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Solutions Consultant

Ridgeline· Pre-Sales
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Hybrid (New York, NY; Boston, MA; Washington, DC)$192k - $240kPosted 11mo ago

About the role

Solutions Consultant at Ridgeline drives sales success by providing functional and technical expertise during the sales cycle, engaging with leaders in asset management, showcasing the unified cloud-native platform, and influencing adoption of modern investment management solutions.

Responsibilities

  • 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.

Qualifications

  • 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.

Benefits

  • Company Stock Plan subject to applicable Stock Option Agreement.
  • Unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.
Last updated Aug 26, 2026. Interested? Apply on the company site.

About Ridgeline

Revolutionizing Investment Management

Ridgeline: Revolutionizing Investment Management with a single front-to-back system of record, embedded AI, and automation capabilities.

Investment ManagementAIAutomationPortfolio ManagementTradingComplianceData
Company profileWebsite

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