Lead Consultant, Front Office

Ridgeline
•$143,000 - $179,000•Remote

About The Position

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.

Requirements

  • 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.

Nice To Haves

  • Wealth management domain exposure.
  • Prior experience in a smaller, fast-paced company environment.

Responsibilities

  • 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.

Benefits

  • Unlimited vacation
  • Educational and wellness reimbursements
  • $0 cost employee insurance plans
  • Company Stock Plan
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