Most recent job postings at confluence
via Confluence Technologies Careers - Pinpoint schedule_type: Full-timesalary: 160K–195K a yearwork_from_home: 1
Senior Consultant, Compliance Services Department: Compliance Services... Employment Type: Permanent - Full Time Location: United States Reporting To: Kyrstin Ritsema Compensation: $160,000 - $195,000 / year Description Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity Senior Consultant, Compliance Services

Department: Compliance Services...

Employment Type: Permanent - Full Time

Location: United States

Reporting To: Kyrstin Ritsema

Compensation: $160,000 - $195,000 / year
Description
Why Confluence?
Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

More about the role & team
The Compliance Services group provides a full range of solutions to investment advisers and broker-dealers in managing their compliance programs. Compliance Services conducts mock exams, risk assessments and compliance reviews for its clients, who are registered in the United States. In addition, Compliance Services also offers outsourced compliance services such as drafting policies, preparing and making regulatory filings, code of ethics monitoring and electronic communication reviews.

Working under general direction, lead and participate in client consulting engagements, generally consisting of compliance reviews, mock exams, risk assessments, registrations and filings. While primarily assigned to a practice area (e.g. Retail, Institutional/RIC, Private Funds), client engagements will include exposure across client base.

You will form part of a team who are based remotely across the US.

What skills and experience do I need to succeed?
You will have 7+ years’ experience in investment management industry, with particular emphasis in compliance, either as a practitioner, consultant or regulator; preference will be given to candidates with experience working for a US regulator and/or exposure to private fund advisers or registered investment companies

You will also hold good working knowledge of the relevant securities laws and rules, including the Investment Advisers Act of 1940, Investment Company Act of 1940 and the Securities Exchange Act of 1934

You may have worked as a ‘Senior Compliance Consultant’, ‘Compliance Practitioner’, ‘Compliance Manager’, ‘Compliance Officer’, 'Chief Compliance Officer' or ‘Regulator’ to name a few.

What do we offer?
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

🕚 Generous Time Off packages including additional half days with each public holiday in your location.
🌎 Global Career Development opportunities
🎊 Social Events
💵 Referral Bonus scheme - Upto $3,000 per successful referral
🚀 Plus many more!

More about the Location
We offer flexible working options for all employees.

#LI-Remote

Values
We look for people who align with our 4 values.

Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others

Salary Range: $160000 to $195,000 annually + any other benefits such as bonus

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today
Show more details...
via Confluence Technologies Careers - Pinpoint schedule_type: Full-timesalary: 120K–160K a yearwork_from_home: 1
Data Governance Manager Department: Product - Analytics... Employment Type: Permanent - Full Time Location: New York, US Reporting To: Robert Norcross III Compensation: $120,000 - $160,000 / year Description Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure Data Governance Manager

Department: Product - Analytics...

Employment Type: Permanent - Full Time

Location: New York, US

Reporting To: Robert Norcross III

Compensation: $120,000 - $160,000 / year
Description

Why Confluence?
Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

About the role
The Data Governance Manager will lead the day-to-day operations and oversight of data which includes accuracy, completeness, lineage and timeliness of data in Confluence’s Paris and Prism Analytics products. The Data Governance Manager will be responsible for creating and maintaining processes and standards across the products and across our clients. The Data Governance Manager will create frameworks and monitoring tools to ensure the standards they set are being followed. They will also work closely with our product teams to prioritize and groom development, to ensure these standards are met. This position will be reporting into our product leadership team and could have product ownership responsibilities at times. This role has significant client facing interaction and the employee will be required to participate/lead client meetings to understand our client’s workflows and to help ensure data governance is followed.

About Confluence Paris & Prism

We are the leading provider of investment performance analytics and reporting solutions for institutional investors, investment consultants, asset managers, and private wealth advisors. We help our global clients analyze, measure and report on their assets in a highly insightful, accurate and efficient manner.

