Senior Consultant, Front Office

Job not on LinkedIn

November 8

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🎰 Nevada – Remote

Although this job is listed in Nevada, this company may be open to hiring remote in other states.

+1 more states

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

💵 $128k - $153k / year

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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Ridgeline

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Finance • SaaS • Fintech

Ridgeline is a company that offers a cloud-based platform designed for investment management firms. It provides solutions for client engagement, portfolio management, trading, compliance, accounting, and reporting, all integrated into a single AI-enabled platform. Ridgeline aims to enhance operational efficiency, digital transformation, and growth for its customers by consolidating multiple systems into one. The platform is known for its intuitive, scalable, and secure design that supports various financial operations and fosters better management of investor relationships. Ridgeline positions itself as a transformative tool for firms seeking to advance in a competitive industry landscape.

201 - 500 employees

Founded 2017

💸 Finance

☁️ SaaS

💳 Fintech

📋 Description

• 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

🎯 Requirements

• Bachelor’s degree in Business, Finance, Economics, or related field • 5+ years of experience implementing investment management software in a customer-facing role • Strong understanding of financial instruments and investment lifecycle workflows • Proven experience in configuring trade order and portfolio management systems • Familiarity with scalable business processes and customer training best practices • Demonstrated ability to manage escalations with professionalism and empathy • Passion for delivering high-quality customer service • Ability to work independently with minimal supervision • Quick learner with a strong aptitude for new technologies • Highly organized with exceptional time management skills • Excellent interpersonal and relationship-building abilities • Strong written and verbal communication skills, with the ability to simplify complex topics

🏖️ Benefits

• 100% of Ridgeline employees can participate in the Company Stock Plan • Unlimited vacation • Educational reimbursements • Wellness reimbursements • $0 cost employee insurance plans