Lead end-to-end implementation projects from kickoff through go-live for Ridgeline’s enterprise cloud platform
Define project goals, scope, and success criteria while establishing structured delivery plans and timelines
Coordinate cross-functional teams including consulting, engineering, product, and customer stakeholders to ensure seamless execution
Build strong relationships with client stakeholders while maintaining transparency and alignment throughout project lifecycles
Manage project scope, milestones, and deliverables to ensure high-quality outcomes and successful deployments
Monitor project budgets, timelines, and resources to ensure efficient and cost-effective delivery
Identify potential project risks and proactively develop mitigation strategies to protect delivery timelines and customer outcomes
Maintain clear communication with internal teams and customer leadership regarding progress, risks, and key milestones
Ensure project deliverables meet quality standards and customer expectations
Analyze project outcomes and delivery performance to identify improvement opportunities for future implementations
Contribute to continuous improvement of Ridgeline’s implementation frameworks, delivery methodologies, and operational processes
Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve documentation quality, communication clarity, and project management efficiency
Support team collaboration and knowledge sharing across implementation programs to strengthen delivery consistency and operational excellence

Requirements

Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
5+ years of experience leading investment management software implementations in a customer-facing role
Strong knowledge of front-office and back-office investment management workflows including portfolio accounting, performance measurement, trading, reconciliation, data management, compliance, and reporting
Proven experience managing enterprise software implementations with both functional and technical workstreams
Demonstrated ability to coordinate cross-functional teams and drive complex projects to successful completion
Strong organizational and time management skills with the ability to manage competing priorities
Ability to work independently with limited direction while maintaining strong collaboration with stakeholders
Excellent interpersonal and relationship-building skills with the ability to work effectively with both internal teams and customer leadership
Demonstrated curiosity and ability to quickly learn new technologies and software platforms
Experience communicating project status, risks, and recommendations to executive stakeholders
Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain
An aptitude for problem solving
Ability to communicate effectively
Serious interest in having fun at work.

Benefits

100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement.
Unlimited vacation
Educational and wellness reimbursements
$0 cost employee insurance plans

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

project managementinvestment management software implementationportfolio accountingperformance measurementtradingreconciliationdata managementcompliancereportingenterprise software implementations

Soft Skills

organizational skillstime managementinterpersonal skillsrelationship-buildingproblem solvingcommunicationcuriositycollaborationindependenceadaptability