Key Responsibilities
· Create a data governance framework and set of monitoring tools to improve various aspects of our system data
· Create a roadmap of projects to work on with input from Product and Technology
· Work closely with our product teams during the product conception phase to assess viability of the data to support that idea.
· Work with internal constituents and with clients to ensure effective data governance processes are in place
· Automate and manually clean up data across environments.
· Work with our organization to ensure data security best practices are in place
· Develop best practices for data completeness and accuracy
· Simplify data process wherever possible
· Design and work with product/development teams to execute on key new data related roadmap items

Skills, Knowledge & Expertise
• Bachelor's degree plus 10+ years of financial industry experience
• Knowledge of financial markets is a must
• Knowledge of Investment Consulting data and reporting workflows
• Institutional Asset Management experience is a big plus
• Understanding the software development lifecycle is a plus
• Possess the technical skills to be able to assess certain data elements independently for timeliness, completeness and accuracy.

Technical skills:
• SQL required
• Python and PowerBI preferred

What do we offer?
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

🕚 Generous Time Off packages including additional half days with each public holiday in your location.
🌎 Global Career Development opportunities
🎊 Social Events
💵 Referral Bonus scheme - Upto $3,000 per successful referral
🚀 Plus many more!

More about the Location
United States- Remote. EST highly preferred.
We offer flexible working options for all employees.

#LI-Remote

Values
We look for people who align with our 4 values.

Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others

Salary Range: $120,000 to $160,000 annually + any other benefits such as bonus

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today
Show more details...
via Confluence Technologies Careers - Pinpoint schedule_type: Full-timesalary: 150K–175K a yearwork_from_home: 1
Head of Sales - NAM CRR Department: Sales/Marketing... Employment Type: Permanent - Full Time Location: Boston, US Reporting To: Mark O'Brien Compensation: $150,000 - $175,000 / year Description Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other Head of Sales - NAM CRR

Department: Sales/Marketing...

Employment Type: Permanent - Full Time

Location: Boston, US

Reporting To: Mark O'Brien

Compensation: $150,000 - $175,000 / year
Description
Why Confluence?
Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

More about the role & team
Confluence is seeking a sales professional with 10+ years of experience prospecting, developing, and closing new SaaS-based solution sales across the regulatory, compliance post trade and fund reporting segments of the financial services industry. Via solution selling, you will be responsible for demonstrating the value of Confluence’s services by presenting tailored solutions that help clients/prospects achieve better business outcomes. You will be a “player-coach” taking responsibility for leading a team of three while carrying your own quota.

What skills and experience do I need to succeed?
You will ideally hold 10+ years’ experience prospecting, developing, and closing new SaaS-based solution sales across the regulatory, compliance post trade and fund reporting segments of the financial services industry.

However, we will consider those with slightly less experience. As a minimum, you must have demonstrable experience and an established network within the financial services industry.

Some senior experience is required, however we will also consider those who are aiming to move into a leadership role.

What do we offer?
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

🕚 Generous Time Off packages including additional half days with each public holiday in your location.
🌎 Global Career Development opportunities
🎊 Social Events
💵 Referral Bonus scheme - Upto $3,000 per successful referral
🚀 Plus many more!

More about the Location
We offer flexible working options for all employees.

#LI-Remote

Values
We look for people who align with our 4 values.

Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others

Salary Range: $150,000 to $175,000 annually + any other benefits such as bonus.

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today
Show more details...
via Confluence Technologies Careers - Pinpoint schedule_type: Full-timesalary: 125K–150K a yearwork_from_home: 1
Enterprise Sales Director - NAM CRR Department: Sales/Marketing... Employment Type: Permanent - Full Time Location: United States Reporting To: Mark O'Brien Compensation: $125,000 - $150,000 / year Description Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get Enterprise Sales Director - NAM CRR

Department: Sales/Marketing...

