Remote Senior Consultant

Summary

Join our innovative team as a Senior Front Office Consultant at Ridgeline, where you will be responsible for implementing cutting-edge technology in financial markets and delivering world-class customer service. As a key member of our team, you will shape complex workflows from trading to compliance, directly interact with internal and customer stakeholders, and make a meaningful impact on the investment management industry.

Requirements

• Must be work authorized in the United States without the need for employer sponsorship
• Bachelor’s degree in Business, Finance, Economics, Mathematics, or related field of study
• 5+ years of experience implementing investment management software in a customer-facing role; bonus for experience with trade order management or portfolio management
• Understanding of investment instruments (equity, fixed income, multi-currency, derivatives and alternatives)
• Knowledge of financial markets and portfolio investment lifecycle including the full trade order management life cycle, plus post-trade workflows such as settlement and confirm/affirm
• Experience implementing scalable and repeatable business processes, educating customers on industry best practices, and delivering tailored user training
• Experience handling customer escalations with exemplary patience, poise and professionalism
• Passion for delivering world-class customer service
• Ability to work independently, with general direction and guidance
• Innate curiosity and proven ability to learn new software technologies quickly
• Highly organized with the ability to manage several priorities with a hands-on approach
• Excellent time management skills and ability to meet deadlines in an evolving, fast-paced environment
• Excellent interpersonal skills with an ability to build relationships with internal and external customer stakeholders
• Demonstrated ability to communicate complex concepts clearly, concisely, and confidently

Responsibilities

• Engage customer leaders to understand, design and deploy strategic business workflows across the full spectrum of the investment management lifecycle
• Configure and test Ridgeline software on behalf of the customer, including client and portfolio management setup, compliance rules definition, data ingestion and migration, security master maintenance, trade order management and settlement setup, report customization, 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 with technical integration consultants on your project team to support their efforts of designing, building, testing, and deploying customer integrations
• Partner with Ridgeline’s engineering and product management teams to identify and solve product bugs, recommend new feature development, and translate customer enhancement requests
• Collaborate with Consulting team members to iteratively build the tools and templates necessary for data migration and integrations to grow rapidly, implement efficiently, and cost effectively
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency
• Evangelize Ridgeline’s technology and communicate the value to external stakeholders
• Provide mentorship and coaching to functional and integration consultants as the Consulting organization continues to scale
• Exemplify Ridgeline’s Core Values and Security First Mindset
• Domestic travel expected 25-30%

Benefits

• 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans