Lead Partnerships Manager

Are you a strategic thinker with deep technical expertise in FIX protocol and a passion for building seamless broker connectivity? Do you thrive on managing high-stakes, high-impact integrations with trading partners and systems across complex EMS/OMS environments? Are you excited to contribute to the evolution of a cutting-edge investment management platform while partnering with major industry players? If so, we invite you to be a part of our innovative team. Ridgeline is seeking a Lead Partnerships Manager to join our Customer Experience organization within the Partnerships group. This highly visible and impactful role sits at the intersection of technical implementation and client success—coordinating broker onboardings and FIX connectivity efforts, driving complex multi-system implementations for enterprise investment managers, and ensuring each Ridgeline customer gains timely, robust access to critical trading venues. As Ridgeline scales rapidly, this hire will be essential to managing the growing complexity of broker certifications, international trading connectivity, and fixed income integrations. You will work closely with industry leaders, manage FIX certifications and onboardings, and contribute to an integrated trading ecosystem that powers modern investment workflows. In this role, you’ll use cutting-edge technologies, including AI tools, to streamline technical documentation, build out foundational processes for scalable implementations, and elevate support efficiency. Our team aims to leave a legacy in an investment management industry primed for change, utilizing the latest AI and software development practices to revolutionize the field. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If the Ridgeline Way excites you, we’d love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The Impact You Will Have Lead broker onboarding end-to-end—from initial certification through FIX go-live readiness—for a rapidly expanding client base that includes some of the largest and most sophisticated trading firms in the industry Serve as the primary project manager for simultaneous FIX connectivity workstreams across dozens of client implementations, building the forecasting and prioritization frameworks the team needs to scale Collaborate with FIX infrastructure partners like Broadridge’s Itiviti and NYFIX Trading Hub to deploy and maintain FIX connectivity Own the configuration and customization of FIX messages, tags, and protocols aligned with Ridgeline’s OMS Support expansion into new asset classes and trading regions—including fixed income, options, and international venues across APAC and EMEA—as clients bring increasingly complex trading requirements Act as an escalation point for FIX-related production issues and drive root-cause analysis and resolution Document FIX workflows, integration specs, and operational playbooks to ensure maintainability and knowledge sharing; lead the migration of connection records into Salesforce and establish ticketed workflows and reporting Ensure all FIX connections meet regulatory standards and internal compliance guidelines Optimize onboarding, testing, and deployment processes to drive scalability and operational efficiency Enable CX teams through documentation, training, and collaborative knowledge transfer on FIX configurations Think creatively, own problems, seek solutions, and communicate clearly along the way Contribute to a collaborative environment rooted in learning, teaching, and transparency What We Look For 7+ years of experience with FIX protocol, broker onboarding, and trading system integrations Strong background in independently managing FIX certification and EMS/OMS integrations from start to finish Experience with multiple asset classes (equities, options, fixed income) and working with regional trading partners across global markets Hands-on experience with Broadridge/Itiviti and NYFIX is highly desirable Deep knowledge of FIX 4.2/4.4, message formatting, and electronic trading workflows Proven project management skills—comfortable managing many concurrent workstreams, setting stakeholder expectations, and building process infrastructure where little exists Familiarity with trading platforms and EMS/OMS ecosystems Skilled in using UAT and production testing tools for FIX environments Excellent communication skills across technical and business audiences—equally at home discussing FIX tag customization with a developer and explaining connectivity timelines to a client’s head trader Highly analytical, detail-oriented, and effective at cross-functional coordination Comfortable working in a fast-paced, customer-facing, evolving and growing environment Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space An aptitude for problem solving and serious interest in having fun at work Flexibility to occasionally support testing outside standard US business hours for international broker certifications Bonus Prior experience working at a FinTech, trading platform provider, asset manager, or broker-dealer Familiarity with FIX-over-TLS or managed connectivity hubs Fixed income trading connectivity experience Experience with Salesforce or similar CRM/ticketing systems for managing broker and client connectivity records Experience contributing to process automation or self-service tools for client onboarding About 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, the Bay Area, and Dublin, Ireland. Ridgeline 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 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 new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. The typical starting salary range for this role is: $124,000 - $155,000 The typical starting salary range for this role in the select locations listed above is: $136,000 - $170,000. 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, 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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