Senior Consultant, Front Office

Summary

Join Ridgeline as a Senior Front Office Consultant and lead the implementation of our enterprise cloud software for investment management clients. You will collaborate with internal teams and customer stakeholders to deliver impactful solutions across the investment lifecycle, focusing on front office capabilities like trading, portfolio management, and compliance. This role demands a consultative mindset and deep domain knowledge, requiring you to configure and test software, develop expertise in investment management and Ridgeline software, and collaborate with technical consultants. You will also partner with Product and Engineering, contribute to internal tools, solve problems creatively, and mentor junior consultants. Domestic travel of 25-30% is required to meet project and customer needs. Ridgeline offers a competitive salary and benefits package.

Requirements

• 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

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

Preferred Qualifications

• 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

• 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