Ridgeline
Solutions Consultant
$192K–$264K
New York, NY +3 · Remote · Full-time · Posted Nov 10, 2025
- Location
- New York, NY
Boston, MA
Washington, DC
Remote - USA - Experience
- 8+ years in a listed relevant field; 5+ years of client-facing enterprise technology experience in Asset or Wealth Management.
- Education
- Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or a related field.
- Visa sponsorship
- Must be work authorized in the United States without the need for employer sponsorship.
About the job
Leads technical and functional sales demonstrations and supports the sales cycle for Ridgeline’s investment management platform, from RFP responses through deployment.
What you'll do
- Lead product demonstrations and explain platform capabilities to investment management stakeholders.
- Partner with sales, product, and implementation teams; support RFP/RFI responses and create Statements of Work.
- Share client and market feedback with product management and tailor solutions to client needs.
What they ask 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 systems and processes, including OMS, PMS, Accounting, markets, portfolio management, trading, risk, compliance, and settlement.
- Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or a related field.
Nice to have
- Familiarity with consultative selling methodologies and experience presenting cloud-based solutions using value-based sales approaches.
Pay
$192,000–$240,000 USD OTE (total pay); $211,000–$264,000 USD OTE (total pay) in select locations.
Tools
OMS, PMS, Accounting
AI focus
The role involves presenting a platform described as having embedded AI; no specific AI work is stated.
Model-written summary · the original posting is authoritative