Senior Consultant, Back Office - Remote

Overview

Are you a customer obsessed problem-solver with deep experience in portfolio accounting and back-office investment workflows? Do you love designing and implementing elegant solutions for complex systems in fast-moving client environments? Are you excited to contribute to an industry-changing platform by helping investment firms rethink how they operate and scale? If so, we invite you to be a part of our innovative team.

In Short

• Engage customer leaders to understand, design, and deploy strategic business workflows across the full investment management lifecycle.
• Configure, test, and drive adoption of Ridgeline software, including portfolio accounting validation, data ingestion, reconciliation optimization, and report customization.
• Develop and apply deep expertise in Ridgeline’s product suite and investment operations to maximize customer value.
• Collaborate with technical integration consultants to support data and system integrations.
• Partner with Product and Engineering teams to report bugs, recommend enhancements, and provide detailed product feedback from the field.
• Work closely with Customer Success to evolve tools, templates, and delivery methodologies that support scalability and efficiency.
• Contribute to a culture of learning, ownership, and continuous improvement through mentorship and documentation.
• Evangelize Ridgeline’s platform capabilities to external stakeholders and prospective customers.
• Mentor and coach peer consultants across the Customer Experience team.
• Travel domestically up to 20% to support customer engagements and go-lives.

Requirements

• Bachelor's degree in Business, Accounting, Finance, Economics, IT, or related field.
• 3+ years of hands-on experience implementing investment management software, with a focus on back-office workflows.
• Strong understanding of institutional investment processes and financial instruments including equities, derivatives, FX, fixed income, and structured products.
• Proven experience in data migration, reconciliation, reporting, and portfolio accounting within investment firms.
• Strong interpersonal skills and ability to build trusted relationships with internal and external stakeholders.
• High attention to detail and ability to juggle multiple priorities in a dynamic, fast-paced environment.
• Excellent written and verbal communication skills, particularly around complex business or technical topics.
• Deep curiosity and ability to learn complex systems and software tools quickly.
• Experience handling escalations with poise, confidence, and professionalism.
• Fluency in Excel and familiarity with Google Workspace or Microsoft Office.

Benefits

• The cash compensation amount for this role is targeted at $128,000 - $165,000 OTE.
• 100% of Ridgeline employees can participate in our Company Stock Plan.
• Unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.
• Opportunities for advancement in your career and a chance to make a true impact on the product.
• Recognized as a “Best Workplace for Innovators” by Fast Company.