Ridgeline · 1 week ago
Senior Consultant, Front Office
United States
Full-time
Remote
Senior Level
$128K/yr - $153K/yr
5+ years expRidgeline is the industry cloud platform for investment management, founded to transform the investment management industry with innovative solutions. As a Senior Front Office Consultant, you will lead the implementation of enterprise cloud software, collaborating with stakeholders to deliver impactful solutions across the investment lifecycle.
Artificial Intelligence (AI)Information TechnologySoftware
Responsibilities
Engage customer leaders to understand, design, and deploy strategic workflows across the full investment management lifecycle
Configure and test Ridgeline software including portfolio management setup, compliance rules, data ingestion, trade order management, and reporting
Develop and apply deep expertise in investment management and Ridgeline software to ensure customer success
Collaborate with technical consultants to support the design, testing, and deployment of customer integrations
Partner with Product and Engineering to address product issues, provide enhancement recommendations, and translate customer feedback
Contribute to internal tools and templates that accelerate implementation efficiency and scalability
Think creatively and proactively solve problems while maintaining transparent communication
Support a collaborative and growth-oriented culture rooted in learning and teaching
Promote Ridgeline’s platform value to external stakeholders with clarity and enthusiasm
Mentor junior consultants, providing guidance and coaching as the team scales
Demonstrate Ridgeline’s Core Values and a 'Security First' mindset
Travel domestically 25–30% to meet project and customer needs
Qualification
Required
Bachelor's degree in Business, Finance, Economics, or related field
5+ years of experience implementing investment management software in a customer-facing role
Strong understanding of financial instruments and investment lifecycle workflows
Proven experience in configuring trade order and portfolio management systems
Familiarity with scalable business processes and customer training best practices
Demonstrated ability to manage escalations with professionalism and empathy
Passion for delivering high-quality customer service
Ability to work independently with minimal supervision
Quick learner with a strong aptitude for new technologies
Highly organized with exceptional time management skills
Excellent interpersonal and relationship-building abilities
Strong written and verbal communication skills, with the ability to simplify complex topics
Enthusiasm for collaborative work and positive team dynamics
Preferred
Experience in project management or leading SaaS implementations
Familiarity with Agile methodologies and software development life cycles
Skills in customer enablement on tech stacks and process tooling
Proficiency in Google Apps or Microsoft Office Suite
Advanced Excel/spreadsheet capabilities
Experience using Slack, JIRA/Confluence, and services tools like Kantata
Basic technical knowledge of AWS, APIs, or serverless technology
Chartered Financial Analyst (CFA) designation
Benefits
Unlimited vacation
Educational and wellness reimbursements
$0 cost employee insurance plans
Company
Ridgeline
Ridgeline is a computer software company that specializes in software development to deliver for the investment management industry.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dave Blair
Chief Executive Officer
Lisa Faucher
SVP, Enterprise Operations
Recent News
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