Are you a detail-oriented consulting professional with a passion for delivering impactful software implementations? Do you excel at leading data migration projects, ensuring accuracy and integrity in every step of the process? Are you eager to collaborate with diverse teams to transform how investment management firms manage their operations? If so, we invite you to be a part of our innovative team. As a Data Migration Consultant at Ridgeline, you will be responsible for end-to-end functional implementations of the Ridgeline enterprise cloud software for investment management customers. At the intersection of investment management and technology, you will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services with an emphasis on data migrations. A consultative approach, innovative mindset, and collaborative spirit will be key as you build a track record of successful go-lives and make a meaningful impact on an industry primed for change. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you. The Impact you have - Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility. - Collaborate with the implementation team and customers to gather requirements, understand their client management, portfolio accounting and performance data needs. - Perform data mapping, transformation, and cleansing activities to meet project specifications. - Validate, troubleshoot, and resolve any variances between source data and Ridgeline system generated data during the data conversion process, providing technical support and guidance to customers. - Coordinate closely with project managers and functional consultants to ensure dependencies are identified and accurately accounted for as part of the broader onboarding process. - Partner with Data Science team to improve inefficient processes, enhance system automation, and improve accuracy. - Understand and apply Ridgeline’s value proposition and leverages our established implementation methodology to provide holistic solutions. - Deliver accurate and timely responses to customers and the implementation team (verbal and written) related to data migration tasks. - Contribute to department broader Customer Success initiatives to improve the onboarding experience. What we look for - Bachelor’s or Master’s degree in Finance, Accounting, or Economics. - 5+ years of experience within the investment management industry. - Strong knowledge of financial instrument types, asset management industry, and data related workflows (reconciliation, data flows, and end user reporting). - In-depth knowledge of portfolio accounting systems and performance measurement methodologies, including financial transaction types and asset classes (equities, fixed income, and FX). - Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders. - Strong experience in SQL, data integration ETL tools and MS Excel. - Proven track record of managing complex data projects from planning through execution. - Excellent problem-solving abilities and attention to detail. - Ability to work independently and in team settings, managing multiple priorities under tight deadlines. Bonus - Project management skills and/or experience leading successful implementations of enterprise SaaS solutions. - Understanding of Agile principles and software development lifecycles. - Experience coaching customers around tech stack, tooling, and processes. - Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata. - Basic understanding of AWS, APIs, and serverless technology. - Chartered Financial Analyst designation a plus. About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded 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. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.” Ridgeline is proud to be 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 $128,000-$153,000 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. #LI-Remote

• Architect and implement Creatio CRM solutions tailored to complex client business requirements • Lead system integrations between Creatio and client enterprise systems - ensuring clean data flows, optimal workflows, and strong user experience • Work directly with client IT departments to ensure on-time, in-scope, in-budget delivery • Translate complex technical concepts into clear language for non-technical stakeholders - bridging the gap between IT and business • Coach and mentor junior consultants on Creatio best practices and implementation standards • Contribute to SM's internal knowledge base and participate in the broader Creatio community through blogs, webinars, or forums

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description AO Globe Life is expanding and seeking motivated professionals who want more than just a job. Whether you're beginning a new career or transitioning from another field, this opportunity offers remote flexibility, weekly earnings potential, and a clear path for long-term growth within a mission-driven organization. - Conduct scheduled virtual consultations with clients nationwide via Zoom - Help individuals and families understand available coverage options - Guide clients through the enrollment process with professionalism and clarity - Maintain accurate and compliant digital records of client interactions - Participate in weekly team calls, training sessions, and professional development programs - Collaborate with teammates to share best practices and achieve performance goals Qualifications - Strong communicators comfortable engaging with clients through video consultations - Self-motivated professionals who value independence and accountability - Service-oriented individuals who enjoy helping others make informed decisions - Tech-comfortable professionals familiar with Zoom, CRM systems, and cloud-based tools - Individuals authorized to work in the United States with a reliable internet connection and Windows-based computer with webcam Requirements - 100% remote position available to U.S.-based professionals - Flexible scheduling that allows you to structure your workday - Weekly pay through direct deposit (commission-based structure) - Warm, pre-qualified client appointments provided—no outbound prospecting required - Comprehensive training and licensing support - Health insurance premium reimbursement - Monthly and quarterly performance bonuses - Leadership development and promotion opportunities - Supportive, collaborative team culture Company Description For more than 70 years, AO Globe Life has partnered with labor unions, credit unions, and veteran organizations to provide supplemental coverage to working families across the United States. Our organization focuses on service, integrity, and long-term opportunity while empowering professionals to succeed in a remote-first environment.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Workplace Planning Consultants provide guidance on available account options for our customers’ retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Workplace Planning Consultant, increasing your overall income potential. The compensation package includes a base salary plus bonus, creating the opportunity to earn a generous paycheck. The bonus compensation component will be variable and tied to specific metric-related goals set by Empower. What you will do: - Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account - Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals - Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals - Focus on deepening customer’s relationship with Empower What you will bring: - Bachelor's degree or an equivalent combination of education and professional work experience - Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention - Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire - Motivated, self-starter with the ability to learn new information quickly and independently - Demonstrated relationship management and customer service skills - Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions What will set you apart: - Previous experience with inbound and/or phone-based consultation - Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.) - Ability to quickly learn new systems and prior experience with SalesForce a plus - Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment - A growth mindset to meet company and team goals ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $52,000.00 - $64,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-30-2026 Want the latest money news and views shaping how we live, work and play? 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