Ridgeline

The Industry Cloud Platform for Investment Management

Solutions Consultant

Solutions EngineerSolutions EngineerFull TimeRemoteTeam 201-500Since 2017H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

123 days ago

Salary

$193.5K - $226.5K / year

Bachelor Degree8 yrs expEnglishCloud

Job Description

• Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients. • Serve as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers. • Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment. • Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams. • Provide critical feedback to product management teams to drive continuous product enhancements and innovation. • Develop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline’s single-platform capabilities across functionalities such as Order Management, Accounting, and Reporting. • Travel regularly (20-40%) to engage with prospects, build relationships, and support sales efforts. • Foster a collaborative, transparent environment rooted in learning, teaching, and mutual success.

Job Requirements

  • 8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles.
  • 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.
  • Familiarity with consultative selling methodologies and a proven ability to work collaboratively in achieving results.
  • Exceptional communication skills, including the ability to articulate complex concepts clearly and lead product demonstrations for diverse audiences.
  • Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or a related field.
  • Self-starter with a friendly demeanor, professionalism, and the ability to forge strong relationships with senior market practitioners.
  • Experience presenting cloud-based solutions and driving value-based sales approaches.
  • Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
  • An aptitude for problem solving
  • Ability to communicate effectively
  • Serious interest in having fun at work

Benefits

  • unlimited vacation
  • educational and wellness reimbursements
  • $0 cost employee insurance plans

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