The Industry Cloud Platform for Investment Management
Customer Experience Manager, Front Office Consulting
Location
California + 2 moreAll locations: California | Nevada | New York
Posted
61 days ago
Salary
$143K - $234K / year
Seniority
Lead
Job Description
Customer Experience Manager, Front Office Consulting
Ridgeline
• Lead, coach, and develop a team of Front Office Consultants delivering enterprise SaaS implementations for investment management firms • Foster a collaborative consulting culture rooted in ownership, knowledge sharing, transparency, and continuous learning • Oversee front office workstreams across multiple enterprise implementations to ensure high-quality, on-time delivery • Guide teams through complex implementation challenges while maintaining strong relationships with customer stakeholders • Ensure strong design and deployment of trading, portfolio management, compliance, and post-trade workflows • Collaborate closely with Project Management, Technical Consulting, Data Migration, Product, Engineering, and Customer Success teams to ensure seamless implementation execution • Establish and refine functional implementation standards, configuration practices, and reusable workflow templates • Strengthen forecasting, capacity planning, and utilization management across the consulting organization • Analyze delivery metrics and feedback to improve predictability, team effectiveness, and customer outcomes • Champion adoption of AI-powered tools such as OpenAI and Claude to enhance requirements gathering, workflow design, and implementation documentation • Identify opportunities to apply AI across solution design, compliance rule validation, reporting configuration, and knowledge management • Establish responsible AI usage practices that support secure and trusted customer engagements • Build trusted relationships with senior stakeholders including trading desks, portfolio managers, compliance leaders, and operations teams • Provide strategic guidance on workflow design, operating model alignment, and implementation sequencing • Communicate the value of Ridgeline’s front office capabilities to both technical and business audiences • Step in hands-on when needed to support critical milestones or complex deployment dynamics
Job Requirements
- 8+ years implementing investment management software in a customer-facing role
- Deep expertise in front office workflows including trading, portfolio management, and compliance monitoring
- 3+ years of people management experience within a consulting or professional services environment
- Strong understanding of the investment management lifecycle including trade order management, post-trade workflows, compliance monitoring, and reporting
- Knowledge of investment instruments including equities, fixed income, multi-currency instruments, derivatives, and alternatives
- Proven experience leading complex, multi-workstream SaaS implementations
- Strong portfolio management, forecasting, and resource planning capabilities
- Exceptional interpersonal, communication, and executive stakeholder management skills
- Experience handling customer escalations with professionalism and sound judgment
- Demonstrated curiosity and hands-on experience leveraging emerging technologies including AI tools
- Experience guiding teams in responsible and effective AI adoption
- Ability to collaborate effectively across cross-functional teams
- Willingness to learn about cutting-edge technologies while cultivating deep investment management domain expertise
- An aptitude for problem solving
- Ability to communicate effectively
- Serious interest in having fun at work.
Benefits
- unlimited vacation
- educational and wellness reimbursements
- $0 cost employee insurance plans
- participation in Company Stock Plan
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