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

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

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

Ridgeline

Ridgeline is the first front-to-back system of record for investment managers, founded by Dave Duffield. They modernize the industry with a single, real-time data set and embedded AI, automating complexity and accelerating collaboration, being recognized as a top software company.

Apply for This Position