Custodian Data Operations Manager

Ridgeline•Reno, NV

1d•Remote

About The Position

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.

Requirements

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

Nice To Haves

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

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