Senior Consultant, Back Office

Ridgeline

Reno, NV, United States
Base: $104,000 - $130,000 ote; bonus/equity: compy...
On-site
Portfolio accounting and reconciliation workflows
End-to-end functional implementations
Investment management software implementation
Lead end-to-end functional implementations of enterprise cloud software for investment management customers, acting as a strategic partner to design, configure, and deploy workflows across the full investment lifecycle

Job Summary

  • Lead end-to-end functional implementations of enterprise cloud software for investment management customers, acting as a strategic partner to design, configure, and deploy workflows across the full investment lifecycle.
  • Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting, while collaborating with integration consultants.
  • Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers, and provide mentorship to junior team members as the organization scales.

Matching Summary

Lead end-to-end functional implementations of enterprise cloud software for investment management customers, acting as a strategic partner to design, configure, and deploy workflows across the full investment lifecycle.

Salary

Base: $104,000 - $130,000 OTE; Bonus/Equity: Company Stock Plan; Benefits: Unlimited vacation, educational and wellness reimbursements, $0 cost employee insurance plans

Skills & Requirements

Must-have

  • portfolio accounting and reconciliation workflows
  • end-to-end functional implementations
  • investment management software implementation
  • configure, test, and optimize platform
  • customer training, escalations, and solution delivery

Nice-to-have

  • customer-first thinker
  • innovative FinTech company
  • act like owners, choose growth
  • communicate with transparency
  • bias toward action, bring solutions

Key Requirements

  • 4+ years investment management software implementation
  • deep knowledge of portfolio accounting
  • understanding of asset classes
  • proven ability to manage multiple priorities
  • strong communication and stakeholder management skills
  • work authorized in the United States without sponsorship

Work Rights

Work authorization without sponsorship

Tailored Resume

Cover Letter