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Senior Lead Solutions Consultant

Ridgeline· Pre-Sales
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Toronto, ONCA$224k - CA$280kFull-timePosted 1mo ago

About the role

Senior Lead Solutions Consultant for Canada responsible for leading technical and functional product demonstrations, acting as the primary product and solutions consulting expert for the Canadian market, and supporting pre-sales through deployment with a focus on Ridgeline’s unified platform and Canadian regulatory requirements.

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 Traders, Portfolio Managers, IT, Accounting, and Compliance Officers.
  • Own the Canadian market as the lead Solutions Consultant, covering major markets including Toronto and Vancouver, with flexibility to support other regions.
  • Partner with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment.
  • Collaborate with the U.S. Solutions Consulting team on shared deals, cross-border initiatives, and playbook alignment.
  • Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) with internal teams.
  • Provide feedback to product management to drive continuous product enhancements and innovation.
  • Develop deep understanding of client needs and offer tailored solutions leveraging Ridgeline’s single-platform capabilities across Order Management, Accounting, and Reporting.
  • Travel regularly (20–40%) across Canada to engage with prospects and support sales efforts, with occasional travel to the U.S.

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 OMS, PMS, and Accounting platforms.
  • Expertise in Canadian investment management regulatory and reporting requirements (Total Cost Reporting, ACB methodology, CRM2/CRM3, NI 31-103, CIRO/CSA).
  • Strong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processes.
  • Familiarity with consultative selling methodologies and collaborative results.
  • Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or related field.
  • Self-starter with strong relationship-building skills with senior market practitioners.
  • Experience presenting cloud-based solutions and value-based sales approaches.
  • Willingness to learn cutting-edge technologies and domain knowledge.
  • French bilingualism is a plus but not required.

Skills

Required:Technical demonstrationsSolution consultingRFP/RFI and SOW

Benefits

  • Opportunities for advancement within Ridgeline.
  • Competitive compensation with OTE CAD 224,000 – 280,000.
  • Supportive, collaborative, high-performing culture.
Last updated Oct 7, 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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