Full-Time

Talent Operations & Program Management Lead

Posted on 8/1/2025

Ridgeline

Ridgeline

201-500 employees

Enterprise cloud SaaS for investment management

Compensation Overview

$140k - $162.5k/yr

+ Stock Plan

San Ramon, CA, USA + 1 more

More locations: Reno, NV, USA

Hybrid

Category
People & HR (1)
Required Skills
Communications
Confluence
Requirements
  • Seven or more years of experience in recruiting coordination, recruiting operations, or talent programs.
  • Experience owning and configuring recruiting systems, such as Greenhouse, including integrations and vendor partnerships.
  • Proven success supporting or owning recruiting programs, such as referrals, candidate experience, interviewer training, and process audits.
  • Strong project management and organizational skills with a bias for action and continuous improvement.
  • Strong attention to detail and commitment to data quality in reporting and documentation.
  • Proven curiosity and hands-on experience in artificial intelligence tools and automation technologies; ability to evaluate, test, and operationalize tools that improve efficiency and scalability across Talent systems.
  • Excellent communication skills and ability to work across all levels of the organization.
  • Ability to influence without authority and partner cross-functionally with credibility and diplomacy.
Responsibilities
  • Own the process infrastructure that supports a seamless, consistent, and high-quality candidate interview experience.
  • Drive the evolution of key hiring programs—including referrals, candidate experience, DEI benchmarks, and recruiter/hiring manager enablement—by creating frameworks, content, and communications that support readiness and consistency.
  • Maintain and ensure accuracy of recruiting dashboards and reports, partnering with recruiting leadership to clarify reporting needs proactively flagging data inconsistencies and supporting reliable visibility into pipeline health and hiring progress.
  • Own and configure the ATS, including workflows, user roles, permissions, templates, and integrations.
  • Serve as the primary point of contact for all recruiting system questions, independently solving recruiter and hiring manager issues.
  • Lead Greenhouse workflow audits and partner with Legal to ensure compliance with documentation standards and policy adherence.
  • Own the offer letter process, partnering with Legal to prepare and manage offer documents, confidentiality agreements, and background/reference checks with precision and discretion.
  • Create and maintain inclusive, brand-aligned job descriptions and recruiting templates in partnership with Legal and People teams.
  • Own and evolve Ridgeline’s talent acquisition knowledge infrastructure, including Confluence-based interview guides, training playbooks, and process documentation, ensuring materials are current, accessible, and actionable for hiring teams.
  • Own the strategy and execution of Ridgeline’s interviewer training program, scaling participation, content, and delivery to drive consistent, inclusive, and effective candidate assessment.
  • Lead the design and tracking of structured interview processes, SLAs, and DEI benchmarks across hiring teams.
  • Enable and support scalable interview coordination by building efficient workflows, tools, and documentation that empower the recruiting coordinator team.
  • Drive calibration sessions to assess quality-of-hire, recruiter productivity, and candidate experience performance.
  • Identify opportunities for automation and AI-driven improvements and collaborate on implementation pilots.
  • Enable initiatives that enhance the overall candidate experience by delivering the tools, workflows and operational structure to support quality, inclusion, and transparency.
Desired Qualifications
  • Experience with recruiting enablement tools such as Gem, BrightHire platforms that support sourcing, scheduling and interview intelligence.
  • Familiarity with DEI best practices in recruiting and inclusive language principles.
  • Experience managing or supporting early-career recruiting programs.
  • Exposure to the challenges of scaling recruiting in high-growth startups.

Ridgeline provides enterprise cloud software for investment management firms, offered as a subscription SaaS that unifies multiple applications and surfaces data to give actionable insights. The product works by connecting different departments and consolidating financial records and investor reporting in a single cloud-based platform, enabling streamlined operations and better decision-making. A key differentiator is Ridgeline’s focus on turning the back office into a strategic differentiator through cross-department data connectivity, coupled with a values-driven leadership team, a design partnership program that validates product decisions with target customers, and a strong two-office footprint in Lake Tahoe and Manhattan. The company aims to help investment firms operate more efficiently, improve data insights, and deliver better client experiences, while pursuing sustainable, high-growth growth through its subscription-based business model.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Incline Village-Crystal Bay, Nevada

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Winslow Capital scaled $30B AUM on Ridgeline platform November 2025.
  • Over 400 employees drive innovation across four U.S. offices.
  • SaaS model generates $10M–$50M recurring revenue annually.

