[Hiring] Lead Data Migration Consultant @Ridgeline

Role Description

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. You will:

• 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 the Data Science team to improve inefficient processes, enhance system automation, and improve accuracy.
• Understand and apply Ridgeline’s value proposition and leverage 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.

Qualifications

• 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.

Requirements

• 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.

Benefits

• The typical starting salary range for this role is: $143,000 - $190,000 OTE.
• Final compensation amounts are determined by multiple factors, including candidate experience and expertise.
• Opportunities for advancement in your career and the ability to make a true impact on the product.
• Participation in the Company Stock Plan subject to the applicable Stock Option Agreement.
• Unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

Company Description

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield, 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.