Are you an industry expert with deep ties to the institutional buy-side and wealth management sectors? Do you thrive at the intersection of finance and technology, driving innovation to meet the needs of discerning investment professionals? Are you excited to leverage your expertise to craft long-term strategies that transform how investment managers run their businesses and engage with their clients? If so, we invite you to lead our innovative Product Strategy team.

As Head of Product Strategy at Ridgeline, you will lead the long-term vision and product strategy for the Ridgeline platform and applications tailored to the specific needs of institutional buy-side firms and wealth managers. Your deep industry relationships and understanding of investment management investment and operations lifecycle will guide the development of transformative solutions. Collaborating with cross-functional teams and leveraging cutting-edge tools, including AI-driven technologies like ChatGPT, you will shape Ridgeline’s product suite to meet the unique demands of this sophisticated market and set the company on a path for long-term growth.

This role reports to the CEO and requires close collaboration with sales and marketing, product, customer experience, and other departments to ensure Ridgeline builds the right solutions to meet current and future market needs. 

What will you do?

• Define and lead Ridgeline’s product strategy to deliver enterprise-grade solutions for institutional buy-side firms and wealth managers.
• Collaborate with engineering, product management, design, marketing, customer experience, and sales teams to execute a cohesive product roadmap that resonates with target audiences.
• Leverage deep relationships within the investment management industry to identify unmet needs and drive market adoption.
• Conduct comprehensive market research, focusing on portfolio management, trading, reporting, compliance, and client engagement to inform product direction.
• Partner with customers and prospects to translate complex operational requirements into actionable strategies and product designs.
• Inspire and mentor a team of product strategists and product marketers to execute ambitious goals with precision and creativity.
• Work collaboratively and closely with pre-sales and product teams.
• Define innovative and compelling uses of AI within the Ridgeline Product that will drive user adoption and differentiate Ridgeline
• Monitor, measure, and iterate, working with sales, product, and customer experience on data-driven company growth outcomes to ensure future direction and alignment with market dynamics and customer feedback.

Desired Skills and Experience

• 15+ years of experience in product strategy or management within the FinTech or investment management space.
• Deep expertise in investment management and the language of finance with a specialty in institutional buy-side and wealth management, including all aspects of the firm's front, middle, and back office operations. 
• Proven ability to build and maintain senior-level relationships within investment firms, translating insights into innovative product solutions.
• Strong leadership and team-building skills, focusing on fostering collaboration across departments.
• Experience with SaaS software offerings and technology such as AWS.  
• Exceptional analytical and problem-solving capabilities, with a focus on actionable strategies.
• Experience leveraging modern technologies, including AI, to drive platform and product long-term direction and innovation..
• Clear and effective communicator, capable of articulating complex ideas to diverse audiences. Exceptional presentation skills and experience presenting at industry events. 
• Experience scaling product offerings in high-growth environments.
• Familiarity with the regulatory landscape of investment management, including compliance and reporting standards.
• Expertise in go-to-market strategies for enterprise solutions targeting financial services.

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. 

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

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 typical starting salary range for this role is $250,000 - $350,000. 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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