Lead Consultant, Front Office

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $143k - $179k / year

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Ridgeline

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

💼 Consulting

💸 Finance

☁️ SaaS

Consulting • Finance • SaaS

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.

📋 Description

• Own front-office implementation workstreams for Ridgeline client projects end-to-end, from discovery through go-live • Configure Ridgeline tenants, translating client workflows into system setup and client-facing education • Partner with sales and delivery to support pipeline projects, including smaller, quick-turnaround engagements • Troubleshoot and resolve time-sensitive issues during go-live hypercare, escalating when appropriate • Absorb client feedback and relay it constructively to the product team • Share project context and learnings with teammates to avoid knowledge silos • Guide asset managers and wealth managers through discovery, configuration, and go-live for trading systems • Develop expertise in Ridgeline configuration, workflows, and front-office workflows end to end • Progress toward independently owning the full project lifecycle from discovery through go-live

🎯 Requirements

• Front office, trading, portfolio management, or investment operations experience — buy-side, broker-dealer, or vendor implementation background • Genuine intellectual curiosity and motivation to keep learning • Comfort with ambiguity and a constantly evolving product • Track record of balancing independent ownership with proactive team communication • Strong client-facing communication skills, including the ability to receive and act on direct feedback professionally • Wealth management domain exposure (optional bonus) • Prior experience in a smaller, fast-paced company environment (optional bonus)

🏖️ Benefits

• Company Stock Plan, subject to the applicable Stock Option Agreement • Unlimited vacation • Educational reimbursements • Wellness reimbursements • $0 cost employee insurance plans • Opportunities for career advancement • Opportunity to make a true impact on the product