Employment Type: Permanent - Full Time

Location: United States

Reporting To: Mark O'Brien

Compensation: $125,000 - $150,000 / year
Description
Why Confluence?
Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

More about the role & team
Confluence is seeking a sales professional with 10+ years of experience prospecting, developing, and closing new SaaS-based solution sales across the regulatory, compliance post trade and fund reporting segments of the financial services industry. Via solution selling, you will be responsible for demonstrating the value of Confluence’s services by presenting tailored solutions that help clients/prospects achieve better business outcomes.

What skills and experience do I need to succeed?
You will ideally hold 10+ years’ experience prospecting, developing, and closing new SaaS-based solution sales across the regulatory, compliance post trade and fund reporting segments of the financial services industry.

What do we offer?
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

🕚 Generous Time Off packages including additional half days with each public holiday in your location.
🌎 Global Career Development opportunities
🎊 Social Events
💵 Referral Bonus scheme - Upto $3,000 per successful referral
🚀 Plus many more!

More about the Location
We offer flexible working options for all employees.

#LI-Remote

Values
We look for people who align with our 4 values.

Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others

Salary Range: $125,000 to $150,000 annually + any other benefits such as bonus.

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today
Show more details...
via Confluence Technologies Careers - Pinpoint schedule_type: Full-timesalary: 75K–95K a yearwork_from_home: 1
IT Applications Administrator Application Deadline: 31 May 2024... Department: IT - Information Technology Employment Type: Permanent - Full Time Location: United States Reporting To: Robert Quinlan Jr Compensation: $75,000 - $95,000 / year Description Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, IT Applications Administrator

Application Deadline: 31 May 2024...

Department: IT - Information Technology

Employment Type: Permanent - Full Time

Location: United States

Reporting To: Robert Quinlan Jr

Compensation: $75,000 - $95,000 / year
Description

Why Confluence?
Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

More about the role & team
The Product Support team is responsible for managing applications developed and hosted by Confluence. This role encompasses a wide range of tasks including server deployment, application upgrades, monitoring configuration, response to alerts, automation setup, and troubleshooting. The ideal candidate will possess strong analytical skills, troubleshooting abilities, and proficiency in scripting for automation purposes. Creativity and critical thinking will be essential for devising efficient solutions.

What skills and experience do I need to succeed?
You will need a minimum of 1 to 3 years’ work experience.

You will need to perform the following skills at a proficient level.

Microsoft client and servers OS and applications, more in depth knowledge of a Citrix environment, understanding concepts of layered infrastructure security (firewalls, DMZ, IDS, virus protection, network segmentation & authentication, monitoring, logging, alerts)

Script experience is expected.

You may have worked as a ‘IT Administrator’, ‘IT Applications Administrator’.

What do we offer?
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

🕚 Generous Time Off packages including additional half days with each public holiday in your location.
🌎 Global Career Development opportunities
🎊 Social Events
💵 Referral Bonus scheme - Upto $3,000 per successful referral
🚀 Plus many more!

More about the Location
We offer flexible working options for all employees.

#LI-Remote

Values
We look for people who align with our 4 values.

Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others

Salary Range: 75,000 to $95,000 annually + any other benefits such as bonus

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today
Show more details...
via Indeed posted_at: 19 days agoschedule_type: Full-timesalary: 120K–150K a yearwork_from_home: 1
Description Location... Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence. More about Description

Location...

Why Confluence?

Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

More about the role & team

The Marketing Director is an experienced B2B marketing leader responsible for attaining the marketing results in terms of lead generation and market awareness for the Compliance, Reporting and Services division. S/he leads demand generation campaigns and product marketing to drive pipeline and revenue growth and support product launches and sales enablement. Working collaboratively across Product, Sales, Services and Marketing teams and external agencies, the marketing director leads the marketing strategy and execution for the product division to achieve overall business goals. This role reports to the Head of Global Marketing of Confluence.

What skills and experience do I need to succeed?

You will need a minimum 7+ years of experience in B2B marketing.

