Tech Stack

Description

You will lead end-to-end functional implementations of Ridgeline's enterprise cloud software for investment management customers, acting as a strategic partner to design and deploy workflows across the full investment lifecycle. You'll use cutting-edge technologies, including AI tools like ChatGPT, to improve implementation efficiency and accelerate adoption.

Requirements

• Bachelor's degree in Business, Finance, Accounting, IT, or related field
• 4+ years of investment management software implementation experience in a customer-facing role
• Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows
• Understanding of asset classes such as equities, fixed income, derivatives, and FX
• Strong communication and stakeholder management skills

Responsibilities

• Engage customer stakeholders to design and deploy strategic workflows across the investment lifecycle
• Configure, test, and optimize the Ridgeline platform including data migration, reconciliation, and portfolio accounting
• Collaborate with integration consultants to align system integrations with business needs
• Create scalable tools and templates for repeatable, cost-effective customer implementations
• Provide mentorship to junior team members as the organization scales