What critics are saying

  • Workday Alchemy erodes market share poaching mid-sized managers within 12–24 months.
  • SS&C Advent Geneva upgrade steals enterprise clients at 15–20% lower TCO.
  • OpenAI finance agents commoditize Ridgeline AI within 12–24 months.

What makes Ridgeline unique

  • Ridgeline offers front-to-back cloud platform unifying data for investment managers.
  • Founded by Dave Duffield, creator of PeopleSoft and Workday, in 2018.
  • Launched first AI agents transforming investment management operations.

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Benefits

Stock option grants

Full medical, dental, & vision benefits

12-week paid parental leave

401K

Unlimited vacation

Dog-friendly

Annual Wellness Reimbursement

Annual Education Reimbursement

Company News

Ridgeline
Nov 18th, 2025
Winslow Capital Goes Live on Ridgeline, Scaling a $30 Billion AUM Business on a Single Platform

Winslow Capital goes live on Ridgeline, scaling a $30 billion AUM business on a single platform. Minneapolis-based firm selects Ridgeline for its unified, real-time data and "ability to deliver on its commitments." INCLINE VILLAGE, NV - November 18, 2025 - Ridgeline today announced that Winslow Capital Management, LLC, a leading growth equity manager with more than $30 billion in assets under management, has successfully gone live on the Ridgeline platform. The Minneapolis-based firm, a subsidiary of Nuveen (the investment arm of TIAA ), serves a global institutional client base, including mutual fund, ETF, and sub-advisory mandates. Winslow selected Ridgeline to modernize its front-to-back investment operations and unify its data, replacing a complex web of legacy systems and manual integrations with a single, cloud-native platform. By deploying Ridgeline, Winslow now manages portfolio management, trading, client relationship management, accounting, billing, reporting, and compliance within a single, real-time data model. This unified architecture reduces reconciliation burden, enhances data integrity, and enables seamless collaboration across investment, operations, and client service teams. Embedded AI and automated workflows are designed to reclaim capacity for higher-value work - accelerating idea-to-execution cycles and supporting Winslow's goal of operating with greater agility and precision. As part of this transition, Winslow improved control and transparency after years of relying on multi-vendor workflows. "We have confidence in the unified data platform Ridgeline has built," said Joshua Fuller, Chief Information Security Officer at Winslow Capital. "By modernizing our workflows, our teams will be able to provide an even greater level of client service and engage in higher value, more interesting work. Ridgeline seamlessly aligned with our cloud-first IT strategy - and we're incredibly excited about the potential of AI to further enhance efficiency and uncover valuable insights." The implementation represented a close collaboration between the Winslow and Ridgeline teams, with a strong focus on data migration, security enablement, and cutover readiness. From day one, Winslow sought measurable outcomes across client servicing, compliance, and financial close processes - all achieved with confidence in the platform's secure, role-based architecture. "We closely monitored Ridgeline from its earliest stages. While our existing systems were performing adequately, we recognized that continuous investment in these products was necessary to keep up with the evolving market demands and technological advancements. It was essential for us to conduct a thorough and deliberate evaluation to ensure we were making the best decisions for our clients," said Jill Fuller, Chief Risk Officer at Winslow Capital. "Ultimately, the decision hinged on people and trust. Ridgeline consistently demonstrated the ability to deliver on its commitments, which reassures us of the long-term value of our partnership." As Winslow continues to grow, Ridgeline will help them increase their operating leverage while keeping technology sprawl in check. "Winslow Capital operates at significant scale, serving sophisticated clients with precision and trust. Their high standards and embrace of unified, embedded AI, data-driven technology reflect where this industry is headed, and we're proud to partner with them to lead that transformation together," said Dave Blair, CEO at Ridgeline. Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."

Ridgeline
Aug 8th, 2025
Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth

Motley Fool Asset Management, whose parent company is known for its purpose-driven mission of making the world smarter, happier, and richer, selected Ridgeline after a rigorous evaluation process.

Global Financial Market Review
Aug 4th, 2025
Ridgeline Named "Best Use of AI in Finance USA 2025" by Global Financial Market Review

Ridgeline named "Best Use of AI in Finance USA 2025" by Global Financial Market Review.

Cision
Jun 11th, 2025
Congress Asset Management Goes Live On Ridgeline, Adopting The Cloud-Native Platform To Support Future Growth

"From accounting to billing to trading, the value of Ridgeline for our business is immeasurable. They really took the risk to reimagine how this industry should work." - Joel Carpenter, Equity Trader, Congress Asset Management

Cision
Mar 11th, 2025
Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation

Ridgeline launches first-of-their-kind AI Agents for investment management, transforming operations through intelligent automation.

INACTIVE