Professional Services Senior or Staff Consultant, Front Office



Sales & Business Development
Incline Village, NV, USA · New York, NY, USA · Reno, NV, USA · San Ramon, CA, USA · Remote
Posted on Saturday, March 18, 2023

Are you challenged by opportunities to innovate and deliver value in the financial marketplace? Do you have experience with Order Management Systems and the workflows they support within institutional asset managers? At Ridgeline, we’re transforming the asset management space with our next generation, cloud-native offering delivered to the buy-side front- and middle-office. We’re looking for candidates who share our passion for building cutting edge technology and improving Portfolio Manager, Trader and Compliance workflows.

This role requires frequent collaboration with account management, business development, product and engineering, executive leadership and third-party vendors in order to ensure that projects are delivered on-time and exceed expectations.

What You’ll Do:

  • Become a subject-matter expert on the Ridgeline application with a focus on the Front Office Applications
  • Engage customer leaders to understand, design and deploy strategic business workflows across the full spectrum of the investment management lifecycle
  • Work directly with Portfolio Managers, Traders and Chief Compliance Officers at our design partners and customers to understand requirements, pain points, and opportunities to add value to their workflows
  • Configure and test Ridgeline software on behalf of the customer, including client and portfolio management setup, compliance rules definition, data ingestion and migration, reconciliation optimization, security master maintenance, trade order management and settlement setup, report customization, and validation of performance metrics, accounting activity, etc.
  • Develop and apply deep expertise in the investment management domain and all aspects of Ridgeline’s software and ensure customers take full advantage of the Ridgeline product and workflows
  • Collaborate closely with the Front Office Product Management Director and Product Strategist on key roadmap decisions and strategic planning, and with other Product Managers on the Trade Order Management team to develop a seamless workflow
  • Coordinate with the broader Ridgeline Platform team to ensure compelling end-to-end workflows
  • Contribute to a collaborative team environment fostering camaraderie, knowledge sharing, and trust
  • Mentor individual team members to reach the next career levels at Ridgeline
  • Support methodology initiatives to benefit the consulting organization
  • Resolve customer issues and handle escalated customer inquiries
  • Partner with Customer Success and Support teams to transition customer relationships post-implementation and ensure optimal client journey, appropriate service levels, and customer satisfaction
  • Ensure all company policies are followed

Who You Are & What Makes You Qualified:

  • Bachelor’s Degree or equivalent education/training/experience
  • 5+ years of software implementation experience with a focus on the investment management or fintech industry
  • Outstanding presentation and communication skills (verbal and written)
  • Ability to build rapport and relationships by interacting effectively with customers and other key internal or external stakeholders
  • Ability to work to very aggressive deadlines
  • Excellent attention to detail, ability to multi-task and to adapt easily to change.
  • Willingness and ability to travel (25-30% expected).

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern platform in the public cloud, purpose-built for the investment management industry to empower business like never before.

Headquartered in Lake Tahoe with offices in Reno, Manhattan, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by LinkedIn as a “Top U.S. Startup,” and by The Software Report as a “Top 100 Software Company.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits

[For New York and California Based Only]

The cash compensation amount for this role is targeted at $120,000-$165,000 for individuals based in New York and California. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.