Delivery Manager

About Us

DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our API‑based platform empowers partners to offer seamless investing and trading experiences to clients worldwide, from mobile devices. Our technology provides a modern, extensible toolkit for traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth offers trading of US equities, mutual funds, ETFs, fixed income, and options. Our culture blends the pace and agility of a fintech start‑up with the impact, stability, and discipline of Wall Street.

About The Role

This role owns the conversion of signed contracts into live, revenue‑generating integrations. You will manage partner integration delivery end‑to‑end—including planning, requirements, documentation, and communication—from contract signature to launch handover. The position offloads project management and documentation from Solutions Engineers, allowing them to focus on technical execution. As a technical business analyst you will be fluent in APIs and the securities lifecycle, write clear requirements, manage senior partner relationships, and build delivery methodologies from the ground up while executing live integrations.

What You’ll Do

• Delivery end‑to‑end – plan milestones, dependencies, critical path, and go‑live, ensuring a clean handover from pre‑sales so nothing agreed in the sales cycle is lost or undeliverable.
• Requirements and analysis – lead discovery alongside the Solutions Engineer; own requirements, data mappings, and field‑level specs; map partner workflows against DriveWealth capabilities across account opening, KYC, funding, order routing, execution, settlement, corporate actions, and reporting, surfacing gaps early.
• Documentation – create the full integration record (workflow maps, configuration decisions, decision log, meeting actions, open items) and turn recurring partner questions into reusable documentation.
• Delivery cadence and blockers – run the rhythm adapted to each partner’s release calendar; identify and clear blockers across Engineering, Product, Client Operations, Compliance, and the partner, escalating early and without drama.
• Go/no‑go readiness – own UAT coordination and the evidence pack that makes “are we ready to launch?” a documented answer rather than a judgement call.
• Communication and risk – own the partner‑facing delivery narrative, report health upward honestly, surface timeline, scope, and dependency risk with trade‑offs, and manage scope actively, routing unfunded change commercially.
• Voice of the customer – advocate for the partner internally, feeding integration friction into Product and delivery reality back into pre‑sales.
• Launch and beyond – run post‑launch stabilization and formal handover to Client Operations against defined exit criteria; own subsequent change delivery for live partners (new products, markets, asset classes).

You Bring

• 7+ years in business analysis, implementation, or client‑facing delivery within financial services, capital markets, brokerage, payments, or B2B fintech.
• Demonstrable ownership of external client integrations end‑to‑end – you’ve run go‑lives, not just workstreams.
• Practical API literacy: read an OpenAPI spec, follow a Postman collection, read a JSON payload, write a requirement referencing the right endpoint and fields.
• Exceptional requirements and documentation craft; this role is judged substantially on its artifacts.
• Working knowledge of the securities lifecycle; fluency in Jira and Confluence.
• Credibility with senior stakeholders, including handling difficult conversations about dates.
• Strongly preferred: vendor or platform‑side delivery into financial institutions (Fidessa/ION, FIS, Broadridge, Apex or similar); embedded finance, BaaS, or brokerage‑as‑a‑service models; experience standing up a delivery function where none existed; SEC/FINRA‑regulated delivery.

Location

This role is open to candidates in New York City, Chicago, Austin, Dallas, Denver, Miami, the San Francisco Bay Area, or Seattle. If based in New York or Chicago, you are expected to come into the office on a cadence set by the hiring manager/team. If based in Austin, Dallas, Denver, Miami, San Francisco, or Seattle, the role is fully remote. Applicants must be authorized to work for any employer in the U.S.; DriveWealth does not sponsor employment visas.

Pay Range

$175,000 – $190,000 USD

Benefits

• Competitive compensation, equity, and a 401(k) match.
• Medical, dental, vision, disability insurance, and paid parental leave.
• Wellness reimbursement, company‑provided phone, and personal development allowance.
• Generous paid time off (PTO) and observed holidays.

Work Authorization

Applicants must possess the legal right to work in the United States on a full‑time basis without the need for current or future visa sponsorship. DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers.

How We Think About AI

We leverage AI to work smarter and move faster. We seek AI‑curious talent who proactively use emerging tools to increase signal quality, reduce friction, and improve outcomes—delivering products faster, providing better service to partners, and streamlining processes. Your ability to leverage internal tools and technology to drive results is as important as your core domain expertise.