Lead Partnerships Manager

The Role

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.

Qualifications

• 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.”

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.