Ridgeline

The Industry Cloud Platform for Investment Management

Senior Consultant, Back Office

ConsultantConsultantFull TimeRemoteTeam 201-500Since 2017H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

6 days ago

Salary

$128K - $153K / year

Bachelor Degree4 yrs expEnglish

Job Description

• 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%

Job Requirements

  • Bachelor’s degree in Business, Finance, Accounting, IT, or a related field
  • 4+ years of investment management software implementation experience in a customer-facing role
  • Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows
  • Understanding of asset classes such as equities, fixed income, derivatives, and FX
  • Experience with customer training, escalations, and solution delivery
  • Proven ability to manage multiple priorities independently
  • Strong communication and stakeholder management skills
  • Curiosity and drive to learn new technologies quickly
  • High proficiency in Excel and familiarity with Google Workspace
  • Serious interest in having fun at work.

Benefits

  • unlimited vacation
  • educational and wellness reimbursements
  • $0 cost employee insurance plans
  • participation in Company Stock Plan

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