Custodian Data Operations Manager

Who you are

You are a data-savvy problem-solver with a passion for building scalable systems that ensure accuracy, integrity, and automation. With experience in architecting processes that power complex financial workflows, you thrive on minimizing friction in operations. Your eagerness to apply advanced AI tools, such as ChatGPT, to streamline validation and authorization workflows sets you apart. You understand the importance of clean, accurate data flows and are committed to designing and refining processes that can scale with Ridgeline’s growth.

You have a collaborative spirit, working effectively across departments to ensure seamless client implementations. Your focus on automation and leveraging cutting-edge technologies demonstrates your commitment to enhancing operational precision. You are someone who values transparency and communication, embodying the Ridgeline culture of ownership and growth over comfort.

Desirable

Experience with financial workflows and data management is a plus. Familiarity with AI tools and automation technologies will enhance your ability to contribute to the team. A proactive approach to problem-solving and a willingness to learn and adapt will help you thrive in this role.

What you'll do

As the Custodian Data Operations Manager, you will lead a core internal team responsible for managing custodian data authorizations and validation workflows across all implementations. Your role will involve collaborating with various departments to ensure that data flows are clean and accurate, directly impacting the efficiency of onboarding new custodians. You will design and refine processes that can scale with Ridgeline’s growth, ensuring that operations run smoothly and effectively.

You will leverage advanced AI tools to reduce manual overhead and enhance operational precision, contributing to a critical internal operations function. Your work will be pivotal in streamlining validation and authorization workflows, allowing for seamless client implementations. You will be expected to communicate effectively with team members and stakeholders, fostering a culture of collaboration and transparency.

What we offer

At Ridgeline, we believe in creating an environment where our employees feel valued and inspired to bring their best selves to work. We offer rich benefits, including unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Our culture emphasizes ownership, growth, and positive intent, ensuring that you will thrive in a resilient, high-performing team. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.