Demo

Senior Data Migration Consultant

Ridge Line Services
New York, NY Full Time
POSTED ON 1/27/2025
AVAILABLE BEFORE 4/26/2025

Are you a seasoned professional with a passion for delivering impactful software implementations? Do you excel at leading data migration projects, ensuring accuracy and integrity in every step of the process? Are you eager to collaborate with diverse teams to transform how investment management firms manage their operations? If so, we invite you to be a part of our innovative team.

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 directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services with an emphasis on data migrations. A consultative approach, innovative mindset, and collaborative spirit will be key as you build a track record of successful go-lives and make a meaningful impact on an industry primed for change.

What will you do?

  • 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 Data Science team to improve inefficient processes, enhance system automation, and improve accuracy
  • Understand and apply Ridgeline's value proposition and leverages 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

Required Skills and Experience

  • Bachelor's or Master's degree in Finance, Accounting, Economics, Information Systems, Mathematics, or related field
  • Minimum of 5 years of experience in data conversion projects, specifically within the investment management industry.
  • Strong technical skills with experience in SQL, database management systems [MS SQL, Oracle, Mysql, or Postgres], and data integration or ETL tools.
  • Advanced MS Excel proficiency
  • 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).
  • Proven track record of managing complex data projects from planning through execution.
  • Excellent problem-solving abilities and attention to detail.
  • Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders.
  • Ability to work independently and in team settings, managing multiple priorities under tight deadlines.
  • Nice-to-Haves

  • 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
  • About Ridgeline

    Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

    Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

    With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a "Best Workplace for Innovators," by The Software Report as a "Top 100 Software Company," and by Forbes as one of "America's Best Startup Employers."

    Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

    Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

    Compensation and Benefits

    The cash compensation amount for this role is targeted at $115,000-$137,500 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

    As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.

    In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be : one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

    LI-Remote

    Salary : $115,000 - $137,500

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Senior Data Migration Consultant?

    Sign up to receive alerts about other jobs on the Senior Data Migration Consultant career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $129,640 - $165,363
    Income Estimation: 
    $151,182 - $194,086
    Income Estimation: 
    $112,672 - $149,113
    Income Estimation: 
    $115,719 - $153,093
    Income Estimation: 
    $137,343 - $165,639
    Income Estimation: 
    $135,811 - $184,429
    Income Estimation: 
    $120,390 - $162,969
    Income Estimation: 
    $95,426 - $117,847
    Income Estimation: 
    $115,392 - $147,123
    Income Estimation: 
    $102,977 - $139,811
    Income Estimation: 
    $133,653 - $195,399
    Income Estimation: 
    $525,322 - $679,598
    Income Estimation: 
    $88,359 - $121,264
    Income Estimation: 
    $93,716 - $124,745
    Income Estimation: 
    $118,976 - $146,289
    Income Estimation: 
    $112,672 - $149,113
    Income Estimation: 
    $98,475 - $115,895
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Ridge Line Services

    Ridge Line Services
    Hired Organization Address Reno, NV Full Time
    Are you a forward-thinking software engineer with a knack for ensuring frontend developer tooling delivers high confiden...
    Ridge Line Services
    Hired Organization Address Reno, NV Full Time
    Are you a software engineer passionate about securing digital platforms through robust authentication and entitlements? ...
    Ridge Line Services
    Hired Organization Address Reno, NV Full Time
    Do you have a passion for finance & investing? Are you interested in modeling the industry's data and making it highly a...
    Ridge Line Services
    Hired Organization Address Reno, NV Full Time
    Are you an accomplished frontend engineer with a passion for building innovative, cloud-native solutions using modern te...

    Not the job you're looking for? Here are some other Senior Data Migration Consultant jobs in the New York, NY area that may be a better fit.

    Lead Director - Data Science - AI

    Starcom Consultant, New York, NY

    Migration Consultant

    Eden Smith Group, New York, NY

    AI Assistant is available now!

    Feel free to start your new journey!