Lead Consultant, Front Office
Core
Lead Consultant guiding asset and wealth managers through the discovery, configuration, and go-live of Ridgeline's front-to-back investment management platform.
Role type
Senior IC implementation consultant (front office)
Builds
Investment management workflows and trading systems for buy-side and broker-dealer clients
Domain
Financial services / Investment management / SaaS implementation
Deliverable
client delivery
Required skills
Investment management software implementation, front office/trading/portfolio management workflows, investment instruments (equity, fixed income, derivatives), client stakeholder management, process design and training, product configuration, integration support, go-live hypercare, mentorship
Preferred skills
Wealth management domain, project management, Agile principles, Google Apps/MS Office, MS Excel, Slack/JIRA/Confluence, AWS/APIs/serverless, CFA designation