Senior Lead Solutions Consultant
The Senior Lead Solutions Consultant at Ridgeline is a pivotal role designed to drive sales success by providing both functional and technical expertise throughout the sales cycle. This position focuses on the Canadian market, with primary operations in major cities such as Toronto and Vancouver, and offers flexibility to support clients across other regions as needed. Ridgeline, founded by Dave Duffield, co-founder of PeopleSoft and Workday, is a leading provider of front-to-back systems for investment managers, aiming to modernize the industry with a unified, cloud-native platform.
In this role, the Senior Lead Solutions Consultant will lead technical and functional product demonstrations, showcasing Ridgeline's solutions to prospective clients. They will serve as the primary product expert, addressing investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers. The consultant will also manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams. Additionally, they will provide critical feedback to product management teams to drive continuous product enhancements and innovation.
Candidates should possess over eight years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles, with at least five years of client-facing experience with technology-based enterprise solutions in Asset or Wealth Management. A deep understanding of investment management, including systems such as Order Management Systems (OMS), Portfolio Management Systems (PMS), and Accounting platforms, is essential. Expertise in Canadian investment management regulatory and reporting requirements, including Total Cost Reporting (TCR), Average Cost/Adjusted Cost Base (ACB) methodology, CRM2/CRM3 disclosure rules, and familiarity with CIRO and CSA national instruments (e.g., NI 31-103), is also required. Strong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processes is necessary. Exceptional communication skills, including the ability to articulate complex concepts clearly and lead product demonstrations for diverse audiences, are crucial. A bachelor's degree in Computer Science, Information Systems, Engineering, Finance, or a related field is required.
The typical starting compensation range for new hires in this role is $250,000 – $311,000 CAD on-target earnings (OTE). Final compensation is determined by multiple factors, including candidate experience and expertise, and may vary from the range listed above. As an employee at Ridgeline, there are many opportunities for advancement in your career, and you can make a true impact on the product.
Ridgeline fosters a collaborative, transparent environment rooted in learning, teaching, and mutual success. Employees are encouraged to act like owners, choose growth over comfort, and communicate with transparency. The company celebrates wins, learns from setbacks, and thrives in a resilient, high-performing culture. This role offers the chance to engage with leaders across the Canadian asset management industry, showcase Ridgeline’s unified cloud-native platform, and directly influence the adoption of modern investment management solutions, while helping establish and grow Ridgeline’s presence in Canada.