Hands-on experience in multi-channel demand generation campaigns, including all digital and social marketing tactics, paid and organic.

Experience in FinTech and/or RegTech product marketing, selling into the buy-side Investment Management industry is highly desirable.

If you have little or no FintTech/RegTech experience, then financial services/technology in a B2B environment is imperative.

Hands-on experience in using Salesforce and Pardot to track and report on marketing results and ROI.

You may have worked as a ‘Marketing Director’, ‘Marketing Leader’, or 'Director of Marketing’.

What do we offer?

Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

Generous Time Off packages including additional half days with each public holiday in your location.

Global Career Development opportunities

Social Events

Referral Bonus scheme - Upto $3,000 per successful referral

Plus many more!

More about the Location

We offer flexible working options for all employees.

#LI-Remote

Values

We look for people who align with our 4 values.

Integrity

Face reality with honesty, courage and accountability

Imagination

Deal creatively with challenges and envision what the world could be

Discipline

Build good habits into reflexes which become a part of our life

Service

Committed to the success of others

Salary Range: $120,000.00 to $150,000.00 annually + any other benefits such as bonus

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today.

About Confluence Technologies

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia
Show more details...
via CareerBuilder posted_at: 26 days agoschedule_type: Full-time
Client Consultant Department: Client Experience... Employment Type: Permanent - Full Time Location: United States Reporting To: Mike Jervis Compensation: $75,000 - $95,000 / year Description Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other Client Consultant

Department: Client Experience...

Employment Type: Permanent - Full Time

Location: United States

Reporting To: Mike Jervis

Compensation: $75,000 - $95,000 / year

Description

Why Confluence?
Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

More about the role & team

The Client Consulting function plays a vital role in the successful delivery of solutions to our clients and act as liaisons across a wide range of stakeholders, both internal and external by way of their deep understanding of the FinTech industry coupled with exceptional system, technology, analysis and communication skills. Consultants collaborate with clients to understand their business problem, analyze their current business processes, understand the clients’ success criteria, translate that into requirements, and assist in the design to deliver the best implementation to meet the clients’ goals.

A Client Consultant should have a good understanding of best practices, can execute on tasks with limited supervision from others. Individuals will create intermediate level insight and recommendations in their area of expertise. Individuals in this role will continue to provide support to the analytics team members and begin to lead the client service efforts with intermediate complexity

Skills, Knowledge & Expertise

You will be engaging and counselling with clients, ensuring that you act on behalf of not only the client, but also the organisation. We are looking for someone who can build trust and credibility easily, and who can stand their ground where required.

You will need deep composites expertise, a strong working knowledge of Global Investment Performance Standards (GIPS) and adept at working with performance analytics systems like ours or other competing systems.

You may have worked as a ‘Client Consultant’, or 'Client Specialist’.

What do we offer?

Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

Generous Time Off packages including additional half days with each public holiday in your location.

Global Career Development opportunities

Social Events

Referral Bonus scheme - Upto $3,000 per successful referral

Plus many more!

More about the Location

We offer flexible working options for all employees. This is a fully remote role either based in the U.S or Eastern Canada.

#LI-Remote

Values

We look for people who align with our 4 values.

Integrity

Face reality with honesty, courage and accountability

Imagination

Deal creatively with challenges and envision what the world could be

Discipline

Build good habits into reflexes which become a part of our life

Service

Committed to the success of others

If you would like to find out more about a Career at Confluence, please apply today.

#J-18808-Ljbffr
Show more details...
via LinkedIn posted_at: 12 days agoschedule_type: Full-timework_from_home: 1
Application Deadline: 30 June 2024 Department: Sales/Marketing... Employment Type: Permanent - Full Time Location: Connecticut, US Reporting To: Chris Riggio Compensation: $130,000 - $150,000 / year Description Location Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity Application Deadline: 30 June 2024

Department: Sales/Marketing...

