Front Office Implementation Lead — Investment Tech

Ridgeline; United States; On-site; USD 143,000 - 179,000; Full time

Benefits offered by this job

Unlimited vacation

Wellness reimbursements

Stock options

Health insurance

Job summary

Ridgeline is seeking a Lead Consultant on the Front Office team to guide asset managers and wealth managers through discovery, configuration, and go-live for Ridgeline’s platform. You will work directly with client stakeholders on complex implementations across trading and portfolio workflows.

Success means owning end-to-end projects within 6–12 months, configuring tenants, and delivering tailored training while collaborating with engineering and product teams. Domestic travel is expected.

Qualifications

• 7+ years implementing investment management software in a customer-facing role.
• Solid understanding of investment instruments (equity, fixed income, multi-currency, derivatives, alternatives) and the full portfolio investment lifecycle.
• Experience implementing scalable, repeatable processes, educating customers on best practices, and delivering tailored training.
• Strong client-facing and interpersonal skills; builds relationships with internal and external stakeholders, explains complex concepts clearly and confidently.
• Intellectual curiosity and a proven ability to learn new software quickly, with a desire to understand the 'why' behind each client’s workflows.
• Independent ownership balanced with proactive team communication.
• Highly organized, with strong time management and the ability to juggle multiple priorities.

Responsibilities

• Own front-office implementation workstreams end-to-end, from discovery through go-live, engaging customer leaders to design and deploy workflows across the investment management lifecycle.
• Configure and test Ridgeline tenants for clients, including portfolio setup, compliance rules, data migration, security master, trade and settlement, and reporting, while educating clients along the way.
• Develop and apply deep expertise in the investment management domain and all aspects of Ridgeline’s software and ensure customers take full advantage of the Ridgeline product and workflows
• Partner with Ridgeline’s engineering and product management teams to identify and solve product bugs, recommend new feature development, translate customer enhancement requests, and relay client feedback.
• Collaborate with technical integration consultants and the project team to support efforts of designing, building, testing, and deploying customer integrations, and to iteratively build the tools and templates necessary to implement efficiently and cost effectively.
• Resolve time‑sensitive issues during go‑live hypercare, escalating when appropriate.
• Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency, including providing mentorship and coaching to functional and integration consultants as the Consulting organization continues to scale.
• Domestic travel expected: 25‑30%.

Skills

Front office

Investments knowledge

Client facing

Project management

Agile familiarity

JIRA/Confluence

Kantata

Tools

JIRA/Confluence

Kantata

Job description

Ridgeline is seeking a Lead Consultant on the Front Office team to guide asset managers and wealth managers through discovery, configuration, and go-live for Ridgeline’s platform. You will work directly with client stakeholders on complex implementations across trading and portfolio workflows.

Success means owning end-to-end projects within 6–12 months, configuring tenants, and delivering tailored training while collaborating with engineering and product teams. Domestic travel is expected.