Canada Pre-Sales Solutions Consultant — Investment Tech

Ridgeline, Inc.; Dublin; Hybrid; EUR 156,000 - 194,000; Full time

Job summary

Ridgeline, Inc. is seeking an experienced Solutions Consultant for Canada to drive sales success with functional and technical expertise during the sales cycle. You will serve as the primary product consultant for the Canadian market, based in major Canadian cities like Toronto or Vancouver, with flexibility to support wider regions as needed.

You will collaborate with the U.S. team and cross-functional groups to deliver exceptional client experiences from RFP to deployment, while influencing

Qualifications

• 8+ years in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles.
• 5+ years of client-facing experience with enterprise solutions in Asset or Wealth Management.
• Deep understanding of investment management, including OMS, PMS, and Accounting platforms.
• Expertise in Canadian investment management regulatory and reporting requirements (CRM2/CRM3, TCR, NI 31-103).
• Strong knowledge of markets, trading, performance, risk, and compliance processes.

Responsibilities

• Lead technical and functional product demonstrations to showcase Ridgeline’s value to prospective clients.
• Serve as a product expert for the Canadian market, spanning Toronto and Vancouver.
• Own the Canadian market as the lead Solutions Consultant, with cross-border support as needed.
• Partner with Sales, Product, and Implementation teams to ensure seamless pre-sales through deployment.
• Help with RFP/RFI responses and create Statements of Work with internal teams.
• Provide feedback to product management to drive enhancements and innovation.
• Travel 20–40% across Canada with occasional U.S. travel to support cross-border deals.

Skills

Financial services

Client-facing

Investment management

Regulatory knowledge

Communication skills

Education

Bachelor's degree in CS/IS/Engineering/Finance

Tools

OMS

PMS

Accounting platforms

Job description

Ridgeline, Inc. is seeking an experienced Solutions Consultant for Canada to drive sales success with functional and technical expertise during the sales cycle. You will serve as the primary product consultant for the Canadian market, based in major Canadian cities like Toronto or Vancouver, with flexibility to support wider regions as needed.

You will collaborate with the U.S. team and cross-functional groups to deliver exceptional client experiences from RFP to deployment, while influencing