Solutions Consultant

Ridgeline

New York, NY, US
Ote: $192,000 to $240,000; ote (select locations):...
On-site
Financial services expert
Saas platform demonstration
Consultative sales
Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients

Job Summary

  • Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients.
  • Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment.
  • Ridgeline is the first front-to-back system of record for investment managers, powered by a single, real-time data set and embedded AI.

Matching Summary

Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients.

Salary

OTE: $192,000 to $240,000; OTE (select locations): $211,000 - $264,000; Benefits: Unlimited vacation, educational and wellness reimbursements, $0 cost employee insurance plans, Company Stock Plan

Skills & Requirements

Must-have

  • financial services expert
  • SaaS platform demonstration
  • consultative sales
  • investment management workflows
  • product demonstrations
  • client-facing experience

Nice-to-have

  • act like owners
  • choose growth over comfort
  • communicate with transparency
  • assume positive intent
  • bias toward action
  • celebrate wins
  • learn from setbacks
  • resilient, collaborative, high-performing culture

Key Requirements

  • 8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture
  • 5+ years of client-facing experience with technology-based enterprise solutions in Asset or Wealth Management
  • Deep understanding of investment management, including systems such as OMS, PMS, and Accounting platforms
  • Strong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processes
  • Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or a related field
  • Work authorized in the United States without employer sponsorship

Work Rights

Work authorization without employer sponsorship

Tailored Resume

Cover Letter