Investment Operations Manager

Summary

Join Ridgeline's innovative team as an Investment Operations Manager to lead a high-performing team delivering middle- and back-office services. You will partner with cross-functional teams, serve as the operational lead for post-go-live support, and drive AI/ML strategy by identifying automation opportunities. Responsibilities include building and managing a team, documenting scalable workflows, ensuring seamless client transitions, and owning service SOPs and KPIs. You will mentor and coach your team, contribute to product evolution, and foster a collaborative culture. This role requires a consultative mindset, operational rigor, and a passion for continuous improvement.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Accounting or a related field
• 4+ years managing investment operations teams in customer-facing environments, or performing these duties at an investment management firm
• Deep knowledge of institutional and high-net-worth investment lifecycles, especially middle- and back-office workflows
• Experience with portfolio accounting, reconciliation, and investment reporting systems
• Proven ability to implement scalable, repeatable processes and deliver tailored customer education
• Exceptional communication skills for handling escalations and delivering complex ideas clearly
• High degree of organization and the ability to manage multiple priorities in a fast-moving environment
• Experience using Google Apps or MS Office with strong spreadsheet skills
• Comfort with AI/ML and automation technologies and a willingness to learn more
• Curious, solutions-oriented mindset

Responsibilities

• Build and manage a high-performing team responsible for delivering key middle- and back-office services including account administration, trade processing, reconciliation, corporate actions, investment data management, and performance reporting
• Partner cross-functionally with Consulting, Customer Success, and Product teams to document scalable, repeatable workflows and ensure seamless client transitions
• Serve as the operational lead for post go-live support, maintaining SLA adherence and strong customer relationships through structured governance
• Drive AI/ML strategy by identifying automation opportunities and lending your expertise to Ridgeline’s product teams to enhance reconciliation, exception management, and data processing workflows
• Own and evolve service SOPs, KPIs, and quality metrics to continuously improve operational accuracy, efficiency, and client outcomes
• Mentor and coach your team, supporting their growth through feedback, ownership, and collaboration in line with Ridgeline’s manager development framework
• Contribute to product evolution by surfacing operational insights and influencing platform improvements through feedback loops with Product and Engineering
• Think creatively, own problems, seek solutions, and communicate clearly throughout the service lifecycle
• Contribute to a collaborative, transparent culture rooted in teaching, learning, and mutual support across teams

Preferred Qualifications

• Experience leading enterprise SaaS teams or managing professional services projects
• Familiarity with Slack, JIRA/Confluence, and platforms like Kantata
• Exposure to APIs, AWS, and cloud-based architectures
• Background in coaching customers on tech stack optimization
• CFA or CPA designation, or progress towards one of these certifications

Benefits

• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans
• Company Stock Plan