About the Role
Ridgeline is looking for a Solutions Consultant to drive adoption of our unified cloud‑native investment management platform. In this role you will partner with sales, product, and implementation teams to deliver functional and technical expertise during the sales cycle, influence client experiences from RFP to deployment, and help shape the future of financial technology. Impact You Will Make
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. What We Look For
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. An aptitude for problem solving. Ability to communicate effectively. Serious interest in having fun at work. About Ridgeline
Ridgeline is the industry cloud platform for investment management. Founded in 2017 by vision‑driven entrepreneur Dave Duffield, Ridgeline combines bold innovation with human connectivity to solve operational business challenges unique to the investment management industry. The platform is built in the public cloud, purpose‑built for the investment management industry, and prioritizes security, agility, and usability to empower businesses like never before. Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast‑growing, people‑first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.” Compensation and Benefits
Cash Compensation:
Targeted at $193,500 to $226,500 OTE for individuals based in New York and California. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. Benefits:
100% participation in our Company Stock Plan, unlimited vacation, educational and wellness reimbursements, and zero‑cost employee insurance plans. Additional benefits include a supportive culture, career advancement opportunities, and a focus on work‑life balance. Seniority Level, Employment Type, Job Function, Industries
Seniority: Mid‑Senior Level | Employment Type: Full‑time | Job Function: Consulting, Information Technology, Sales | Industries: Software Development Equal Opportunity
Ridgeline is a community‑minded, discrimination‑free equal opportunity workplace. Location and How to Apply
This position is located in New York, NY. To apply, visit our Careers page and submit your application. Referrals are encouraged and can increase your chances of interview.
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Ridgeline is looking for a Solutions Consultant to drive adoption of our unified cloud‑native investment management platform. In this role you will partner with sales, product, and implementation teams to deliver functional and technical expertise during the sales cycle, influence client experiences from RFP to deployment, and help shape the future of financial technology. Impact You Will Make
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. What We Look For
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. An aptitude for problem solving. Ability to communicate effectively. Serious interest in having fun at work. About Ridgeline
Ridgeline is the industry cloud platform for investment management. Founded in 2017 by vision‑driven entrepreneur Dave Duffield, Ridgeline combines bold innovation with human connectivity to solve operational business challenges unique to the investment management industry. The platform is built in the public cloud, purpose‑built for the investment management industry, and prioritizes security, agility, and usability to empower businesses like never before. Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast‑growing, people‑first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.” Compensation and Benefits
Cash Compensation:
Targeted at $193,500 to $226,500 OTE for individuals based in New York and California. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. Benefits:
100% participation in our Company Stock Plan, unlimited vacation, educational and wellness reimbursements, and zero‑cost employee insurance plans. Additional benefits include a supportive culture, career advancement opportunities, and a focus on work‑life balance. Seniority Level, Employment Type, Job Function, Industries
Seniority: Mid‑Senior Level | Employment Type: Full‑time | Job Function: Consulting, Information Technology, Sales | Industries: Software Development Equal Opportunity
Ridgeline is a community‑minded, discrimination‑free equal opportunity workplace. Location and How to Apply
This position is located in New York, NY. To apply, visit our Careers page and submit your application. Referrals are encouraged and can increase your chances of interview.
#J-18808-Ljbffr