Solutions Consultant at Ridgeline

Compensation

$193,500 – $226,500/yr

Setup: Remote, Hybrid
Type: Full-time
Posted: Nov 11, 2025

Description

Ridgeline is seeking a Solutions Consultant to join their team. This role involves driving sales success by providing functional and technical expertise during the sales cycle, engaging with leaders in the asset management industry, showcasing Ridgeline's cloud-native platform, and influencing the adoption of modern investment management solutions. The Solutions Consultant will collaborate with cross-functional teams to deliver exceptional client experiences from RFP to deployment, contribute to product enhancements, and travel regularly to engage with prospects.

Required Skills

Financial Services
SaaS Platforms
Consultative Sales
Investment Management
Product Demonstrations
Sales Engineering
Solutions Architecture
Asset Management
Financial Markets
Portfolio Management
Trading
Cloud-based Solutions

Additional Information

Minimum Education: Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or a related field.
Required Previous Experiences: 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.
Preferred Qualifications: Self-starter with a friendly demeanor, professionalism, and the ability to forge strong relationships with senior market practitioners.
Experience presenting cloud-based solutions and driving value-based sales approaches.
Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
An aptitude for problem solving
Ability to communicate effectively
Serious interest in having fun at work

About Ridgeline

Ridgeline

investment managers

Ridgeline knows that Compliance impacts every part of your business, so we’ve built a robust compliance engine to match. Keeping operations compliant despite shifting regulations and client preferences can be difficult and expensive without the right tools.

View full company profile