Senior Consultant, Front Office

Are you a strategic problem solver with deep expertise in trading, portfolio management, and compliance workflows? Do you enjoy collaborating with stakeholders to implement solutions that deliver meaningful business outcomes? Are you excited to contribute to the transformation of the investment management industry with a purpose-built cloud platform? If so, we invite you to be a part of our innovative team.

As a Senior Front Office Consultant at Ridgeline, you will lead the end-to-end functional implementation of our enterprise cloud software for investment management clients. You will work closely with internal teams and customer stakeholders to understand, define, and deliver impactful solutions across the investment lifecycle. Your role will have a strong emphasis on front office capabilities—trading, portfolio management, and compliance—requiring a consultative mindset and deep domain knowledge. You’ll help bring our software to life for clients, while shaping best practices and contributing to continuous improvement within Ridgeline’s Consulting organization. We embrace cutting-edge technologies—including AI tools like ChatGPT—to drive value and efficiency throughout our projects.

What will you do?

• 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

Desired Skills and Experience

• 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

Bonus:

• 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

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. 

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, 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 The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

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 

The cash compensation amount for this role is targeted at $128,000-$153,000 OTE. 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.

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