Are you a seasoned financial professional with over a decade of experience across various asset classes? Do you thrive in roles where your expertise drives strategic development? Are you motivated to shape the future of a FinTech platform by defining support for asset classes like Fixed Income, Derivatives, and FX? If so, we invite you to be a part of our innovative team.

In this senior role, you will be essential in advancing Ridgeline's asset class expansion roadmap. Working across teams, you will be responsible for defining the requirements to support multi-asset workflows. Your expertise will guide the TOM (Trade Order Management) scrum teams, helping them implement strategic solutions aligned with Ridgeline's platform goals. Utilizing cutting-edge technologies like ChatGPT and other AI tools, you’ll play a pivotal role in Ridgeline’s asset management platform innovation. You’ll be encouraged to think outside the box, bringing your own vision, passion, and insights to drive advancements that impact both our team and the industry. As a key contributor to our rapidly growing company and one of our first 500 employees, you’ll collaborate with a supportive, inclusive team and bring valuable insights to advance the mission of an ambitious tech startup. Our team is committed to creating a lasting impact on the investment management industry, leveraging AI and leading development practices to bring transformative change.

What will you do?

• Connect with customers to analyze multi-asset class needs for our platform
• Reimagine workflows for multi-asset classes within Ridgeline’s unified platform
• Collaborate closely with the Design team to prototype, test, and refine ideas based on user feedback
• Educate TOM team members on the intricacies of multi-asset workflows
• Align with each TOM PM to make informed scoping and phasing decisions that enhance project execution
• Partner with Accounting to ensure private assets not processed by TOM are effectively managed
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

Desired Skills and Experience

• 10+ years of multi-asset class experience in asset management or financial services 
• Expertise in fixed income, options, futures, FX forwards, and other non-equity asset classes
• Strong understanding of workflow design and customer-centric development
• Proven experience collaborating across multiple teams to drive complex projects forward
• Familiarity with AI-driven tools to enhance customer insights and product development
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
• Exceptional communication skills to educate, align, and influence internal stakeholders
• An aptitude for problem solving
• Serious interest in having fun at work

Bonus:

• Experience with multi-asset class platform development or related FinTech product roles
• CFA charterholder 

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 

[For New York and California Based Only]

The cash compensation amount for this role is targeted at $185,000-$250,000. 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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