Solutions Consultant

Are you a financial services expert with a passion for showcasing cutting-edge SaaS platforms? Do you thrive in consultative sales environments where you can connect with clients and demonstrate value through innovation? Are you ready to partner with sales and product teams to revolutionize investment management workflows? If so, we invite you to join Ridgeline as a Solutions Consultant and help redefine the future of financial technology.

As a Solutions Consultant at Ridgeline, you will play a critical role in driving sales success by providing functional and technical expertise during the sales cycle. This role offers the chance to engage with leaders across the asset management industry, showcase Ridgeline’s unified cloud-native platform, and directly influence the adoption of modern investment management solutions. You’ll collaborate with cross-functional teams to deliver exceptional client experiences, from RFP to deployment.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If the Ridgeline Way excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will make:

• Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients.
• Serve as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers.
• Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment.
• Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams.
• Provide critical feedback to product management teams to drive continuous product enhancements and innovation.
• Develop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline’s single-platform capabilities across functionalities such as Order Management, Accounting, and Reporting.
• Travel regularly (20-40%) to engage with prospects, build relationships, and support sales efforts.
• Foster a collaborative, transparent environment rooted in learning, teaching, and mutual success.

What we look for:

• 8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles.
• 5+ years of client-facing experience with technology-based enterprise solutions in Asset or Wealth Management.
• Deep understanding of investment management, including systems such as OMS, PMS, and Accounting platforms.
• Strong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processes.
• Familiarity with consultative selling methodologies and a proven ability to work collaboratively in achieving results.
• Exceptional communication skills, including the ability to articulate complex concepts clearly and lead product demonstrations for diverse audiences.
• Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or a related field.
• Self-starter with a friendly demeanor, professionalism, and the ability to forge strong relationships with senior market practitioners.
• Experience presenting cloud-based solutions and driving value-based sales approaches.
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

The typical starting compensation range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting compensation range for this role is: $192,000 to $240,000 OTE 

The typical starting compensation range for this role in the select locations listed above is: $211,000 - $264,000 OTE

Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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