Custodian Data Operations Manager

Are you a data‑savvy problem‑solver who thrives on building scalable systems that ensure accuracy, integrity, and automation? Do you enjoy architecting behind‑the‑scenes processes that power complex financial workflows with minimal friction? Are you eager to apply advanced AI tools to streamline validation and authorization workflows and contribute to a critical internal operations function? If so, we invite you to be a part of our innovative team.

As the Custodian Data Operations Manager at Ridgeline, you’ll lead a core internal team responsible for managing custodian data authorizations and validation workflows across all implementations. You’ll collaborate across departments to ensure clean, accurate data flows while designing and refining processes to scale with Ridgeline’s growth. Your work will directly impact our ability to onboard new custodians efficiently and reliably—contributing to seamless client implementations. With a strong focus on automation, you’ll leverage cutting-edge technologies—including AI tools like ChatGPT—to reduce manual overhead and enhance operational precision.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high‑performing culture.
If this excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have

• Build and operate Ridgeline’s internal function for custodian data authorization and validation

• Collaborate with engineering, implementation, and product teams to support custodian onboarding

• Design and refine workflows that ensure secure, accurate, and complete custodian data connections

• Partner with internal teams to support onboarding and ongoing operations of external data integrations

• Automate high‑volume validation processes using AI and other technologies to improve efficiency and reduce risk

• Establish scalable protocols for authorization reviews, reconciliations, and exception handling

• Define metrics and monitoring tools to ensure continuous improvement and reliability

• Contribute to a collaborative environment rooted in learning, teaching, and transparency

• Think creatively, own problems, and communicate clearly along the way

What we look for

• 5+ years of experience in financial data operations, data engineering, or custodian/integration roles

• General understanding of custodian data structures, feeds, and authorization processes

• Demonstrated experience implementing or improving operational workflows

• Proficiency with tools for data validation, monitoring, and automation

• Curiosity and clarity in using AI tools like ChatGPT or custom AI/ML solutions for operational automation

• High attention to detail and ownership over mission‑critical processes

• Excellent communication and collaboration skills across technical and non‑technical teams

• A growth mindset and willingness to help build a team from the ground up

Bonus

• Experience working with APIs or integrating with custodians (e.g., Schwab, Fidelity, Pershing)

• Familiarity with investment management data and systems

• Prior experience in a fast‑paced startup or fintech environment

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), 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, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 $127,000 - $153,000 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.

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