Senior Lead Solutions Consultant
Core
Lead technical and functional product demonstrations and serve as the primary product and solutions consulting expert for the Canadian investment management market.
Role type
Senior Lead Solutions Consultant (Financial Services)
Builds
Ridgeline's unified cloud-native platform for investment managers
Domain
Financial Services / Asset Management / Investment Management
Required skills
Financial services sales engineering, Asset/Wealth Management client-facing experience, Investment management systems (OMS, PMS, Accounting), Canadian regulatory compliance (CRM2/CRM3, TCR, ACB), Financial markets knowledge (trading, risk, compliance), Consultative selling, Product demonstration, RFP/RFI management, SOW creation, Cross-functional collaboration
Preferred skills
Bilingual French proficiency, Cloud-based solution presentation, Value-based sales approaches
Technologies
Cloud-native platforms, CRM2/CRM3, TCR, ACB, CIRO, CSA national instruments
Responsibilities
Lead technical and functional product demonstrations for prospective clients, Own the Canadian market covering major cities like Toronto and Vancouver, Partner with sales and product teams to ensure seamless client experiences from pre-sales to deployment, Manage the sales process including RFP/RFI responses and SOW creation, Provide feedback to product management to drive enhancements, Travel 20-40% across Canada and occasionally to the US
Seniority
Senior, hands-on IC
