About the position
As a Senior Lead Technical Solutions Consultant at Ridgeline, you will own the technical dimension of the sales cycle, collaborating closely with prospects, Sales, Product, Engineering, and our functional Solutions Consulting team. You’ll leverage your platform knowledge, development background, and financial domain expertise to design secure, scalable solutions for investment managers adopting Ridgeline. From API strategy to enterprise architecture and data integration, you will play a critical role in aligning Ridgeline’s platform capabilities with the technical priorities of CIOs and CTOs. You will also have access to industry-leading AI tools and be expected to serve as an AI leader, both internally and in client engagements, helping shape how artificial intelligence supports enterprise architecture and client outcomes.
Responsibilities
- Partner with Sales and functional Solutions Consultants to lead technical discovery sessions with prospective clients’ IT, data, and architecture teams
- Design secure, scalable technical architectures aligned to Ridgeline's public cloud platform and API-first strategy
- Represent Ridgeline in InfoSec and vendor due diligence processes, including technical RFPs, questionnaires, and security deep dives
- Guide clients through data architecture design, including data migration strategy, integration touchpoints (SFTP, ETL, API), and custom reporting considerations
- Conduct deep product walkthroughs tailored for CIOs, CTOs, and Heads of Architecture, with a focus on extensibility, availability, and performance
- Articulate the value of Ridgeline’s architecture and development philosophy in the context of client needs
- Collaborate with product and engineering teams to maintain a strong understanding of Ridgeline’s platform capabilities, roadmap, and configuration options
- Act as the technical subject matter expert in pre-sales engagements, ensuring a seamless handoff to implementation
- Cultivate an environment of learning, teaching, and transparent communication across client and internal teams
Requirements
- 10+ years of experience in enterprise technology, including roles in solutions architecture, sales engineering, or technical consulting
- 5+ years of experience in or serving the investment management industry (e.g., OMS, PMS, performance, risk, compliance, accounting systems)
- Expertise in cloud-native architecture (AWS preferred), microservices, REST APIs, authentication (OAuth2/SAML), and platform security
- Experience designing and integrating with enterprise financial systems, including data pipelines, SFTP processes, ETL tools, and analytics platforms
- Strong understanding of InfoSec frameworks, SOC2, and vendor due diligence processes
- Demonstrated ability to lead technical discussions with senior IT executives and translate business requirements into scalable architecture
- Hands-on experience with tools and languages such as SQL, Python, Postgres, JSON, and cloud-based API management platforms
- Outstanding verbal and written communication skills; able to communicate deeply technical ideas clearly to both technical and non-technical audiences
- Bachelor’s degree in Computer Science, Engineering, Information Systems, or related field
- A passion for elegant architecture, solving hard problems, and helping others succeed
- Willingness to continuously learn modern enterprise and financial technologies
- Serious interest in having fun at work
Benefits
- Unlimited vacation
- Educational and wellness reimbursements
- $0 cost employee insurance plans
- Participation in Company Stock Plan subject to the applicable Stock Option Agreement
