Senior Staff Project Lead, Customer Experience

Remote Full TimeCalifornia, United States (Remote)Ridgeline

We are seeking a Senior Staff Project Lead, Customer Experience to lead end-to-end customer implementations of Ridgeline’s enterprise platform, defining project scope, allocating resources, and developing execution plans that align with customer goals and Ridgeline’s standards. As a Customer Experience Project Lead, you’ll be on the front lines of revolutionizing investment management technology, leveraging cutting-edge technologies, including AI tools like ChatGPT, to deliver exceptional outcomes and elevate the client experience.

Requirements

  • Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
  • 10+ years of experience leading enterprise software implementations for investment management clients
  • Deep understanding of investment management workflows including front and back office operations
  • Strong command of project management practices and methodologies
  • Exceptional organizational and time management skills
  • Strong interpersonal skills, capable of engaging with senior leadership and managing multiple stakeholder relationships

Benefits

  • Unlimited vacation
  • Educational and wellness reimbursements
  • Employee insurance plans
  • Company Stock Plan subject to the applicable Stock Option Agreement

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