Delivery Manager

DriveWealth; San Francisco (CA); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Paid parental leave

Wellness reimbursement

Company phone

Development allowance

Paid Time Off

Holidays

Job summary

DriveWealth is seeking a technical business analyst to own partner integrations end-to-end—from contract signature to live, revenue-generating launches. You will plan, document, and communicate delivery milestones, dependencies, and risks, ensuring nothing agreed in sales is lost and nothing undeliverable is inherited.

You’ll partner with Solutions Engineers to map workflows across onboarding, KYC, funding, order routing, and reporting; own the requirements, data mappings, and field-level specs;

Qualifications

• 7+ years in business analysis, implementation, or client delivery in financial services or B2B fintech.
• Proven end-to-end integration delivery with external clients.
• Ability to read APIs and map requirements to endpoints and fields.
• Strong documentation and artifact quality expectations.
• Experience with securities lifecycle and regulatory environments.
• Comfort with senior stakeholder discussions, dates, and trade-offs.

Responsibilities

• Deliver end-to-end partner integrations from pre-sales handoff to launch.
• Lead discovery with the Solutions Engineer and own data mappings.
• Create and maintain workflow maps, configuration decisions, and logs.
• Manage cadence, blockers, and risk across Engineering, Product, Operations, Compliance.
• Coordinate UAT and build the evidence pack for launch readiness.
• Present delivery status to leadership and surface timelines and risks.
• Post-launch stabilization and handover to Client Operations, handle changes.

Skills

Business analysis

Client delivery

API literacy

Requirements writing

Stakeholder management

Jira/Confluence

Vendor/platform delivery

Tools

OpenAPI

Postman

Jira

Confluence

Job description

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 mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.

There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!

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.

Location

This role is open to candidates in the following locations: New York City, Chicago, Austin, Dallas, Denver, Miami, San Francisco Bay Area, or Seattle.

• If based in New York or Chicago: This role is 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: This is a fully remote role.
• If you’re not based in one of the locations listed above, this role is not a fit, and we cannot accommodate remote work outside these locations.
• Applicants must be authorized to work for any employer in the U.S. DriveWealth does not sponsor or take over sponsorship of an employment visa at this time.

Pay Range: $175,000 – $200,000 USD

Working at DriveWealth

We do our best work when we’re in the same room. To maintain the speed our partners expect, our New York, Chicago, and Lithuania teams work in office on a hybrid schedule. We’ve found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you’re here, you’re working directly with the people making the decisions.

To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer Medical insurance, Dental insurance, Vision insurance, Disability insurance, and Paid Parental Leave, along with a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous Paid Time Off (PTO) and observed holidays.

Work Authorization

Applicants must possess the legal right to work in the country where the position is located at the time of application. DriveWealth requires all employees to provide original documentation verifying their work authorization on or before their first day of employment.

For US-based roles: Applicants must be currently authorized 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, at this time. Offers of employment are strictly contingent upon an individual’s ability to secure and maintain the legal right to work at the Company.

How We Think About AI

We leverage AI to work smarter and move faster. We seek AI-curious talent who are proactive about using emerging tools to increase signal quality, reduce friction, and improve outcomes to deliver products faster, provide better service to our partners, and to streamline processes. Your ability to leverage our internal tools and technology to drive results is as important to us as your core domain expertise.

Compensation

Pay is generally based on the level, complexity, responsibility, location, and job duties/requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks.

Equal Employment Opportunity

To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply.