Full-Time

Senior Lead Technical Solutions Consultant

Posted on 6/14/2025

Ridgeline

Ridgeline

201-500 employees

Enterprise cloud SaaS for investment management

Compensation Overview

$195k - $260k/yr

+ OTE

No H1B Sponsorship

San Ramon, CA, USA + 2 more

More locations: Reno, NV, USA | New York, NY, USA

In Person

Category
Consulting (2)
,
Required Skills
Python
SQL
Postgres
AWS
REST APIs
Requirements
  • 10+ years of experience in enterprise technology, including roles in solutions architecture, sales engineering, or technical consulting
  • 5+ years of experience in or serving the investment management industry (e.g., OMS, PMS, performance, risk, compliance, accounting systems)
  • Expertise in cloud-native architecture (AWS preferred), microservices, REST APIs, authentication (OAuth2/SAML), and platform security
  • Experience designing and integrating with enterprise financial systems, including data pipelines, SFTP processes, ETL tools, and analytics platforms
  • Strong understanding of InfoSec frameworks, SOC2, and vendor due diligence processes
  • Demonstrated ability to lead technical discussions with senior IT executives and translate business requirements into scalable architecture
  • Hands-on experience with tools and languages such as SQL, Python, Postgres, JSON, and cloud-based API management platforms
  • Outstanding verbal and written communication skills; able to communicate deeply technical ideas clearly to both technical and non-technical audiences
  • Bachelor’s degree in Computer Science, Engineering, Information Systems, or related field
  • A passion for elegant architecture, solving hard problems, and helping others succeed
  • Willingness to continuously learn modern enterprise and financial technologies
  • Serious interest in having fun at work
Responsibilities
  • 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

Ridgeline provides enterprise cloud software for investment management firms, offered as a subscription SaaS that unifies multiple applications and surfaces data to give actionable insights. The product works by connecting different departments and consolidating financial records and investor reporting in a single cloud-based platform, enabling streamlined operations and better decision-making. A key differentiator is Ridgeline’s focus on turning the back office into a strategic differentiator through cross-department data connectivity, coupled with a values-driven leadership team, a design partnership program that validates product decisions with target customers, and a strong two-office footprint in Lake Tahoe and Manhattan. The company aims to help investment firms operate more efficiently, improve data insights, and deliver better client experiences, while pursuing sustainable, high-growth growth through its subscription-based business model.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Incline Village-Crystal Bay, Nevada

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Winslow Capital scaled $30B AUM on Ridgeline platform November 2025.
  • Over 400 employees drive innovation across four U.S. offices.
  • SaaS model generates $10M–$50M recurring revenue annually.

What critics are saying

  • Workday Alchemy erodes market share poaching mid-sized managers within 12–24 months.
  • SS&C Advent Geneva upgrade steals enterprise clients at 15–20% lower TCO.
  • OpenAI finance agents commoditize Ridgeline AI within 12–24 months.

What makes Ridgeline unique

  • Ridgeline offers front-to-back cloud platform unifying data for investment managers.
  • Founded by Dave Duffield, creator of PeopleSoft and Workday, in 2018.
  • Launched first AI agents transforming investment management operations.

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Benefits

Stock option grants

Full medical, dental, & vision benefits

12-week paid parental leave

401K

Unlimited vacation

Dog-friendly

Annual Wellness Reimbursement

Annual Education Reimbursement

Company News

Ridgeline
Nov 18th, 2025
Winslow Capital Goes Live on Ridgeline, Scaling a $30 Billion AUM Business on a Single Platform

Winslow Capital goes live on Ridgeline, scaling a $30 billion AUM business on a single platform. Minneapolis-based firm selects Ridgeline for its unified, real-time data and "ability to deliver on its commitments." INCLINE VILLAGE, NV - November 18, 2025 - Ridgeline today announced that Winslow Capital Management, LLC, a leading growth equity manager with more than $30 billion in assets under management, has successfully gone live on the Ridgeline platform. The Minneapolis-based firm, a subsidiary of Nuveen (the investment arm of TIAA ), serves a global institutional client base, including mutual fund, ETF, and sub-advisory mandates. Winslow selected Ridgeline to modernize its front-to-back investment operations and unify its data, replacing a complex web of legacy systems and manual integrations with a single, cloud-native platform. By deploying Ridgeline, Winslow now manages portfolio management, trading, client relationship management, accounting, billing, reporting, and compliance within a single, real-time data model. This unified architecture reduces reconciliation burden, enhances data integrity, and enables seamless collaboration across investment, operations, and client service teams. Embedded AI and automated workflows are designed to reclaim capacity for higher-value work - accelerating idea-to-execution cycles and supporting Winslow's goal of operating with greater agility and precision. As part of this transition, Winslow improved control and transparency after years of relying on multi-vendor workflows. "We have confidence in the unified data platform Ridgeline has built," said Joshua Fuller, Chief Information Security Officer at Winslow Capital. "By modernizing our workflows, our teams will be able to provide an even greater level of client service and engage in higher value, more interesting work. Ridgeline seamlessly aligned with our cloud-first IT strategy - and we're incredibly excited about the potential of AI to further enhance efficiency and uncover valuable insights." The implementation represented a close collaboration between the Winslow and Ridgeline teams, with a strong focus on data migration, security enablement, and cutover readiness. From day one, Winslow sought measurable outcomes across client servicing, compliance, and financial close processes - all achieved with confidence in the platform's secure, role-based architecture. "We closely monitored Ridgeline from its earliest stages. While our existing systems were performing adequately, we recognized that continuous investment in these products was necessary to keep up with the evolving market demands and technological advancements. It was essential for us to conduct a thorough and deliberate evaluation to ensure we were making the best decisions for our clients," said Jill Fuller, Chief Risk Officer at Winslow Capital. "Ultimately, the decision hinged on people and trust. Ridgeline consistently demonstrated the ability to deliver on its commitments, which reassures us of the long-term value of our partnership." As Winslow continues to grow, Ridgeline will help them increase their operating leverage while keeping technology sprawl in check. "Winslow Capital operates at significant scale, serving sophisticated clients with precision and trust. Their high standards and embrace of unified, embedded AI, data-driven technology reflect where this industry is headed, and we're proud to partner with them to lead that transformation together," said Dave Blair, CEO at Ridgeline. Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."

Ridgeline
Aug 8th, 2025
Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth

Motley Fool Asset Management, whose parent company is known for its purpose-driven mission of making the world smarter, happier, and richer, selected Ridgeline after a rigorous evaluation process.

Global Financial Market Review
Aug 4th, 2025
Ridgeline Named "Best Use of AI in Finance USA 2025" by Global Financial Market Review

Ridgeline named "Best Use of AI in Finance USA 2025" by Global Financial Market Review.

Cision
Jun 11th, 2025
Congress Asset Management Goes Live On Ridgeline, Adopting The Cloud-Native Platform To Support Future Growth

"From accounting to billing to trading, the value of Ridgeline for our business is immeasurable. They really took the risk to reimagine how this industry should work." - Joel Carpenter, Equity Trader, Congress Asset Management

Cision
Mar 11th, 2025
Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation

Ridgeline launches first-of-their-kind AI Agents for investment management, transforming operations through intelligent automation.

INACTIVE