Lead end-to-end implementations of Ridgeline enterprise cloud software for investment management customers.
Interact with internal and customer stakeholders to define scope and deliver services in a project management capacity.
Apply a consultative, innovative, and collaborative approach to ensure successful go-lives and industry impact.
Ridgeline is the first front-to-back system of record for investment managers, founded by Dave Duffield to modernize an industry with outdated technology. The company has offices in Lake Tahoe, New York, Reno, and the Bay Area, and is recognized as a top workplace and innovator, with a culture that values ownership, growth, transparency, and collaboration.
Lead end-to-end Intapp implementation for legal clients, from discovery to post-go-live support, configuring workflows and integrations.
Design and enhance risk, compliance, and finance solutions using Intapp products like Intake, Conflicts, and Open.
Provide technical guidance to junior engineers and support upgrades, migrations, and cloud readiness.
Harbor is a provider of expert services across strategy, legal technology, operations, and intelligence. Our team of over 900 strategists, technologists, and specialists works with leading law firms and corporations, fostering enduring partnerships.
Leads the end-to-end portfolio implementation operating model, including account implementation, rebalancing, and trading workflows.
Oversees centralized trading, risk controls, and performance management to ensure accurate, scalable implementation.
Partners with investment leadership and cross-functional teams to drive technology, automation, and operational excellence.
EP Wealth Advisors is a wealth management advisory firm serving high net worth individuals with over $49.1 billion in assets. The firm fosters an inclusive culture focused on associate growth and professional development.
Lead customer implementations of RealPage Accounting and Lumina AI Finance Agent from discovery through go-live, including configuration, testing, training, and transition to support.
Facilitate discovery with accounting and property-management stakeholders to document current processes, design future workflows, and manage implementation plans within a four-to-six-week timeline.
Deliver role-based training and change-management support while tracking requirements, adoption, testing outcomes, and communicating status and risks to stakeholders.
RealPage provides software and data analytics to the real estate industry, focusing on property management and accounting solutions. The company is an equal opportunity employer with a comprehensive benefits package and a remote-friendly culture.
Take technical ownership of a highly customized SimCorp GAIN Security Master environment supporting a global investment manager.
Enhance data integrations, transformation logic, and data-quality controls using GAIN Studio and Data Browser.
Provide hands-on technical leadership and support the migration toward BlackRock Aladdin.
An undisclosed global investment management organization relies on a customized SimCorp GAIN Security Master environment for critical data infrastructure. The team values hands-on technical ownership, collaboration across regions, and building internal expertise.
Investigate and resolve cost basis and performance reporting discrepancies across portfolio accounting platforms.
Perform daily account reviews and reconciliations to ensure accuracy and completeness of trading activity and reporting data.
Support quarterly client reporting, audits, and data integrity initiatives while partnering with teams to improve processes.
Mercer Advisors is a financial services firm that helps families simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. With over 42,800 families served and ranked #1 RIA by Barron's, the company fosters a flexible, inclusive culture where over half of employees are women.
Serve as the primary liaison between clients and technical teams, translating business requirements into solution designs and detailed functional specifications.
Utilize knowledge of the banking industry and nCino best practices to offer strategic consulting, providing insight on industry trends and regulatory requirements.
Demonstrate expertise in the nCino product, conduct in-depth product demonstrations, and drive the vision and adoption of nCino across financial institutions.
nCino is transforming financial services through bold innovation and relentless execution. The company fosters a culture of inclusion and equality, with a diverse team that drives its success.
Assist with Intapp implementation and enhancement work, from requirements gathering through testing and deployment.
Configure workflows, forms, rules, and application settings under senior team guidance.
Support client and matter intake, conflicts, risk, compliance, and legal processes.
Harbor is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. Our globally integrated team of 900+ strategists, technologists, and specialists navigate alongside our clients to provide essential resources and insights.
Process subscriptions, closings, transfers, and distributions for private investment sponsors.
Answer investor and advisor inquiries and escalate complex requests to account managers.
Maintain securityholder records and support regulatory filings with high accuracy.
VENTURE.co is a SaaS company serving the alternative investments industry, with a subsidiary that acts as an SEC-registered transfer agent. We are a fully remote team with a collaborative, entrepreneurial culture focused on accuracy and details.
Run the full cycle, from sourcing and executive engagement through close.
Close multi-stakeholder SaaS contracts with hedge funds and asset managers.
Build lasting relationships with CIOs, COOs, and senior investment leaders.
