Come thrive at Tandems! At Tandems, we’re reimagining the future of financial advice. We empower financial advisors to deliver smarter, more human guidance by combining data, empathy, and artificial intelligence. Partnering with leading financial institutions, we deploy intelligent software and AI to enhance advisor productivity and deepen client relationships - enabling firms to deliver personalized advice at unprecedented scale.

After building one of the industry’s leading Digital Wealth platforms, we’ve evolved. Today, Tandems is an AI-first company, building intelligent tools that help advisors run better meetings, anticipate client needs, and make more informed decisions. Our solutions are trusted by some of the world’s largest and most innovative financial institutions, including Wells Fargo, New York Life, Scotiabank, and Citizens.

About the Team and Opportunity

As an Enterprise Delivery Manager at Tandems, you will play a central role in how we deliver transformative solutions to our enterprise customers (we call them partners!). You will serve as the primary liaison between Tandems and our partners, orchestrating complex, cross-functional programs from initial scoping through successful delivery, and ensuring every engagement reflects the quality and reliability we stand for.

This is a highly visible, high-impact role at the core of how Tandems executes. You will work closely with Product, Engineering, Compliance, Operations, Design, and Client Services to translate partner needs into actionable plans, manage delivery across multiple workstreams, and guide organizations through launches, integrations, and ongoing adoption of our products.

You will lead implementations and software releases, strengthen strategic partner relationships, shape repeatable delivery frameworks, and help scale delivery excellence across products and teams. Your work will directly influence how Tandems brings new capabilities, including AI-powered experiences, to market with consistency, quality, and measurable impact. This position reports to the Chief Operating Officer.

Why Work for Us

We are 100+ employees strong and growing. Our world-class team is supported by an industry-savvy board and an executive team of diverse background and experience across financial services and technology.
We offer competitive benefits that include Flexible PTO, Wellness benefits, Mobile/Internet subsidy, Employee Recognition Programs, and more!
We are a remote-first company! We have regional hubs nationwide, with presence in 4 Countries: United States, Canada, India, and Singapore.
We embrace a culture that honors and celebrates diversity of backgrounds, approaches, and experiences.
We are guided by our core values: Customer Delight, Make It Happen, Think Big, and We Over Me. Read more about our core values and how we live them every day on our website here.

How You’ll Make an Impact

Lead end-to-end delivery of complex enterprise and AI-enabled projects, including scoping, planning, timeline creation, and cross-functional coordination.
Drive partner-facing meetings with clear agendas, structured discussions, and strong follow-through to ensure decisions and next steps are well defined.
Maintain alignment across stakeholders by reviewing team output, tracking delivery progress, and producing concise status updates for leadership.
Facilitate internal prioritization by translating partner needs into clear requirements and partnering with product and engineering on tradeoff decisions.
Collaborate across Product, Design, Engineering, QA, Marketing, Operations and Customer Success to resolve cross-functional issues and ensure delivery of cohesive, impactful product experiences.
Plan and execute software releases, including runbook reviews, partner communication, coordination of release activities, and validation steps.
Partner with the Enterprise Support team by tracking client/user issues, escalating urgency when needed, and driving timely resolution.
Design and implement delivery frameworks, processes, and playbooks that scale across multiple partners and product lines.
Document best practices and lessons learned to improve delivery quality, consistency, and efficiency over time.

Ideal Person for this Role

5+ years of experience in enterprise delivery, technical program management, professional services, or an equivalent client-facing implementation role.
Demonstrated end-to-end delivery ownership, with a track record of leading complex software or AI projects from scope through launch with on-time, high-quality outcomes.
Strong client-facing skills with the ability to build trust, manage expectations, and communicate clearly with both technical and non-technical audiences.
Technical fluency - comfortable discussing architecture, APIs, data flows, integration patterns, and model outputs (without needing to be an engineer).
Deep experience with structured project management, including agile frameworks, roadmap planning, sprint execution, risk management, and dependency mapping.
Proven ability to orchestrate cross-functional teams across Product, Design Engineering, QA, and Customer Success to keep workstreams aligned and moving.
Outcome-oriented mindset focused on business impact, measurable results, and successful customer adoption rather than task completion.
Strong problem-solving skills and adaptability, with the ability to navigate ambiguity, remove blockers, and manage shifting priorities.
Excellent communication skills, including the ability to distill complex updates into clear narratives for executives and senior stakeholders.
Commitment to operational excellence, including developing repeatable delivery playbooks, scalable processes, KPIs, and templates.

Perks and Benefits

Competitive benefits package
Flexible PTO
401(k) with company match
$1,000 yearly wellness benefit
$1,000 bonus for opening a TandemsInvest managed account
Mobile/internet subsidy

Tandems is backed by premier venture capital firms, including Bain Capital Ventures, General Atlantic, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, and Comerica. We've raised over $100 million to support our growth as a leading technology provider to financial institutions.

© Nvest. All rights reserved, Tandems is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities and perspectives to apply.

San Francisco Applicants: Tandems will consider applicants with arrest and conviction records (criminal histories) in a manner consistent with the San Francisco Fair Chance Ordinance.

Apply now

See more open positions at Tandems

Privacy policy Cookie policy