Senior Consultant, Back Office

The Role

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.

Mentor junior team members as the organization scales.

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

Qualifications

• Experience leading enterprise SaaS implementations
• Familiarity with Agile principles and SDLC
• Exposure to tools like Slack, JIRA, Confluence, and Kantata
• Knowledge of APIs, AWS, and serverless technologies
• CFA designation

Benefits

Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

In addition to the base salary, 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.