Note: The job is a remote job and is open to candidates in USA. Ridgeline is a provider of a front-to-back system of record for investment managers, powered by unified real-time data and embedded AI. The Solutions Consultant drives sales success by providing functional and technical expertise, leading product demonstrations, supporting RFP/RFI responses and Statements of Work, and collaborating across teams from pre-sales through deployment.
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
Skills
- This posting is for an existing vacancy. You must be work authorized in the United States without the need for employer sponsorship
- * 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
- * Travel regularly (20–40%) to engage with prospects, build relationships, and support sales efforts
Benefits
- Many 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
Company Overview