Solutions Consultant

About the role

Solutions Consultant at Ridgeline is a role that drives sales success by providing functional and technical expertise during the sales cycle. This role involves engaging with leaders across the asset management industry, showcasing Ridgeline's unified cloud-native platform, and directly influencing the adoption of modern investment management solutions. You'll collaborate with cross-functional teams to deliver exceptional client experiences, from RFP to deployment.

Responsibilities

• Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients.
• Serve as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers.
• Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment.
• Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams.
• Provide critical feedback to product management teams to drive continuous product enhancements and innovation.
• Develop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline’s single-platform capabilities across functionalities such as Order Management, Accounting, and Reporting.
• Travel regularly (20-40%) to engage with prospects, build relationships, and support sales efforts.
• Foster a collaborative, transparent environment rooted in learning, teaching, and mutual success.

Requirements

• 8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles.
• 5+ years of client-facing experience with technology-based enterprise solutions in Asset or Wealth Management.
• Deep understanding of investment management, including systems such as OMS, PMS, and Accounting platforms.
• Strong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processes.
• Familiarity with consultative selling methodologies and a proven ability to work collaboratively in achieving results.
• Exceptional communication skills, including the ability to articulate complex concepts clearly and lead product demonstrations for diverse audiences.
• Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or a related field.
• Self-starter with a friendly demeanor, professionalism, and the ability to forge strong relationships with senior market practitioners.
• Experience presenting cloud-based solutions and driving value-based sales approaches.
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Qualifications

• Work authorized in the United States without the need for employer sponsorship.

Skills

• Consultative selling
• Product demonstration
• Client relationship management
• Collaboration with cross-functional teams
• Technical expertise
• Financial markets knowledge
• Problem-solving skills

Benefits

• Company Stock Plan
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans

Pay

The typical starting compensation range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below.

The typical starting compensation range for this role is: $192,000 to $240,000 OTE

The typical starting compensation range for this role in the select locations listed above is: $211,000 - $264,000 OTE

Schedule

Full-time position with regular travel requirements.