Senior Consultant Role

New

Skills

AI Tools Cloud Software Implementation Communication Skills Customer Training Investment Management Software Portfolio Accounting Project Management Reconciliation Processes Stakeholder Management Workflow Design

As a Senior Consultant, you will lead end-to-end implementations of Ridgeline's cloud software tailored for investment management. Your role will involve designing, configuring, testing, and deploying back-office workflows across the investment lifecycle, ensuring a smooth transition to go-live and delivering lasting value through a consultative and collaborative approach.

Key Responsibilities
  • Lead implementations of cloud software for investment management.
  • Design and configure back-office workflows across the investment lifecycle.
  • Drive go-lives and ensure lasting value through collaboration.
  • Leverage AI tools, including ChatGPT, to enhance implementation efficiency.
  • Collaborate with integration consultants and Product/Engineering teams.
  • Manage customer training, escalations, and solution delivery.
  • Travel domestically up to 20% for client engagements.
Requirements & Qualifications
  • Bachelor's degree in Business, Finance, Accounting, IT, or related field.
  • 4+ years of experience in investment management software implementations.
  • Deep knowledge of portfolio accounting, reconciliation, and reporting workflows.
  • Understanding of various asset classes including equities, fixed income, derivatives, and FX.
  • Strong communication and stakeholder management skills.
  • Able to manage multiple priorities effectively.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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