Client Delivery Director

Overview

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Position

The Director, Delivery Management is responsible for structuring, leading, and developing the Customer Delivery function to ensure the effective implementation, integration, and deployment of solutions for customers and partners. Reporting to the VP of Customer Delivery and Transformation, this individual plays a key role in evolving delivery practices, coordinating customer programs, and continuously improving the customer experience in a rapidly growing technology environment. Success in this role will be primarily measured by the ability to deliver client programs while rigorously adhering to the three pillars of delivery: time (strict adherence to timelines), scope (full compliance with defined requirements), and quality (reliability and excellence of deployments), all while maximizing client satisfaction and adoption.

Responsibilities

• Strategy and Governance
  • Drive the evolution of Customer Delivery practices, processes, and standards.
  • Establish governance frameworks and performance metrics.
  • Ensure clear visibility into priorities, risks, dependencies, and delivery capabilities.
  • Oversee customer implementation, integration, and deployment programs.
  • Manage the customer project portfolio and ensure predictable delivery aligned with business objectives.
  • Collaborate closely with Product, Technology, Architecture, Security, and Marketing teams.
• Adoption and Customer Experience
  • Structure adoption approaches to accelerate value creation for customers.
  • Identify barriers to adoption and coordinate necessary action plans.
  • Contribute to the continuous improvement of the customer experience.
• Leadership and Organizational Development
  • Mentor and develop Client Delivery teams.
  • Foster a culture of collaboration, excellence, and continuous improvement.
  • Support the growth and organizational maturity of the delivery function.
• Risk Management and Compliance
  • Ensure compliance with financial sector regulatory and security requirements.
  • Maintain proactive management of risks related to projects and integrations.
• Key Performance Indicators (KPIs)
  • Time-to-value
  • Platform adoption and usage rates
  • Customer satisfaction (NPS, CSAT)
  • Meeting deadlines
  • Risk mitigation and customer escalations

Requirements

The working language is French; all internal meetings at Croesus are conducted in French, so a strong proficiency in French is mandatory.

• Significant experience in delivery management, implementation, or integration of solutions in B2B environments within the financial sector.
• Experience in fintech, technology, or regulated environments.
• Proven leadership in managing complex teams and programs.
• Strong ability to collaborate with client, product, and technology teams.
• Excellent communication, influence, and priority management skills.
• Bachelor’s degree in business administration, information technology, engineering, or a related field.
• Inspiring leadership
• Customer and results-oriented
• Strategic vision and execution capability
• Portfolio management and prioritization
• Communication and influence
• Governance and continuous improvement

Benefits

• À la carte vacations
• Annual salary + Corporate profit-sharing plan
• Hybrid work, 2 days a week in office (Laval & Montreal offices)
• Sports program
• Gym available at our Laval head office
• Telemedicine + group insurance
• Group RRSP
• Proximity to Montmorency & McGill metro
• Ongoing training and development plan
• Referral bonus
• Indoor and outdoor parking & electric car recharging
• Croesus boutique
• Beautifully renovated and spacious office
• Complimentary breakfast every morning
• 2X per month, Happy hours, prepared by our Croesus Life Partner

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today. Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.