fund Solution