Senior Consultant, Back Office

Job not on LinkedIn

🔥 4 minutes ago

🏄 California, Nevada – Remote

🏄 California – Remote 🎰 Nevada – Remote

💵 $104k - $130k / year

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
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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

• Lead end-to-end functional implementations of Ridgeline’s enterprise cloud software for investment management customers • Engage customer leaders to understand, design, and deploy strategic workflows across the investment management lifecycle • Configure, test, and drive adoption of Ridgeline software • Perform data ingestion and migration activities • Optimize reconciliations and configure market and reference data sources • Customize reports and manage performance and composite comparisons • Validate portfolio accounting across transaction types, account structures, and asset classes • Develop expertise in investment management and Ridgeline software workflows • Collaborate with technical integration consultants on customer integrations • Partner with engineering and product management to resolve bugs and translate enhancement requests into requirements • Build data migration and integration tools and templates with Customer Success • Evangelize Ridgeline technology and articulate its value to external stakeholders • Mentor and coach peer consultants • Contribute to a learning-oriented, transparent, collaborative environment • Travel domestically 20%

🎯 Requirements

• Bachelor’s degree in Business, Accounting, Finance, Economics, Information Technology, or related field of study • 4+ years of experience implementing investment management software in a customer-facing role • In-depth understanding of institutional instrument types, including equities, funds, fixed income, structured products, derivatives, and FX • Strong knowledge of financial markets and institutional/HNW investment lifecycle, especially middle/back-office workflows • Experience implementing scalable and repeatable business processes • Experience educating customers on industry best practices and delivering tailored user training • Experience handling customer escalations with patience, poise, and professionalism • Ability to work independently with general direction and guidance • Ability to learn new software technologies quickly • Ability to manage several priorities • Excellent time management and ability to meet deadlines • Excellent interpersonal and communication skills • Familiarity with Google Apps and/or MS Office, including strong Excel proficiency • Project management skills and/or enterprise SaaS implementation experience are a bonus • Understanding of Agile principles and software development lifecycles is a bonus • Experience with customer coaching, Slack, JIRA/Confluence, Kantata, AWS, APIs, and serverless technology is a bonus • Chartered Financial Analyst designation is a plus • Domestic travel expected 20%

🏖️ Benefits

• Company Stock Plan • Unlimited vacation • Educational reimbursements • Wellness reimbursements • $0 cost employee insurance plans • Career advancement opportunities

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