Customer Experience Manager, Front Office Consulting

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🕒 vor 2 Monaten

🏄 California, Nevada, +1 weitere Bundesländer – Remote

🏄 California – Remote 🎰 Nevada – Remote 🗽 New York – Remote

💵 $143.000 - $234.000 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

💝 Kundenservice

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Ridgeline

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

Gegründet 2017

💸 Finanzen

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

Ridgeline ist ein Unternehmen, das eine cloudbasierte Plattform für Investment-Management-Firmen anbietet. Die Plattform bietet Lösungen für Kundenbindung, Portfoliomanagement, Handel, Compliance, Buchhaltung und Reporting, alles integriert in einer einzigen KI-gestützten Plattform. Ridgeline zielt darauf ab, die betriebliche Effizienz, digitale Transformation und Wachstum für seine Kunden zu steigern, indem es mehrere Systeme in einem konsolidiert. Die Plattform ist bekannt für ihr intuitives, skalierbares und sicheres Design, das verschiedene finanzielle Operationen unterstützt und ein besseres Management der Investorbeziehungen fördert. Ridgeline positioniert sich als transformative Lösung für Unternehmen, die in einer wettbewerbsintensiven Branchenlandschaft vorankommen möchten.

Beschreibung

• Lead, coach, and develop a team of Front Office Consultants delivering enterprise SaaS implementations for investment management firms • Foster a collaborative consulting culture rooted in ownership, knowledge sharing, transparency, and continuous learning • Oversee front office workstreams across multiple enterprise implementations to ensure high-quality, on-time delivery • Guide teams through complex implementation challenges while maintaining strong relationships with customer stakeholders • Ensure strong design and deployment of trading, portfolio management, compliance, and post-trade workflows • Collaborate closely with Project Management, Technical Consulting, Data Migration, Product, Engineering, and Customer Success teams to ensure seamless implementation execution • Establish and refine functional implementation standards, configuration practices, and reusable workflow templates • Strengthen forecasting, capacity planning, and utilization management across the consulting organization • Analyze delivery metrics and feedback to improve predictability, team effectiveness, and customer outcomes • Champion adoption of AI-powered tools such as OpenAI and Claude to enhance requirements gathering, workflow design, and implementation documentation • Identify opportunities to apply AI across solution design, compliance rule validation, reporting configuration, and knowledge management • Establish responsible AI usage practices that support secure and trusted customer engagements • Build trusted relationships with senior stakeholders including trading desks, portfolio managers, compliance leaders, and operations teams • Provide strategic guidance on workflow design, operating model alignment, and implementation sequencing • Communicate the value of Ridgeline’s front office capabilities to both technical and business audiences • Step in hands-on when needed to support critical milestones or complex deployment dynamics

🎯 Anforderungen

• 8+ years implementing investment management software in a customer-facing role • Deep expertise in front office workflows including trading, portfolio management, and compliance monitoring • 3+ years of people management experience within a consulting or professional services environment • Strong understanding of the investment management lifecycle including trade order management, post-trade workflows, compliance monitoring, and reporting • Knowledge of investment instruments including equities, fixed income, multi-currency instruments, derivatives, and alternatives • Proven experience leading complex, multi-workstream SaaS implementations • Strong portfolio management, forecasting, and resource planning capabilities • Exceptional interpersonal, communication, and executive stakeholder management skills • Experience handling customer escalations with professionalism and sound judgment • Demonstrated curiosity and hands-on experience leveraging emerging technologies including AI tools • Experience guiding teams in responsible and effective AI adoption • Ability to collaborate effectively across cross-functional teams • Willingness to learn about cutting-edge technologies while cultivating deep investment management domain expertise • An aptitude for problem solving • Ability to communicate effectively • Serious interest in having fun at work.

🏖️ Vorteile

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