Solution Delivery Manager (SaaS in Wealth Management)

Performativ - Wealth Management Software; Mississauga; On-site; CAD 90,000 - 120,000; Full time

Job summary

A wealth management software firm in Mississauga is seeking a Solution Delivery Manager to lead the implementation of its SaaS platform for enterprise clients. The role involves managing complex onboarding processes, collaborating with cross-functional teams, and developing scalable solutions. Ideal candidates have over 7 years of experience in client-facing roles, particularly within the B2B SaaS space. Attractive compensation and professional growth opportunities are offered.

Benefits

Competitive salary package

Professional development opportunities

Dynamic work environment

Qualifications

• 7+ years in client-facing implementation or enterprise delivery roles.
• Experience with complex rollouts for enterprise clients.
• Comfort with APIs, data structures, and deployment models.

Responsibilities

• Lead onboarding and implementation projects for enterprise clients.
• Manage stakeholder expectations and timelines.
• Develop frameworks for future implementations.

Skills

Client-facing implementation

Complex project management

API fluency

Communication

Technical problem-solving

Job description

Solution Delivery Manager (SaaS in Wealth Management)

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Solution Delivery Manager (SaaS in Wealth Management)

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Are you a delivery leader who knows how to guide enterprise clients through complex onboarding without over-engineering the journey? Do you care deeply about building scalable, repeatable SaaS delivery rather than one-off custom projects?

At Performativ , we’re building the infrastructure layer for modern wealth management. As our Solution Delivery Manager , you’ll lead the enterprise rollout of our SaaS platform helping clients onboard successfully through structured delivery, clear communication, and lightweight technical engagement.

This is not a professional services consulting role. You won’t be buried in endless client-specific code or heavy customizations. Instead, you’ll work cross-functionally to help clients adopt our product the right way : cleanly, securely, and in line with platform best practices so they can scale on top of us, not around us.

What You’ll Be Doing

• Own and lead structured onboarding and implementation projects for enterprise wealth clients from kickoff through go-live.
• Act as the delivery lead and primary stakeholder interface , driving alignment, managing expectations, and keeping timelines on track.
• Enable clients to integrate Performativ via standard platform patterns : APIs, SSO, configuration without custom build-outs.
• Work with product and engineering to guide solution architecture choices and flag gaps early. Always advocating for scalable paths, not bespoke ones.
• Develop repeatable playbooks , documentation, and onboarding frameworks to accelerate future implementations.
• Help shape client onboarding strategy. Balancing client needs with platform direction, and advocating for standardization where it matters.
• Support post go-live transitions , ensuring a clean handover to Customer Success and long-term client value realization.

What We’re Looking For

Experience

• 7+ years in client-facing implementation or enterprise delivery roles, ideally within B2B SaaS, fintech, or platform companies.
• Proven track record managing complex rollouts with multiple stakeholders while resisting the pull of “just one more customization.
• Experience working with enterprise clients (banks, asset managers, regulated industries) while maintaining SaaS delivery discipline.
• Comfort balancing urgency with sustainability : you know how to get to go-live without mortgaging long-term maintainability.

Technical Fluency

• You’re not, necessarily, a developer, but you’re comfortable with APIs, data structures, auth flows (OAuth / SAML), and deployment models.
• You can dive into logs, payloads, and basic SQL or Python when needed to unblock yourself or a client - but you prioritize scalable fixes over tactical workarounds.
• You advocate for platform-aligned solutions, not special cases.

Ways of Working

• Structured, pragmatic, and focused on outcomes.
• Able to speak the language of both engineering and business stakeholders.
• Strong communicator who’s proactive, accountable, and detail-oriented.

Thrives in a product-led, fast-moving environment , where clarity, speed, and ownership matter more than bureaucracy.

Why This Role Matters

Performativ is designed for scale - and so is our onboarding. We’re not in the business of writing custom software for each client. We’re building a platform that banks and wealth firms can trust and grow with. As Solution Delivery Manager, you’ll help make that promise real - leading clean, confident implementations that hold up under pressure, without compromising long-term health.

What we can offer you

• Impactful Role : Shape the future of Performativ’s success and have the opportunity to make a real impact on the direction and growth of the company.
• Dynamic Environment : Join a fast-growing fintech scaleup supported by top-tier VCs.
• Collaborative Team : Work with intelligent, passionate, and driven professionals.
• Growth Opportunities : Accelerate your career with opportunities for professional development and leadership.
• Attractive Compensation : Competitive salary package

Join a Team of Fintech heroes!

Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financial institutions do business around the world. Working at Performativ means working at a fast-paced tech scaleup with intelligent people who are passionate about their work. We are on a scaling journey beyond all metrics and expectations - and can't wait to have you join us in making a real impact.

We are funded by some of the leading VC funds in the world and expectations are set to be established as a European market leader in a record amount of time.

You can read more about our product at performativ.com

At Performativ, we are builders first. We are passionate with ambitious goals and value the time and effort people put into their work. You will be part of the family from day one, and responsible for making your mark and driving forward your vision. Autonomous work is embedded in our culture, and we are committed to ensure you have all the tools and support you need while acknowledging the importance of flexibility.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Project Management, Information Technology, and Product Management

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