Senior Lead Technical Solutions Consultant

Senior Lead Technical Solutions Consultant

Are you an experienced technologist with a deep understanding of financial services and a passion for architecting cloud-native enterprise solutions? Do you enjoy partnering with CIOs, CTOs, and Heads of Architecture to guide technical strategy and solve complex integration challenges? Are you ready to be the technical face of a modern investment management platform transforming the industry? If so, we invite you to join our innovative team.

As a Senior Lead Technical Solutions Consultant at Ridgeline, you will own the technical dimension of the sales cycle, collaborating closely with prospects, Sales, Product, Engineering, and our functional Solutions Consulting team. You'll leverage your platform knowledge, development background, and financial domain expertise to design secure, scalable solutions for investment managers adopting Ridgeline. From API strategy to enterprise architecture and data integration, you will play a critical role in aligning Ridgeline's platform capabilities with the technical priorities of CIOs and CTOs. You will also have access to industry-leading AI tools and be expected to serve as an AI leader, both internally and in client engagements, helping shape how artificial intelligence supports enterprise architecture and client outcomes.

You must be work authorized in the United States without the need for employer sponsorship.

What will you do?

• Partner with Sales and functional Solutions Conslutants to lead technical discovery sessions with prospective clients' IT, data, and architecture teams
• Design secure, scalable technical architectures aligned to Ridgeline's public cloud platform and API-first strategy
• Represent Ridgeline in InfoSec and vendor due diligence processes, including technical RFPs, questionnaires, and security deep dives
• Guide clients through data architecture design, including data migration strategy, integration touchpoints (SFTP, ETL, API), and custom reporting considerations
• Conduct deep product walkthroughs tailored for CIOs, CTOs, and Heads of Architecture, with a focus on extensibility, availability, and performance
• Articulate the value of Ridgeline's architecture and development philosophy (e.g., multi-tenant SaaS, AWS-native services, data fabric) in the context of client needs
• Collaborate with product and engineering teams to maintain a strong understanding of Ridgeline's platform capabilities, roadmap, and configuration options
• Act as the technical subject matter expert in pre-sales engagements, ensuring a seamless handoff to implementation
• Cultivate an environment of learning, teaching, and transparent communication across client and internal teams

Desired Skills and Experience

Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc Magazine , Glassdoor, and Northern Nevada as a "Best Place to Work" and by LinkedIn as a "Top U.S. Startup."

Ridgeline is a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement . Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits

The cash compensation amount for this role is targeted at $195,000 to $260,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be : one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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Will you now or in the future require sponsorship for employment visa status (e.g. H-1B visa status)? You must be work authorized in the United States without the need for employer sponsorship.

Do you have pre-sales experience working within the investment management industry?

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