Lead end-to-end customer implementations of Ridgeline’s enterprise platform with confidence and accountability
Define project scope, allocate resources, and develop execution plans that align with customer goals and Ridgeline’s standards
Establish and maintain strong communication with customer stakeholders, ensuring alignment and transparency throughout the project lifecycle
Identify, assess, and mitigate risks while fostering a problem-solving culture across cross-functional teams
Manage project budgets and schedules with precision, balancing efficiency and adaptability
Contribute to a collaborative team environment by leading with resilience, positivity, and a commitment to outcomes
Build trusted relationships with both internal and external partners, influencing through clarity and integrity
Take ownership of critical project tasks, stepping in hands-on when necessary to ensure delivery excellence

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; proven ability to manage cross-functional resources
Exceptional organizational and time management skills with a hands-on, proactive approach to problem-solving
Strong interpersonal skills, capable of engaging with senior leadership and managing multiple stakeholder relationships
Demonstrated curiosity and ability to quickly learn and adapt to new technologies
Willingness to leverage AI tools such as ChatGPT to improve project efficiency and communication
Domestic travel 25–50%

Senior Staff Project Lead, Customer Experience

Key skills