Note: The job is a remote job and is open to candidates in USA. Ridgeline provides a front-to-back system of record for investment managers, using real-time data and embedded AI to modernize investment management operations. The Lead Consultant, Front Office will lead client implementation workstreams, configuring the platform, guiding discovery through go-live, supporting client-facing education, and resolving issues during hypercare.
Responsibilities
- Own front-office implementation workstreams for Ridgeline client projects end-to-end, from discovery through go-live
- Configure Ridgeline tenants, translating client workflows into system setup and client-facing education
- Partner with sales and delivery to support pipeline projects, including smaller, quick-turnaround engagements
- Troubleshoot and resolve time-sensitive issues during go-live hypercare, escalating when appropriate
- Absorb client feedback, including the tough kind, and relay it constructively to the product team
- Share project context and learnings with teammates so the team avoids knowledge silos
Skills
- Front office, trading, portfolio management, or investment operations experience — buy-side, broker-dealer, or vendor implementation background
- Genuine intellectual curiosity: you enjoy digging into the "why" behind a new client's workflows and are motivated to keep learning rather than relying on what you already know
- Genuine comfort with ambiguity and a constantly evolving product, not a need for a fixed, unchanging process to execute against
- A track record of balancing independent ownership with proactive team communication
- Strong client-facing communication skills, including the ability to receive and act on direct feedback professionally
- Wealth management domain exposure
- Prior experience in a smaller, fast-paced company environment
Benefits
- Opportunities for advancement in your career
- Company Stock Plan, subject to the applicable Stock Option Agreement
- Unlimited vacation
- Educational reimbursements
- Wellness reimbursements
- $0 cost employee insurance plans
- Remote work in the USA
Company Overview