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Ridgeline

AI-native front-to-back office investment platform

Director – Product & Technology Operations

Business OperationsConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Have 10+ years of experience in operations, program leadership, product operations, engineering operations, business operations, or a similarly cross-functional leadership role.
  • Have 8+ years of people leadership experience and a track record of building, developing, and retaining high-performing teams.
  • Have proven success partnering with senior leaders to translate business priorities into operating plans, tradeoff decisions, and measurable execution outcomes.
  • Have demonstrated experience building operating models, governance structures, standards, and management systems within complex product and technology organizations.
  • Have strong experience improving cross-functional execution across Product, Engineering, QA, GTM, and partner teams.
  • Have a track record of leading through influence at the executive level and aligning multiple teams around shared priorities, standards, and outcomes.
  • Have experience establishing or improving quality, program management, product operations, and engineering operating standards in a scaling technology organization.
  • Have strong familiarity with systems such as Jira and Productboard and the judgment to help teams govern and scale those tools effectively.
  • Have strong judgment about where standardization creates leverage and where teams need flexibility.
  • Have experience building metrics, dashboards, and review mechanisms that improve visibility, accountability, and decision quality.
  • Have excellent written and verbal communication skills and the ability to simplify complexity and create clarity across technical and non-technical stakeholders.
  • Have strong problem-solving skills, high agency, and consistent follow-through in ambiguous environments.
  • Be able to balance strategic leadership with hands-on execution when needed.
  • Be fluent with AI tools such as ChatGPT, Claude, Gemini, and Glean and understand how AI can improve operational efficiency, innovation, and productivity.
  • Have a learning mindset and be willing to deepen expertise in cutting-edge technologies and the investment management domain.
  • Be authorized to work in the United States without employer sponsorship.

Responsibilities

  • Partner with Product, Engineering, Quality, GTM, and company leaders to clarify priorities, frame tradeoffs, and improve decisions against important business outcomes.
  • Lead a multidisciplinary Product & Technology Operational Excellence organization spanning Product Operations, Engineering and QA Operations, and Project Management.
  • Build and evolve an operating model that enables Product, Engineering, and Quality leaders to align priorities, surface risks early, make effective tradeoffs, and follow through on commitments.
  • Establish and mature quality, product management, and engineering operating standards that increase consistency, accountability, and execution discipline.
  • Create dashboards, scorecards, and operating reviews that give leaders visibility into priorities, progress, risks, dependencies, and opportunities for intervention.
  • Clarify roles, handoffs, decision rights, and operating forums across Product, Engineering, QA, GTM, and partner teams to reduce friction and accelerate execution.
  • Oversee a portfolio of key technology initiatives with clear ownership, milestone discipline, dependency management, risk escalation, and cross-functional alignment.
  • Develop leaders and team members across Product Operations, Engineering and QA Operations, and Project Management while building a high-performing, collaborative organization.
  • Apply AI and automation to strengthen operating efficiency, decision support, knowledge sharing, and execution quality across Product and Technology.
  • Model ownership, transparency, sound judgment, and a growth mindset while helping teams continuously improve how they work.

Desired Qualifications

  • Have experience in a high-growth technology environment.
  • Have experience in fintech, investment management, or another complex, regulated domain.
  • Have experience leading a center of excellence or shared operations function across multiple technical teams.
  • Have experience managing leaders across Product Operations, Engineering Operations, Quality Operations, or Program Management.

About the Company

Ridgeline

AI-native front-to-back office investment platform

Ridgeline delivers a single, cloud-based platform for investment management that unifies front-to-back office functions (client engagement, portfolio management, trading, compliance, reconciliation, accounting, and reporting) on one real-time data set. Its AI-native approach embeds Ridgeline AI throughout the platform, including digital coworkers, a conversational reporting assistant, and workflow automation, plus Market Intelligence integrated into workflows. It distinguishes itself from competitors by building the system from the ground up with an enterprise software approach and tying pricing to multi-year SaaS contracts that scale with assets under management. The company aims to help asset managers, wealth managers, and RIAs run their businesses more efficiently, reduce data silos, automate complex workflows, stay compliant, and produce timely financial reporting.

Company size
201-500
Company stage
Series E
Total funding
$250M
Headquarters
Incline Village-Crystal Bay, Nevada
Founded
2018

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