Delivery Manager

About the Company

GeoWealth is a Chicago‑based, award‑winning technology provider that delivers a fully integrated, open‑architecture Turnkey Asset Management Platform (TAMP) tailored for Registered Investment Advisors. The platform combines a comprehensive advisor tech suite—covering portfolio construction, back‑office, billing, reporting, and outsourced trading—with a proven spectrum of investment strategies to help advisors grow faster and serve clients more efficiently. GeoWealth’s distinctive value lies in its customizable, tech‑enabled architecture and the depth of expertise of its founding team, which spans every stage of the wealth‑management lifecycle. The company’s focus on delivering end‑to‑end fintech solutions positions it as a trusted partner for advisors seeking to streamline operations and enhance client outcomes.

Job Description