• 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