---
title: 'Lead Consultant, Front Office at Ridgeline'
canonical: 'https://feeny.ai/job/lead-consultant-front-office-ridgeline-new-york-p3zstzhpzsbn'
type: 'job'
last_seen: '2026-10-18'
---

# Lead Consultant, Front Office at Ridgeline

- **Company:** Ridgeline
- **Location:** New York, NY / San Ramon, CA / Reno, NV / -, United States
- **Work type:** remote
- **Posted:** 2026-09-28
- **Last confirmed live:** 2026-10-18
- **Apply:** https://boards.greenhouse.io/ridgeline/jobs/8007333003?gh_jid=8007333003

## Job description

## 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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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.

#LI-Remote #LI-Hybrid

## About Ridgeline

## Company Overview
- **One-liner**: Ridgeline is an AI-native industry cloud platform purpose-built for investment management, unifying front, middle, and back office workflows in a single system.
- **Entity Type**: Private (funding stage not disclosed)
- **Headquarters**: Incline Village (Lake Tahoe), Nevada, USA
- **Founded**: Not publicly available (founded by Dave Duffield after his tenure at Workday and PeopleSoft)
- **Founders**: Dave Duffield (Founder and Chairman)

## Core Business
- **Primary industry**: Investment management technology / Fintech
- **Target customers**: B2B – investment management firms (asset managers, hedge funds, etc.)
- **Mission/purpose**: Give investment managers a competitive advantage with modern technology purpose-built for the industry, combining data, workflows, and AI in one platform.

## Products & Services
All offerings are part of a single cloud-native SaaS platform:
- **Ridgeline Platform**: A unified front-to-back system with modules for portfolio construction, trading, compliance, reconciliation, portfolio accounting, reporting, client engagement, revenue management, and workflow management.
- **Ridgeline Intelligence**: AI-powered capabilities including agentic digital coworkers that automate repetitive tasks, natural language querying of data, and embedded analytics.
- **Reconciliation Engine**: Automated start-of-day reconciliation against a trusted custodial data network.
- **Electronic Trading**: Integration with NYFIX, dark pools, and broker algorithms; post-trade dashboard for CTM/local matches and FIX allocation status.
- **Compliance**: Pre- and post-trade compliance engine configurable at firm, account, and regulatory levels.

## Market Standing
- **Valuation / Market Cap**: Not publicly available
- **Key Metric**: Over 400 employees (as of mid-2026); funding rounds not disclosed
- **Notable Investors / Partners**: Not publicly disclosed; board includes Dave Duffield and other executives. Platform integrates with NYFIX and major custodians/brokers.
- **Growth Signals**: Expanded from founding team to 400+ employees across four US offices + remote; rebranded to ridgeline.ai to signal AI-native evolution; continuous product launches (AI workflows, intelligence features in June 2026).

## Competitive Advantages
- **AI-native platform** built from the ground up in the public cloud (not retrofitted legacy tech).
- **Single source of truth** – one platform for front, middle, and back office eliminates data silos.
- **Domain expertise** – founded by enterprise software veterans (PeopleSoft, Workday) who understand complex operational workflows.
- **Real-time data and embedded intelligence** directly in the flow of work, reducing manual effort and risk.

## Strategic Focus
- Deepening AI capabilities: Ridgeline Intelligence, agentic coworkers, and automated reconciliation.
- Expanding the platform’s breadth to cover more investment management workflows.
- Attracting top engineering and domain talent to maintain competitive edge.
- Building a strong partner ecosystem (custodians, brokers, data providers).

## Why Work Here
- **Culture**: High agency, growth mindset, bias towards action, “brilliant jerks not welcome.” Emphasis on trust, transparency, and solving hard problems.
- **Remote/Hybrid**: Offices in Incline Village (NV), Reno (NV), San Ramon (CA), New York (NY); select remote roles available.
- **Perks & Benefits** (from careers page):
  - Unlimited vacation
  - $0 premiums for employee-only medical, dental, vision
  - 12-week paid parental leave (primary and secondary caregivers)
  - $1,500 annual education reimbursement
  - $800 annual wellness reimbursement
  - Fertility coverage (through Progyny)
  - 401k with company match
  - Stock option grants
  - Dog-friendly offices
- **Team**: Over 400 employees; actively hiring for engineering, sales, consulting, and support roles.

## Sources
1. [ridgeline.ai – About](https://ridgeline.ai/company/about)
2. [ridgeline.ai – Homepage](https://ridgeline.ai/)
3. [ridgeline.ai – Careers](https://ridgeline.ai/company/careers)
4. [ridgeline.ai – Leadership](https://ridgeline.ai/company/leadership)
5. [linkedin.com – Ridgeline](https://www.linkedin.com/company/ridgelineai)

## Other roles at Ridgeline

- [Senior Engineer, Custodian Data](https://feeny.ai/job/senior-engineer-custodian-data-ridgeline-new-york-ga95vnyt8db9) — New York, NY
- [Senior Technical Consultant](https://feeny.ai/job/senior-technical-consultant-ridgeline-reno-7vn2853jfm79) — Reno, NV / San Ramon, CA / New York, NY / United States
- [Staff Product Manager, Data Intelligence](https://feeny.ai/job/staff-product-manager-data-intelligence-ridgeline-san-ramon-at0edah6m45y) — San Ramon, CA / New York, NY / Reno, NV
- [Sales Executive](https://feeny.ai/job/sales-executive-ridgeline-dallas-8909s4xcw7r0) — Dallas, TX / Austin, TX / Atlanta, GA / Miami, FL
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