3 days ago
Base Salary
$104k - $130k/yr
Responsibilities
- Lead end-to-end functional implementations of Ridgeline’s enterprise cloud software for investment management customers.
- Design, configure, test, and deploy investment-management workflows across back-office operations.
- Perform data ingestion and migration, reconciliation optimization, market and reference data configuration, report customization, performance and composite comparisons, and portfolio accounting validation.
- Educate customers, deliver tailored user training, drive software adoption, and support successful go-lives.
- Collaborate with technical integration consultants on customer integration design, development, testing, and deployment.
- Partner with engineering and product management to resolve bugs, recommend features, and document customer enhancement requirements.
- Build scalable tools and templates for data migration and integrations with Customer Success teams.
- Mentor and coach peer consultants and communicate Ridgeline’s technology value to external stakeholders.
- Travel domestically approximately 20%.
Requirements
- Bachelor’s degree in Business, Accounting, Finance, Economics, Information Technology, or a related field.
- At least 4 years of experience implementing investment management software in a customer-facing role.
- Preferred experience with portfolio accounting, reconciliation, and investment reporting solutions.
- In-depth understanding of equities, funds, fixed income, structured products, derivatives, and foreign exchange.
- Strong knowledge of financial markets and institutional or high-net-worth investment lifecycles, especially middle- and back-office workflows.
- Experience implementing scalable business processes, educating customers on best practices, and delivering user training.
- Experience handling customer escalations with patience, professionalism, and poise.
- Ability to work independently, manage multiple priorities, meet deadlines, and learn new software technologies quickly.
- Excellent interpersonal, communication, relationship-building, and customer-service skills.
- Familiarity with Google Apps or Microsoft Office, including strong Excel proficiency.
- Preferred project management experience or experience leading enterprise SaaS implementations.
- Preferred understanding of Agile principles and software development lifecycles.
- Preferred experience coaching customers on technology stacks, tooling, and processes.
- Comfort with Slack, JIRA, Confluence, and professional services applications such as Kantata.
- Basic understanding of AWS, APIs, and serverless technology is preferred.
- Chartered Financial Analyst designation is a plus.
Benefits
- Typical starting base salary range is $104,000-$130,000 annually; select locations may use an alternate range of $114,400-$143,000.
- Company stock plan eligibility.
- Unlimited vacation.
- Educational and wellness reimbursements.
- $0 cost employee insurance plans.
- Opportunities for career advancement.
- Remote role, with approximately 20% domestic travel expected.
Tech Stack
Categories
Solutions Engineering
About Ridgeline
Ridgeline builds a cloud-native, AI-enabled front-to-back investment management platform for asset and wealth managers, unifying portfolio accounting, trading/compliance, reporting, and client experience tools on a single data model. It sells enterprise software as a subscription and runs on AWS. Founded in 2018 by Dave Duffield, the company is headquartered in Incline Village, Nevada, with offices in New York, Reno, and the Bay Area.