Custodian Data Operations Manager jobs in United States
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Ridgeline · 1 day ago

Custodian Data Operations Manager

Ridgeline is an innovative company focused on modernizing investment management through technology. As the Custodian Data Operations Manager, you will lead a team responsible for managing custodian data authorizations and validation workflows, collaborating with various departments to ensure accuracy and efficiency in data operations.

Artificial Intelligence (AI)Information TechnologySoftware
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Responsibilities

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

Qualification

Financial data operationsData engineeringAI tools proficiencyCustodian data structuresOperational workflows improvementData validation toolsCommunicationCollaboration skillsGrowth mindset

Required

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

Preferred

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

Benefits

Unlimited vacation
Educational and wellness reimbursements
$0 cost employee insurance plans

Company

Ridgeline

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Ridgeline is a computer software company that specializes in software development to deliver for the investment management industry.

Funding

Current Stage
Growth Stage

Leadership Team

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Dave Blair
Chief Executive Officer
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Lisa Faucher
SVP, Enterprise Operations
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Company data provided by crunchbase