Senior Consultant, Back Office

Ridgeline

full-time

Posted on: 9/5/2025

Origin: • 🇺🇸 United States

✨ AI Apply

💰 $128,000 - $165,000 per year

Senior

AWSCloud

About the role

Engage customer leaders to understand, design, and deploy strategic business workflows across the full investment management lifecycle
Configure, test, and drive adoption of Ridgeline software, including portfolio accounting validation, data ingestion, reconciliation optimization, and report customization
Develop and apply deep expertise in Ridgeline’s product suite and investment operations to maximize customer value
Collaborate with technical integration consultants to support data and system integrations
Partner with Product and Engineering teams to report bugs, recommend enhancements, and provide detailed product feedback from the field
Work closely with Customer Success to evolve tools, templates, and delivery methodologies that support scalability and efficiency
Contribute to a culture of learning, ownership, and continuous improvement through mentorship and documentation
Evangelize Ridgeline’s platform capabilities to external stakeholders and prospective customers
Mentor and coach peer consultants across the Customer Experience team
Travel domestically up to 20% to support customer engagements and go-lives

Bachelor's degree in Business, Accounting, Finance, Economics, IT, or related field
3+ years of hands-on experience implementing investment management software, with a focus on back-office workflows
Strong understanding of institutional investment processes and financial instruments including equities, derivatives, FX, fixed income, and structured products
Proven experience in data migration, reconciliation, reporting, and portfolio accounting within investment firms
Strong interpersonal skills and ability to build trusted relationships with internal and external stakeholders
High attention to detail and ability to juggle multiple priorities in a dynamic, fast-paced environment
Excellent written and verbal communication skills, particularly around complex business or technical topics
Deep curiosity and ability to learn complex systems and software tools quickly
Experience handling escalations with poise, confidence, and professionalism
Fluency in Excel and familiarity with Google Workspace or Microsoft Office
Self-starter with the ability to work independently while collaborating in a team environment