Lead Consultant, Front Office

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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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.” Why this role exists As a Lead Consultant on the Front Office team, you’ll play a central role in helping asset managers and wealth managers bring traders and portfolio managers onto Ridgeline’s platform — guiding clients through discovery, configuration, and go-live for the systems that power their day-to-day trading. This is a chance to help shape a growing part of our business, working directly with client stakeholders on some of the most complex and highest-visibility work our platform supports. What success looks like At 6 months, you’re a capable resource on a live project: comfortable in Ridgeline configuration, Ridgeline workflows, and front-office workflows end to end. By 12 months, you independently own the full project lifecycle, from discovery through go-live, the way recent team members have grown into owning their own implementations. What you’ll do Own front-office implementation workstreams for Ridgeline client projects end-to-end, from discovery through go-live. Configure Ridgeline tenants, translating client workflows into system setup and client-facing education. Partner with sales and delivery to support pipeline projects, including smaller, quick-turnaround engagements. Troubleshoot and resolve time-sensitive issues during go-live hypercare, escalating when appropriate. Absorb client feedback, including the tough kind, and relay it constructively to the product team. Share project context and learnings with teammates so the team avoids knowledge silos. What we look for Front office, trading, portfolio management, or investment operations experience — buy-side, broker-dealer, or vendor implementation background. Genuine intellectual curiosity: you enjoy digging into the “why” behind a new client’s workflows and are motivated to keep learning rather than relying on what you already know. Genuine comfort with ambiguity and a constantly evolving product, not a need for a fixed, unchanging process to execute against. A track record of balancing independent ownership with proactive team communication. Strong client-facing communication skills, including the ability to receive and act on direct feedback professionally. (Optional) Bonus Points Wealth management domain exposure. Prior experience in a smaller, fast-paced company environment. 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 cash compensation amount for this role is targeted at $143,000-$179,000 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. Equal Opportunity & Privacy 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 Candidate Privacy Policy. Please review the Ridgeline Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions. #LI-Remote