Delivery Manager, DriveWealth
$175-190k
+ Equity + Bonus
More information about location
Cloud-based, API-driven brokerage infrastructure
Be an early applicant
Cloud-based, API-driven brokerage infrastructure
201-500 employees
Be an early applicant
$175-190k
+ Equity + Bonus
More information about location
201-500 employees
Company mission
To make investing accessible to anyone, anywhere.
Role
Who you are
- 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
What the job involves
- 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
- 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
Our take
Robo-advisory products and fractional share trading have expanded the investment industry's reach, attracting a broader audience than ever before. This shift has necessitated a redesign of the fintech industry's infrastructure to meet the growing demand for accessible, efficient investment options.
DriveWealth plays a pivotal role in this transformation by developing APIs that serve over 100 global fintechs, challenger banks, and digital wallets. Its infrastructure enables seamless robo-advisory services and fractional-share trading, giving retail investors access to US markets and offering innovative stock-reward programs. Among its partners are notable companies like Revolut, MoneyLion, and Hemista.
As the company continues to grow, it remains focused on scaling its business by enhancing its technology stack, pursuing strategic acquisitions, and expanding its team. It is well on its way to its ultimate goal of providing tools that empower companies to create investment products that are both accessible and convenient for everyone.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2021
$450m
SERIES D
Oct 2020
$56.7m
SERIES C
Total funding: $552.8m
Company benefits
- Health & wellness packages: We’ve built our benefits offering as a holistic package. We provide multiple health insurance carrier options and plans (medical, dental, vision) with access to HSA and/or FSA tax savings tools. We also provide income protection including life insurance, AD&D, short- and long-term disability, as well as extended coverage resources such as fertility benefits and mental wellness resources
- Vacation & time off: To build a successful organization, employees need time away to rest and recharge, so we provide paid time off including paid holidays and unlimited vacation time. We also strongly believe in work-life balance and, therefore, offer fully remote and hybrid work positions based on role requirements
- Professional developmnet: We believe one of the greatest contributions we can make is investing in our employees’ professional development. Therefore, we offer financial support toward continuing education courses, academic coursework, professional conferences, earning professional certifications, and membership fees to professional organizations
Company HQ
Financial District, New York, NY
Leadership
Naureen Hassan
(CEO)Previously President of the Americas at UBS, was on the Board of Governors at FINRA and Partnership For New York City and was the First Vice President of the Federal Reserve Bank of New York.
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