Employment Type: Permanent - Full Time

Location: Connecticut, US

Reporting To: Chris Riggio

Compensation: $130,000 - $150,000 / year

Description

Location

Why Confluence?

Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

More about the role & team

As a member of the Compliance, Regulatory and Reporting (CRR) Sales Team you will be responsible for promoting the CRR Services and Solutions within your territory. This will primarily focus on the Compliance Services group consulting and regulatory compliance. Partnering with Executive Leadership to promote regulatory compliance consulting services, annual reviews, SEC Mock Exams, managed compliance programs, Outsourced CCO, Code of Ethics, trade analytics, regulatory risk assessments and cyber analysis. Your target market will span across Registered Investment Advisors, Broker Dealers, Asset Managers, Hedge Funds and PE Firms in the designated territory. Other clients, prospects or partners may also be added.

As a sales executive you will collaborate with executive leadership of CRR, Marketing, Product Management and the Business Line Owners to develop a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Executive Director Compliance Services, this role is critical for expanding the CRR business in the territory. You will be responsible for the assigned quota for new sales and professional services into the existing client base and new accounts.

What skills and experience do I need to succeed?

You will need a bachelor’s degree from an accredited University or equivalent industry experience,

7+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions.

Working knowledge of the Securities and Exchange Commission regulation, FINRA regulation and Registered Investment Companies is an asset.

You may have worked as a ‘Enterprise Sales Director’, or 'Sales Director’.

What do we offer?

Benefits

Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

🕚 Generous Time Off packages including additional half days with each public holiday in your location.

🌎 Global Career Development opportunities

🎊 Social Events

💵 Referral Bonus scheme - Upto $3,000 per successful referral

🚀 Plus many more!

More about the Location

We offer flexible working options for all employees.

Values

We look for people who align with our 4 values.

Integrity

Face reality with honesty, courage and accountability

Imagination

Deal creatively with challenges and envision what the world could be

Discipline

Build good habits into reflexes which become a part of our life

Service

Committed to the success of others

Salary Range: $130,000 to $150,000 annually + any other benefits such as bonus

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today
Show more details...
via Indeed posted_at: 7 days agoschedule_type: Full-timesalary: 50K–60K a yearwork_from_home: 1
Description Location... Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence. More about Description

Location...

Why Confluence?

Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

More about the role & team

The Client Consulting function plays a vital role in the successful delivery of solutions to our clients and act as liaisons across a wide range of stakeholders, both internal and external by way of their deep understanding of the FinTech industry coupled with exceptional system, technology, analysis and communication skills. Consultants collaborate with clients to understand their business problem, analyze their current business processes, understand the clients’ success criteria, translate that into requirements, and assist in the design to deliver the best implementation to meet the clients’ goals.

An Associate Client Consultant should have a basic understanding of best practices, can execute on tasks with supervision from others. Individuals will create basic level insights and recommendations in their area of expertise. Individuals in this role will continue to provide support to the client service team and begins to lead support efforts with low complexity.

What skills and experience do I need to succeed?

You will need 1-2 years of experience in a similar role.

Great communication is essential. Strong analytical skills with the ability to interpret data and draw meaningful insights.

You must be highly organized.

Hours of work may vary between 9-5pm EST and 11-7pm EST

You may have worked as a ‘Client Consultant’, or “Associate Consultant”.

What do we offer?

Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

Generous Time Off packages including additional half days with each public holiday in your location.

Global Career Development opportunities

Social Events

Referral Bonus scheme - Upto $3,000 per successful referral

Plus many more!

More about the Location

We offer flexible working options for all employees.

#LI-Remote

Values

We look for people who align with our 4 values.

Integrity

Face reality with honesty, courage and accountability

Imagination

Deal creatively with challenges and envision what the world could be

Discipline

Build good habits into reflexes which become a part of our life

Service

Committed to the success of others

Salary Range: $50,000.00 to $60,000.00 annually + any other benefits such as bonus

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today.

About Confluence Technologies

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia
Show more details...