Fintech, Enterprise Software, Investment Management, SaaS

Staff Product Manager, Data Intelligence

San Ramon, CAHybridFull TimeStaff$166,500–$208,500 /yrPosted 25 days agoVisa sponsorship available

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Required skills

reporting infrastructure
data querying
investment firms
Reporting Engine
Report Builder
Historical Data Archive
distributed query platform
cross-domain datasets
governed data
trusted product

Nice to have

reporting concepts
shared data foundation
AI agents
learning
teaching
transparency

Role summary

Ridgeline is seeking a Staff Product Manager, Data Intelligence to own the reporting and data-querying infrastructure for investment firms. This role involves curating and governing datasets, partnering with engineering on a distributed query platform for scalable querying, and ensuring data quality and trust for both human and AI consumers. The ideal candidate will have 5+ years of product management experience, strong fintech or enterprise SaaS domain knowledge, and comfort engaging with engineering on data architecture. Responsibilities include defining product roadmaps, supporting customer go-lives, and actively using AI tools in the product lifecycle. This is a hybrid role based in New York City or the San Francisco Bay Area, with competitive compensation and benefits.

Are you excited about owning the reporting and data-querying infrastructure that powers how investment firms explore and rely on their data? If so, we invite you to join our innovative team. As a Staff Product Manager on Ridgeline's Data Intellgience team, you'll own product discovery and delivery for the Reporting Engine, Report Builder's data layer, and the Historical Data Archive. You'll partner with engineering on our distributed query platform to enable scalable, performant querying and reporting over complex, cross-domain datasets, and help curate that data as a governed, trusted product that other teams — and increasingly AI agents — can rely on.

You must be work authorized in the United States without the need for employer sponsorship.

What will you do?

Curate and govern the datasets and data models the team exposes to Reporting Experience and other consumers, ensuring they carry consistent structure, provenance, freshness, and quality signals that both people and downstream software can trust

Partner with Engineering on Ridgeline's distributed query platform to scale performant querying and analysis over large, complex, cross-domain datasets

Partner with domain teams (Accounting, Performance, Market Data, and others) to identify which reporting concepts need a shared, governed definition versus which should remain owned by a single domain, working within Ridgeline's broader shared data foundation

Write clear use-case documents, PRDs, and product definitions that make Reporting Data Curation's promises to its consumers concrete and testable

Partner closely with Reporting Experience and Reporting Workflow to ensure Reporting Data Curation's roadmap reflects real customer and product needs

Support customer go-lives and respond to enhancement requests from existing customers, partnering with Customer Experience and Support

Use AI tools (e.g., Claude, ChatGPT, Glean) throughout the product lifecycle for research synthesis, requirements drafting, and documentation

Think creatively, own problems, seek solutions, and communicate clearly along the way

Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency

Desired Skills and Experience

5+ years of experience in product management or a similar function, with a track record of owning and shipping larger, cross-functional features or platform capabilities

Comfort engaging with engineering on data architecture, query performance, and platform tradeoffs, without needing to be an engineer yourself

Ability to write clear, specific, testable product definitions, PRDs, and use cases with minimal churn

Strong fintech or enterprise SaaS domain knowledge, ideally with exposure to investment reporting, portfolio accounting, or data/query platforms

Demonstrated ability to influence product direction through data-driven insight and clear communication with both technical and business stakeholders

Excellent organizational and analytical skills, with the ability to take initiative, manage ambiguity, and build strong cross-functional relationships

A self-motivated, strong collaborator who can manage competing stakeholder needs and communicate tradeoffs effectively

Active use of AI tools as part of your day-to-day PM workflow

Ability to communicate effectively with colleagues and customers at all levels

Serious interest in having fun at work

Bonus

Experience with distributed query engines (e.g., Trino, Spark), data curation, or data governance

Experience with investment reporting, client statements, or performance analytics

CFA Charter, CIPM, or similar designation

Familiarity with AWS, APIs, and modern cloud/data platform concepts

About Ridgeline

Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, the Bay Area, 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 Candidate Privacy Policy. Please review the Ridgeline Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions.

This posting is for an existing vacancy.

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: $166,500-$208,500.

The typical starting salary range for this role in the select locations listed above is: $183,500-$229,000.

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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