负责人，前台办公室
Lead Consultant, Front Office
**关于Ridgeline**
Ridgeline是投资经理的第一套端到端记录系统。由有远见的企业家Dave Duffield（PeopleSoft和Workday的联合创始人）创立，公司旨在现代化一个因过时、脱节的技术而受阻的行业。Ridgeline由单一的实时数据集和嵌入式AI驱动，帮助公司自动化复杂性，加速协作，并在不增加人力或风险的情况下，规模化地提供定制化的客户体验。Ridgeline总部位于太浩湖，设有纽约、雷诺和湾区的办事处，被Fast Company评为“创新者最佳工作场所”，被Frost & Sullivan评为“技术革新领导者”，并被The Software Report评为“Top 100软件公司”。
**这个职位存在的原因**
作为Front Office团队的高级顾问，你将在帮助资产管理人和财富管理人将交易员和投资组合经理引入Ridgeline平台方面发挥核心作用——引导客户完成发现、配置和上线过程，这些是支撑他们日常交易的系统。这是一个机会，帮助塑造我们业务中增长最快的部分，直接与客户利益相关者合作，处理我们平台支持的最复杂和最高可见度的工作。
**成功的表现**
在6个月后，你能够胜任一个实际项目：熟悉Ridgeline配置、Ridgeline工作流程以及前端办公室工作流程的全流程。在12个月后，你可以独立负责整个项目生命周期，从发现到上线，就像最近的团队成员一样，成长为独立负责自己实施的人员。
**你将做什么**
- 全程负责Ridgeline客户项目的前端办公室实施工作流，从发现到上线。
- 配置Ridgeline租户，将客户工作流程转化为系统设置和面向客户的教育。
- 与销售和交付团队合作，支持管道项目，包括较小的、快速响应的项目。
- 在上线期间的高关注期解决时间敏感的问题，必要时进行升级。
- 吸收客户反馈，包括困难的反馈，并建设性地传达给产品团队。
- 与团队成员分享项目背景和经验教训，以避免知识孤岛。
**我们寻找的人**
- 前端办公室、交易、投资组合管理或投资运营经验——买方、经纪交易商或供应商实施背景。
- 真正的智力好奇心和解决问题的能力。
查看英文原文
**About Ridgeline**
Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."
**Why this role exists**
As a Lead Consultant on the Front Office team, you'll play a central role in helping asset managers and wealth managers bring traders and portfolio managers onto Ridgeline's platform — guiding clients through discovery, configuration, and go-live for the systems that power their day-to-day trading. This is a chance to help shape a growing part of our business, working directly with client stakeholders on some of the most complex and highest-visibility work our platform supports.
**What success looks like**
At 6 months, you're a capable resource on a live project: comfortable in Ridgeline configuration, Ridgeline workflows, and front-office workflows end to end. By 12 months, you independently own the full project lifecycle, from discovery through go-live, the way recent team members have grown into owning their own implementations.
**What you'll do**
- Own front-office implementation workstreams end-to-end, from discovery through go-live, engaging customer leaders to design and deploy workflows across the investment management lifecycle.
- Configure and test Ridgeline tenants for clients, including portfolio setup, compliance rules, data migration, security master, trade and settlement, and reporting, while educating clients along the way.
- Develop and apply deep expertise in the investment management domain and all aspects of Ridgeline’s software and ensure customers take full advantage of the Ridgeline product and workflows
- Partner with Ridgeline’s engineering and product management teams to identify and solve product bugs, recommend new feature development, translate customer enhancement requests, and relay client feedback.
- Collaborate with technical integration consultants and the project team to support efforts of designing, building, testing, and deploying customer integrations, and to iteratively build the tools and templates necessary to implement efficiently and cost effectively.
- Resolve time-sensitive issues during go-live hypercare, escalating when appropriate.
- Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency, including providing mentorship and coaching to functional and integration consultants as the Consulting organization continues to scale.
- Domestic travel expected: 25-30%.
**What we look for**
- 7+ years implementing investment management software in a customer-facing role, ideally with front office, trading, portfolio management, or investment operations experience (buy-side, broker-dealer, or vendor).
- Solid understanding of investment instruments (equity, fixed income, multi-currency, derivatives, alternatives) and the full portfolio investment lifecycle, from trade order management through post-trade workflows like settlement and confirm/affirm.
- Experience implementing scalable, repeatable processes, educating customers on best practices, and delivering tailored training.
- Strong client-facing and interpersonal skills: builds relationships with internal and external stakeholders, explains complex concepts clearly and confidently, and handles escalations and direct feedback with patience, poise, and professionalism.
- Intellectual curiosity and a proven ability to learn new software quickly, with a desire to understand the "why" behind each client's workflows.
- Comfort with an evolving product, rather than needing a fixed process.
- Independent ownership balanced with proactive team communication.
- Highly organized, with strong time management and the ability to juggle multiple priorities and meet deadlines in a fast-paced environment.
- Passion for world-class customer service, and a serious interest in having fun at work.
( **Optional) Bonus Points**
- Wealth management domain exposure.
- Project management skills and/or experience leading successful implementations of enterprise SaaS solutions.
- Understanding of Agile principles and software development lifecycles.
- Familiarity with Google Apps and/or the MS Office suite.
- Advanced spreadsheet skills (MS Excel).
- Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata.
- Basic understanding of AWS, APIs, and serverless technology.
- Chartered Financial Analyst designation a plus.
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the [Ridgeline Applicant Privacy Statement](https://www.ridgelineapps.com/candidate-privacy-statement). Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
**Compensation and Benefits**
The cash compensation amount for this role is targeted at $143,000-$179,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our [Careers page](https://www.ridgelineapps.com/about/careers) for a more comprehensive overview of our perks and benefits.
**Equal Opportunity & Privacy**
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the [Ridgeline Candidate Privacy Policy](http://ridgeline.ai/legal/candidate-privacy-policy). Please review the Ridgeline Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions.
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