Senior Consultant, Front Office

Are you a strategic problem solver with deep expertise in trading, portfolio management, and compliance workflows? Do you enjoy collaborating with stakeholders to implement solutions that deliver meaningful business outcomes? Are you excited to contribute to the transformation of the investment management industry with a purpose-built cloud platform? If so, we invite you to be a part of our innovative team.

As a Senior Front Office Consultant at Ridgeline, you will lead the end-to-end functional implementation of our enterprise cloud software for investment management clients. You will work closely with internal teams and customer stakeholders to understand, define, and deliver impactful solutions across the investment lifecycle. Your role will have a strong emphasis on front office capabilities—trading, portfolio management, and compliance—requiring a consultative mindset and deep domain knowledge.

You’ll help bring our software to life for clients, while shaping best practices and contributing to continuous improvement within Ridgeline’s Consulting organization. We embrace cutting-edge technologies—including AI tools like ChatGPT—to drive value and efficiency throughout our projects.

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 this excites you, we’d love to meet you.

• Engage customer leaders to understand, design, and deploy strategic workflows across the full investment management lifecycle
• Configure and test Ridgeline software including portfolio management setup, compliance rules, data ingestion, trade order management, and reporting
• Develop and apply deep expertise in investment management and Ridgeline software to ensure customer success
• Collaborate with technical consultants to support the design, testing, and deployment of customer integrations
• Partner with Product and Engineering to address product issues, provide enhancement recommendations, and translate customer feedback
• Contribute to internal tools and templates that accelerate implementation efficiency and scalability
• Think creatively and proactively solve problems while maintaining transparent communication
• Support a collaborative and growth-oriented culture rooted in learning and teaching
• Promote Ridgeline’s platform value to external stakeholders with clarity and enthusiasm
• Mentor junior consultants, providing guidance and coaching as the team scales
• Demonstrate Ridgeline’s Core Values and a “Security First” mindset
• Travel domestically 25–30% to meet project and customer needs

Bachelor’s degree in Business, Finance, Economics, or related field

5+ years of experience implementing investment management software in a customer-facing role

Strong understanding of financial instruments and investment lifecycle workflows

Proven experience in configuring trade order and portfolio management systems

Familiarity with scalable business processes and customer training best practices

Demonstrated ability to manage escalations with professionalism and empathy

Ability to work independently with minimal supervision

Quick learner with a strong aptitude for new technologies

Highly organized with exceptional time management skills

Excellent interpersonal and relationship-building abilities

Strong written and verbal communication skills, with the ability to simplify complex topics

Enthusiasm for collaborative work and positive team dynamics

Experience in project management or leading SaaS implementations

Familiarity with Agile methodologies and software development life cycles

Skills in customer enablement on tech stacks and process tooling

Proficiency in Google Apps or Microsoft Office Suite

Advanced Excel/spreadsheet capabilities

Experience using Slack, JIRA/Confluence, and services tools like Kantata

Basic technical knowledge of AWS, APIs, or serverless technology

Ridgeline is the industry cloud platform for investment management.…