Engagement and Program Manager - Wealth / Asset Management

About Performativ Performativ is the operating system powering tomorrow’s wealth management. We help wealth and asset managers, investment advisors, multi-family offices, private banks, and financial institutions unify portfolio management, workflows, governance, and digital client experiences within one cloud-native platform. Built for organizations operating across custodians, entities, and jurisdictions, Performativ replaces fragmented systems and manual processes with a structured operating environment designed for scale, control, and operational efficiency. Our platform enables you to: • Consolidate portfolio and client data into a single source of truth • Automate onboarding, reporting, compliance, and operational workflows • Execute discretionary, advisory, and model-driven mandates with precision • Deliver modern digital client and advisor experiences • Operate within controlled, auditable, and regulatory-aligned frameworks • Scale clients, mandates, and operations without increasing complexity Built with governance, automation, and scalability at its core, Performativ enables wealth organizations to modernize operations without compromising control. Headquartered in Copenhagen, we support firms across Europe and beyond with infrastructure designed for institutional-grade wealth operations and 100% EU data residency.

Performativ

The operating system powering tomorrow's wealth management.

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P

performativ.com

51-200 employees

Financial Services

Copenhagen

2020

Privately Held

4.9k LinkedIn followers

Raised $20.6M

• Own enterprise set-up programs end to end (kick-off through to go-live and hyper-care) against an agreed plan and scope (Statement of Work).
• Interrogate and determine how customer requirements are and describe how they can be addressed in the platform.
• Enable customers to integrate Performativ via standard platform patterns (APIs, SSO, configuration) without custom buildouts, working with product and engineering to flag gaps early and advocate for scalable paths.
• Own plan, scope, and change control, keeping scope tied to contract and change visible and decided rather than quietly absorbed, and support the Technical Program Lead on requirements, design documents, and acceptance-criteria sign-off.
• Run customer communication, cadence, and governance with reporting that keeps meetings short, and manage risk, dependency, and issue tracking (including customer-side).
• Lead a clean handover to Customer Success at go-live or hyper-care exit, including train-the-trainer sessions and supporting materials.
• Represent the program in internal capacity and exception reviews, bringing requests the plan cannot absorb back as options rather than committing on the spot.
• Build repeatable playbooks, documentation, and artefacts that make the next program faster. You will be measured on this, not only on your own delivery.
• How you will work
• You will run multiple programs at once, in a delivery pod alongside the Technical Program Lead, Integration Engineers, Data Migration Specialists, and Product Engineers. None report to you. Rather you get things done through clarity and relationships, not authority. You will report to the COO. The role is remote with travel 40% of the time – both to customer site and to our head-office in Copenhagen - expected as a minimum.

• 7+ years in program or engagement management, consulting, product management, or another delivery-facing role, with a track record of leading complex, multi-stakeholder implementations end to end.
• Experience in either wealth management, private banking and / or asset management is a pre-requisite experience.
• Comfortable being firm with customers on scope and timeline while keeping the relationship stronger for it.
• Structured and highly organized, producing written plans, governance cadences, and reporting that stakeholders can act on.
• Broad technical literacy across enterprise SaaS delivery: API-based integrations, SSO and security configuration, and data migration and mapping, including enough SQL to read and question a mapping. You do not build the integration, but you understand it well enough to scope it, question it, and know when something does not add up.
• Ability to build working fluency in the customer's business domain fast: within 90 days, able to discuss topics such as advice and suitability workflows and customer reporting without a subject-matter expert in the room.
• ITIL Foundation, PMP, PRINCE2 Certification (or equivalent) would be beneficial but not required.
• 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 customer - but you prioritize scalable fixes over tactical workarounds.
• You advocate for platform-aligned solutions, not special cases.
• What this role is not
• This role sits in operations, not engineering or commercial, and is project-based: once delivery is complete, you roll on to the next engagement. As a SaaS provider, we do not build bespoke software; delivery works within the bounds of the product.
• Trust and responsibility to shape how Performativ delivers for its largest customers.
• A competitive salary and benefits package.
• A fast-growing, VC-backed fintech scaleup, working alongside professionals from leading institutions (Goldman Sachs, McKinsey, BCG, Amazon and others).
• Career acceleration through professional development and leadership opportunities.

• Competitive salary
• Professional development
• Leadership opportunities