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About the Role

The AI Specialist (Public) will own the evaluation and training lifecycle of external enterprise AI tools. The role will partner with business users to identify operational gaps, deploy approved public AI solutions, and ensure these tools deliver measurable business outcomes including individual efficiency gains. The role requires an operations expert who can balance hands-on tool evaluation with compliance oversight and drive adoption across business units.

Responsibilities

Continuously evaluate the external market for public AI tools applicable to Fund Accounting, Transfer Agency, and Onboarding
Develop and conduct training programs for operations staff on safe, compliant, and efficient AI tool usage
Act as the first line of operational support for teams experimenting with approved external AI applications
Identify high-value operational use cases where a public tool's success justifies internal, proprietary development
Track KPIs tied to user adoption rates, training completion, and individual time-savings

Requirements

5+ years of experience in fund operations, transfer agency, or fund accounting
Demonstrated ability to identify process improvements and deliver measurable operational outcomes
Strong familiarity and hands-on experience with public generative AI tools
Ability to work effectively with end-users to drive training and adoption
Deep understanding of data privacy and information security principles within financial services
Exceptional communication and training skills
Operator mindset with a focus on execution and productivity outcomes

Skills

Public generative AI tools
Data privacy
Information security
Communication
Training

Experience Level

5+ years

About the Company

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.

Equal Opportunity

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.