Are you a financial services expert with a passion for showcasing cutting-edge SaaS platforms? Do you thrive in consultative sales environments where you can connect with clients and demonstrate value through innovation? Are you ready to partner with sales and product teams to revolutionize investment management workflows?

If so, we invite you to join Ridgeline as a Solutions Consultant and help redefine the future of financial technology. As a Solutions Consultant at Ridgeline, you will play a critical role in driving sales success by providing functional and technical expertise during the sales cycle. This role offers the chance to engage with leaders across the asset management industry, showcase Ridgeline’s unified cloud-native platform, and directly influence the adoption of modern investment management solutions.

You’ll collaborate with cross-functional teams to deliver exceptional client experiences, from RFP to deployment. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency.

We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If the Ridgeline Way excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship. The impact you will make: 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.

What we look for: 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 About Ridgeline Ridgeline is the first front-to-back system of record for investment managers.