Solutions Consultant
Job description
About the role
Driving Innovation in Investment Management Solutions
Ridgeline is seeking a Solutions Consultant to join our team. This position centers on consultative sales within the financial services sector. You will demonstrate how Ridgeline's platform delivers value. The role requires collaboration with clients and internal teams. You will help modernize investment management operations.
The position is based in New York, NY; Boston, MA; or Washington, DC. Work authorization in the United States is required. Sponsorship is not available. Compensation ranges from $140,000 to $180,000 base, plus equity and a performance bonus.
As a Solutions Consultant, you will own the consultative conversations with financial services buyers. You will build trust and clearly communicate Ridgeline's platform value. Your focus will be on shaping client journeys from initial discovery through final deployment. You will translate complex operational workflows into clear narratives. These narratives will resonate with traders, portfolio managers, and compliance leaders.
You will champion Ridgeline's capabilities during live discovery sessions. You will educate stakeholders on how an integrated platform functions. This includes Order Management, Accounting, and Reporting. You will architect client narratives that connect workflows to specific outcomes. This happens during RFP and selection phases. You will orchestrate product demonstrations with the sales team. These sessions will highlight workflows for Traders and Portfolio Managers.
You will refine responses to Requests for Information. This involves close collaboration with implementation and product teams. You will champion discussions regarding data quality and controls. Your audience will include Compliance and IT leadership. You will maintain travel readiness for 20 to 40 percent of engagements. Your travel will focus on North East hubs.
You will model owner thinking by sharing insights. These insights will improve product decisions and drive adoption. You will demonstrate how cloud-based solutions create value. You will present these solutions to executive stakeholders. You will show a commitment to learning new technologies. You will also develop a deep understanding of investment business problems.
Key Responsibilities
- Lead technical and functional product demonstrations to showcase Ridgeline's solutions.
- Serve as a product expert for investment management stakeholders.
- Partner with sales, product development, and implementation teams.
- Manage the sales process by assisting with RFP and RFI responses.
- Create Statements of Work in collaboration with internal teams.
- Provide critical feedback to product management teams.
- Develop a deep understanding of client needs.
- Offer tailored solutions emphasizing single-platform capabilities.
- Maintain readiness for regular travel across designated hubs.
- Foster a collaborative environment focused on learning and mutual success.
Professional Requirements
You must hold work authorization in the United States without employer sponsorship. You must bring 8 or more years of experience in financial services or fintech. A background in solutions consulting is essential. You must show 5 or more years in client-facing roles. Your experience should be in asset or wealth management technology.
You must describe your knowledge of OMS, PMS, and core accounting platforms. You must explain markets, trading, performance, risk, and settlement processes. You must demonstrate comfort with consultative selling. You must collaborate effectively to close complex deals.
You must clarify complex topics clearly. You must lead hour-long product demonstrations for mixed audiences. You must hold a Bachelor's degree in a relevant field. You must display a self-starter mindset. You must build trust with senior practitioners.
You must share examples of presenting cloud-based solutions. You must demonstrate value-based sales approaches. You must show eagerness to learn new technologies. You must develop a deep understanding of investment business problems. You must prove strong problem-solving and communication skills.
Preferred Qualifications
Experience coaching executives on technology transformation is valuable. Published work or public talks demonstrating thought leadership is a plus.
Tools and Skills
Proficiency with Salesforce, Gong, Outreach, Jira, and Confluence is expected. Experience with Workday, NetSuite, Snowflake, Tableau, and Azure is also relevant.
Final Notes
Please confirm details on the official application page. Ridgeline is the first front-to-back system of record for investment managers. The company was founded by Dave Duffield.