Senior Consultant, Front Office

Are you an expert in financial markets with a passion for implementing cutting-edge technology? Do you thrive in client-facing roles where you can shape complex workflows from trading to compliance? Are you excited to be at the forefront of transforming investment management with innovative cloud solutions? If so, we invite you to be a part of our innovative team.

As a Senior Front Office Consultant at Ridgeline, you will be responsible for end-to-end functional implementation of the Ridgeline enterprise cloud software for investment management customers, with specific emphasis on trading, portfolio management, and compliance. You will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services. A consultative approach, innovative mindset, and collaborative spirit will be key as you build a track record of successful go-lives and make a meaningful impact on an industry primed for change.

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

What will you do?

• Engage customer leaders to understand, design and deploy strategic business workflows across the full spectrum of the investment management lifecycle
• Configure and test Ridgeline software on behalf of the customer, including client and portfolio management setup, compliance rules definition, data ingestion and migration, security master maintenance, trade order management and settlement setup, report customization, etc.
• 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
• Collaborate with technical integration consultants on your project team to support their efforts of designing, building, testing, and deploying customer integrations
• Partner with Ridgeline’s engineering and product management teams to identify and solve product bugs, recommend new feature development, and translate customer enhancement requests
• Collaborate with Consulting team members to iteratively build the tools and templates necessary for data migration and integrations to grow rapidly, implement efficiently, and cost effectively
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency
• Evangelize Ridgeline’s technology and communicate the value to external stakeholders
• Provide mentorship and coaching to functional and integration consultants as the Consulting organization continues to scale
• Exemplify Ridgeline’s Core Values and Security First Mindset
• Domestic travel expected 25-30%

Preferred Skills and …