Lead Data Migration Consultant

Ridgeline; United States; On-site; USD 143,000 - 190,000; Full time

Benefits offered by this job

Unlimited vacation

Education reimbursement

Wellness reimbursement

Zero-cost employee insurance plans

Company Stock Plan

Job summary

Ridgeline, a pioneer in cloud-based investment management software, is seeking a Data Migration Consultant to own end-to-end data migrations for investment management clients. You will interact with stakeholders to define scope, map data, and drive go-lives, combining consulting with technical execution.

The role emphasizes data integrity, collaboration with cross-functional teams, and the delivery of reliable migrations that enable clients to manage portfolios and performance data effectively.

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, or Economics.
• 5+ years of experience within the investment management industry.
• Strong knowledge of financial instrument types, asset management industry, and data workflows.

Responsibilities

• Lead data conversion projects from inception to completion, ensuring integrity and accessibility.
• Collaborate with implementation team and customers to gather requirements on client management, portfolio accounting, and performance data.
• Perform data mapping, transformation, and cleansing to meet project specs.
• Validate, troubleshoot, and resolve variances between source data and Ridgeline data.
• Coordinate with project managers and consultants to account for dependencies in onboarding.
• Partner with Data Science to improve processes, automation, and accuracy.
• Understand Ridgeline’s value proposition and use implementation methodology for holistic solutions.
• Deliver timely verbal and written updates on data migration tasks to customers and team.
• Contribute to Customer Success initiatives to improve onboarding experience.

Skills

SQL

Data integration ETL tools

MS Excel

Education

Bachelor’s or Master’s degree in Finance, Accounting, or Economics

Job description

Are you a detail-oriented consulting professional with a passion for delivering impactful software implementations? Do you excel at leading data migration projects, ensuring accuracy and integrity in every step of the process? Are you eager to collaborate with diverse teams to transform how investment management firms manage their operations? If so, we invite you to be a part of our innovative team.

As a Data Migration Consultant at Ridgeline, you will be responsible for end-to-end functional implementations of the Ridgeline enterprise cloud software for investment management customers. At the intersection of investment management and technology, you will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services with an emphasis on data migrations. A consultative approach, innovative mindset, and collaborative spirit will be key as you build a track record of successful go-lives and make a meaningful impact on an industry primed for change.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

The Impact You Have

• Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility.
• Collaborate with the implementation team and customers to gather requirements, understand their client management, portfolio accounting and performance data needs.
• Perform data mapping, transformation, and cleansing activities to meet project specifications.
• Validate, troubleshoot, and resolve any variances between source data and Ridgeline system generated data during the data conversion process, providing technical support and guidance to customers.
• Coordinate closely with project managers and functional consultants to ensure dependencies are identified and accurately accounted for as part of the broader onboarding process.
• Partner with Data Science team to improve inefficient processes, enhance system automation, and improve accuracy.
• Understand and apply Ridgeline’s value proposition and leverages our established implementation methodology to provide holistic solutions.
• Deliver accurate and timely responses to customers and the implementation team (verbal and written) related to data migration tasks.
• Contribute to department broader Customer Success initiatives to improve the onboarding experience.

What We Look For

• Bachelor’s or Master’s degree in Finance, Accounting, or Economics.
• 5+ years of experience within the investment management industry.
• Strong knowledge of financial instrument types, asset management industry, and data related workflows (reconciliation, data flows, and end user reporting).
• In-depth knowledge of portfolio accounting systems and performance measurement methodologies, including financial transaction types and asset classes (equities, fixed income, and FX).
• Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders.
• Strong experience in SQL, data integration ETL tools and MS Excel.
• Proven track record of managing complex data projects from planning through execution.
• Excellent problem-solving abilities and attention to detail.
• Ability to work independently and in team settings, managing multiple priorities under tight deadlines.

Bonus

• Project management skills and/or experience leading successful implementations of enterprise SaaS solutions.
• Understanding of Agile principles and software development lifecycles.
• Experience coaching customers around tech stack, tooling, and processes.
• Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata.
• Basic understanding of AWS, APIs, and serverless technology.
• Chartered Financial Analyst designation a plus.

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators", by Frost & Sullivan as a "Technology Innovation Leader", and by The Software Report as a "Top 100 Software Company".

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation And Benefits

The typical starting salary range for this role is: $143,000 - $190,000 OTE.

Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.