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Lead Consultant, Front Office

Ridgeline· Customer Experience
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Hybrid (New York, NY / San Ramon, CA / Reno, NV / Remote - USA)$143k - $179kFull-timePosted 3w ago

About the role

Lead Consultant on the Front Office team helping asset managers and wealth managers onboard traders and portfolio managers onto Ridgeline's platform through discovery, configuration, and go-live.

Responsibilities

  • 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.

Qualifications

  • 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.

Skills

Required:Front-office implementationStakeholder management

Benefits

  • Unlimited vacation
  • Educational and wellness reimbursements
  • $0 cost employee insurance plans
  • Company Stock Plan (subject to Stock Option Agreement)
Last updated Oct 14, 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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