Arcana is a front-office portfolio intelligence platform built for hedge funds and asset managers, providing software for performance, risk, and investment decisions. Named a LinkedIn Top Startup, it is a small, ambitious Series B company with a collaborative culture and flexible work arrangements.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Own implementations from kickoff to go-live, configuring pricing, billing, accounting integrations, and AI workflows.
Translate complex customer logic into working Supermove configurations, from commission sheets to van-line connections.
Train customer teams and improve implementation templates, while troubleshooting data syncs and APIs.
Supermove builds software and AI for moving companies, handling sales, operations, crews, and billing, with voice agents and an AI platform called Autopilot. Backed by $30M from Andreessen Horowitz, the company's system runs moving companies across the US, Canada, and Australia, from single-location movers to large franchise systems.
Own one or two asset classes and define Behavox Financial Data Model fields, schemas, and validation rules.
Turn market abuse typologies into Polaris risk scenarios and maintain the Unified Risk Taxonomy for owned asset classes.
Support client meetings, demos, and RFPs alongside revenue teams while working with AI agents and Git-based workflows.
Behavox provides an AI/ML-based data operating platform that organizes enterprise data into actionable information for risk, compliance, and business growth. The company fosters a global community of fearless innovators and values bold innovation in high-performing teams.
Provide subject matter expertise in financial crime and compliance to prospects and clients
Position and demo Actimize solutions, translating technical features into business value
Lead Proof of Concept engagements and respond to RFIs/RFPs to drive revenue
We are the largest and broadest provider of financial crime, risk and compliance solutions for financial institutions and government regulators. Our team of 8,500+ employees across 30+ countries works collaboratively to protect assets and ensure regulatory compliance using innovative AI and cloud technology.
Translate research analyst perspectives and market insights into clear, actionable deliverables for advisors.
Develop scalable frameworks and lead the quarterly refresh of the Mariner Manager Monitor (3M).
Serve as a subject matter expert for the Morningstar Report Portal and build asset allocation studies for institutional clients.
Mariner Wealth Advisors is an independent wealth management firm providing financial planning, investment management, and advisory services to individuals and institutions. With a focus on client service and a collaborative culture, the firm supports professional growth and community involvement for its associates.
Embed with the Finance team to learn workflows and build trust, turning loosely defined problems into product requirements and design documents.
Design, build, and operate finance applications, automations, and AI experiences end to end on Vista's platform, integrating systems like Snowflake, SharePoint, and Smartsheet.
Own shipped software from releases to iteration, with accuracy, auditability, and data security, while partnering with Finance Technology technologists to ensure platform standards are met.
Vista is a preeminent technology investor specializing in enterprise AI and software, with over $100 billion in AUM. The firm has been pioneering new approaches to software investing for over 25 years and fosters a culture of innovation and collaboration.
Manage data licenses and renewals with exchange groups and data providers.
Prepare and submit accurate monthly usage reporting and monitor broker/partner licensing.
Identify opportunities to improve and automate licensing, reporting, and entitlement processes.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure, serving hundreds of financial institutions across 40 countries. Our global team of 400+ members is diverse, committed to open-source, and backed by $400M in funding.
Manage customer-facing project implementations and lead a team of multi-functional consultants.
Establish performance standards, conduct reviews, and handle employee relations.
Ensure clear processes and maintain a world-class team culture.
Raptor Technologies is a school safety partner providing SaaS and mobile technology solutions for crisis prevention and response. The company serves 60,000 schools in 55 countries and prioritizes a culture of safety and wellbeing.
Build and maintain your own investor book, qualifying and warming relationships with family offices, VCs and strategic investors.
Support live mandates with investor qualification, briefing notes and follow-up on real deals.
Grow your network through regular first conversations and shadowing senior team members toward a senior role.
Pairs is a vetted private capital network that connects breakout US founders with family offices, VCs and strategic investors. The company focuses on the top 1% of deals, vets every founder and investor, and invests its own money alongside investors.
Deliver billable consulting to law firm clients for full software suite, including design, configuration, testing, training, and Go-Live.
Define functional requirements and produce project documentation such as Functional Requirements, Training, and Testing Strategy.
Resolve issues with stakeholders, deliver within scope and schedule, and support remote team initiatives.
Elite is the trusted automation platform for law firm operations, delivering a cloud-native SaaS suite for financial, invoice, time, and data management. Its global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia, with an employee-centric, flexible remote culture.