Senior Lead Solutions Consultant

The role

You will provide functional and technical expertise during the sales cycle as the primary product and solutions consulting expert for the Canadian market. You will lead product demonstrations, manage RFP/RFI responses, and collaborate with sales and product teams to drive adoption of the cloud-native platform.

What you will do

• Lead technical and functional product demonstrations to prospective clients.
• Serve as a product expert for stakeholders including Traders, Portfolio Managers, IT, Accounting, and Compliance Officers.
• Own the Canadian market and support other Canadian regions as required.
• Partner with sales, product development, and implementation teams.
• Collaborate with the U.S. Solutions Consulting team on shared deals and initiatives.
• Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work.
• Provide feedback to product management teams to drive product enhancements.
• Develop tailored solutions emphasizing single-platform capabilities.
• Travel regularly across Canada and occasionally to the U.S.

Required qualifications

• 8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles.
• 5+ years of client-facing experience with technology-based enterprise solutions in Asset or Wealth Management.
• Deep understanding of investment management, including systems such as OMS, PMS, and Accounting platforms.
• 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,
• Strong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processes.
• Familiarity with consultative selling methodologies.
• Exceptional communication skills.
• Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or a related field.
• Self-starter with a friendly demeanor, professionalism, and the ability to forge strong relationships with senior market practitioners.
• Experience presenting cloud-based solutions and driving value-based sales approaches.
• Willingness to learn about cutting-edge technologies.

Nice to have

• Bilingual proficiency in French

Benefits

• Opportunities for advancement in your career

Before you apply

• You must be work authorized in Canada without the need for employer sponsorship.

About the company

Ridgeline is the first front-to-back system of record for investment managers. The company was created to modernize an industry held back by outdated, disconnected technology.