Senior Consultant, Back Office

Job not on LinkedIn

🕒 April 16

🇺🇸 United States – Remote

💵 $104k - $130k / year

⏰ Full Time

🟠 Senior

💼 Consultant

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Ridgeline

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

💸 Finance

☁️ SaaS

💳 Fintech

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.

📋 Description

• Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle • Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting • Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline’s software • Collaborate with integration consultants to align system integrations with business needs • Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback • Create scalable tools and templates for repeatable, cost-effective customer implementations • Take ownership of customer problems, think creatively, and drive toward resolution • Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers • Evangelize Ridgeline’s value proposition to external stakeholders • Provide mentorship to junior team members as the organization scales • Travel domestically up to 20%

🎯 Requirements

• Bachelor’s degree in Business, Finance, Accounting, IT, or a related field • 4+ years of investment management software implementation experience in a customer-facing role • Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows • Understanding of asset classes such as equities, fixed income, derivatives, and FX • Experience with customer training, escalations, and solution delivery • Proven ability to manage multiple priorities independently • Strong communication and stakeholder management skills • Curiosity and drive to learn new technologies quickly • High proficiency in Excel and familiarity with Google Workspace • Serious interest in having fun at work.

🏖️ Benefits

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