Back to jobs

Lead Consultant, Front Office

New York, NY; San Ramon, CA; Reno, NV; Remote - USA

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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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."

Why this role exists

As a Lead Consultant on the Front Office team, you'll play a central role in helping asset managers and wealth managers bring traders and portfolio managers onto Ridgeline's platform — guiding clients through discovery, configuration, and go-live for the systems that power their day-to-day trading. This is a chance to help shape a growing part of our business, working directly with client stakeholders on some of the most complex and highest-visibility work our platform supports.

What success looks like

At 6 months, you're a capable resource on a live project: comfortable in Ridgeline configuration, Ridgeline workflows, and front-office workflows end to end. By 12 months, you independently own the full project lifecycle, from discovery through go-live, the way recent team members have grown into owning their own implementations.

What you'll do

  • Own front-office implementation workstreams end-to-end, from discovery through go-live, engaging customer leaders to design and deploy workflows across the investment management lifecycle.
  • Configure and test Ridgeline tenants for clients, including portfolio setup, compliance rules, data migration, security master, trade and settlement, and reporting, while educating clients along the way.
  • Develop and apply deep expertise in the investment management domain and all aspects of Ridgeline’s software and ensure customers take full advantage of the Ridgeline product and workflows
  • Partner with Ridgeline’s engineering and product management teams to identify and solve product bugs, recommend new feature development, translate customer enhancement requests, and relay client feedback.
  • Collaborate with technical integration consultants and the project team to support efforts of designing, building, testing, and deploying customer integrations, and to iteratively build the tools and templates necessary to implement efficiently and cost effectively.
  • Resolve time-sensitive issues during go-live hypercare, escalating when appropriate.
  • Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency, including providing mentorship and coaching to functional and integration consultants as the Consulting organization continues to scale.
  • Domestic travel expected: 25-30%.

What we look for

  • 7+ years implementing investment management software in a customer-facing role, ideally with front office, trading, portfolio management, or investment operations experience (buy-side, broker-dealer, or vendor).
  • Solid understanding of investment instruments (equity, fixed income, multi-currency, derivatives, alternatives) and the full portfolio investment lifecycle, from trade order management through post-trade workflows like settlement and confirm/affirm.
  • Experience implementing scalable, repeatable processes, educating customers on best practices, and delivering tailored training.
  • Strong client-facing and interpersonal skills: builds relationships with internal and external stakeholders, explains complex concepts clearly and confidently, and handles escalations and direct feedback with patience, poise, and professionalism.
  • Intellectual curiosity and a proven ability to learn new software quickly, with a desire to understand the "why" behind each client's workflows.
  • Comfort with an evolving product, rather than needing a fixed process.
  • Independent ownership balanced with proactive team communication.
  • Highly organized, with strong time management and the ability to juggle multiple priorities and meet deadlines in a fast-paced environment.
  • Passion for world-class customer service, and a serious interest in having fun at work.

(Optional) Bonus Points

  • Wealth management domain exposure.
  • Project management skills and/or experience leading successful implementations of enterprise SaaS solutions.
  • Understanding of Agile principles and software development lifecycles.
  • Familiarity with Google Apps and/or the MS Office suite.
  • Advanced spreadsheet skills (MS Excel).
  • Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata.
  • Basic understanding of AWS, APIs, and serverless technology.
  • Chartered Financial Analyst designation a plus.

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 cash compensation amount for this role is targeted at $143,000-$179,000 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.

Equal Opportunity & Privacy

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 Candidate Privacy Policy. Please review the Ridgeline Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions.

#LI-Remote
#LI-Hybrid

Create a Job Alert

Interested in building your career at Ridgeline? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Ridgeline’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 07/31/2029

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.