Senior Consultant, Back Office

The Role

Lead end-to-end functional implementations of Ridgeline's enterprise cloud software for investment management customers. Design, configure, and deploy workflows that span the full investment lifecycle, focusing on back office transformation.

Responsibilities

• Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle
• Configure, test, and optimize 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
• Interest in having fun at work

Bonus

• 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

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield, the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk.

Compensation and Benefits

The typical starting salary range for this role is: $104,000 - $130,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

Application Instructions

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