Delivery Manager

About the Role

DriveWealth wins partners on solution design; this role owns the following: converting 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. This role offloads project management and documentation from Solutions Engineers, allowing them to focus on technical execution. As a technical business analyst owning delivery outcomes, you will be fluent in APIs and the securities lifecycle to 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, go-live. Including a clean handover from pre-sales, so nothing agreed in the sales cycle is lost and nothing undeliverable is inherited.
Requirements and analysis — lead discovery alongside the Solutions Engineer; own the requirements, data mappings, and field-level specs. Map partner workflows against DriveWealth capability across account opening, KYC, funding, order routing, execution, settlement, corporate actions, and reporting — surfacing gaps early rather than late.
Documentation — the full integration record: workflow maps, configuration decisions, decision log, meeting actions, open items. Turn recurring partner questions into reusable documentation so the same explanation isn’t given twice.
Delivery cadence and blockers — run the rhythm, adapted to each partner (most integrations run on the partner’s release calendar, not ours). Clear blockers across Engineering, Product, Client Operations, Compliance, and the partner. Escalate 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 and report health upward honestly enough that leadership hears about slippage from you, not the partner. Surface timeline, scope, and dependency risk with the trade-off attached. Manage scope actively; route unfunded change commercially.
Voice of the customer — advocate for the partner internally, carrying recurring integration friction into Product as evidenced feedback, 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, and asset classes onto existing integrations.

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 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.