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Ridgeline · 3 days ago

Senior Consultant, Back Office

United States

Full-time

Remote

Mid, Senior Level

$128K/yr - $153K/yr

4+ years exp

Ridgeline is an innovative FinTech company transforming the investment management industry. As a Senior Back Office Consultant, you will lead functional implementations of cloud software, focusing on back office transformation and delivering value to clients through strategic workflow design and deployment.

Artificial Intelligence (AI)Information TechnologySoftware

Responsibilities

Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle

Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting

Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline’s software

Collaborate with integration consultants to align system integrations with business needs

Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback

Create scalable tools and templates for repeatable, cost-effective customer implementations

Take ownership of customer problems, think creatively, and drive toward resolution

Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers

Evangelize Ridgeline’s value proposition to external stakeholders

Provide mentorship to junior team members as the organization scales

Travel domestically up to 20%

Qualification

Investment management softwarePortfolio accountingReconciliation workflowsCustomer trainingStakeholder managementExcel proficiencyAgile principlesAPIs knowledgeCFA designationCommunication skillsProblem-solving