Field Services Enablement Specialist, Technical Consulting
The Field Services Enablement Specialist, Technical Consulting at Ridgeline is a pivotal role within the company's consulting team, focusing on enhancing the implementation and operational efficiency of Ridgeline's investment management platform. This position requires a deep understanding of investment operations and a collaborative approach to bridge the gap between product development and client-facing teams.
In this role, the specialist will serve as a subject matter expert, guiding implementation teams, standardizing delivery frameworks, and ensuring that client needs are integrated into product improvements and implementation methodologies. The position involves leveraging advanced technologies, including AI tools like ChatGPT, to improve documentation, enablement, and operational efficiency across services teams.
Candidates should possess over five years of hands-on experience in implementing investment management software, with at least one year of experience on the Ridgeline platform, emphasizing back-office workflows. A deep knowledge of institutional investment operations, including equities, derivatives, FX, fixed income, and structured products, is essential. Strong expertise in reconciliation, reporting, and portfolio accounting processes, along with excellent written and verbal communication skills, are also required.
While specific compensation details are not provided, Ridgeline offers a comprehensive benefits package that includes unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. The company fosters a collaborative and high-performing culture, emphasizing ownership, growth, and transparent communication.
Ridgeline is a cloud-based platform designed for investment management firms, offering solutions for client engagement, portfolio management, trading, compliance, accounting, and reporting. The company aims to enhance operational efficiency and digital transformation for its customers by consolidating multiple systems into one. Ridgeline is recognized for its innovative approach and commitment to providing a modern, scalable, and secure platform for investment management.