The posting
Location - Boston or Pittsburgh, other locations across North East US considered
Why Confluence?
At Confluence, we're building the future of investment data through innovation, collaboration and continuous improvement. As AI reshapes the financial services industry, we're embracing new technologies while continuing to build on the deep industry expertise and trusted partnerships that have defined our success for decades.
With colleagues across the globe, we bring together diverse experiences, perspectives and expertise to tackle complex challenges and create meaningful impact. Whether you're starting your career or bringing years of experience, you'll have the opportunity to learn, contribute and help shape what's next.
More about the role & team
We’re looking for a Manager, Revolution Client Consulting – North America & APAC to lead a five-person cross-regional team and provide senior leadership across an important portfolio of client relationships. Based preferably in Pittsburgh or Boston, you’ll work primarily Eastern Time while partnering with colleagues and clients across North America and APAC.
This is a role for someone who combines deep investment performance expertise with genuine people leadership. You’ll guide the team through complex performance questions, help translate client requirements into effective solutions, and bring together Client Consulting, Account Management and Product to deliver consistently for clients.
You’ll have meaningful scope to shape the regional Client Consulting function, develop team capability and act as a senior performance escalation point while contributing to client retention, growth and new North American onboarding activity.
Key Responsibilities
- Lead, coach and develop a distributed five-person Client Consulting team across North America and APAC.
- Provide senior guidance and hands-on support on complex investment performance questions.
- Lead the investigation and resolution of issues spanning performance calculations, data, Product and technical teams.
- Translate client requirements into appropriate performance and analytical solutions.
- Build strong working relationships with clients, Account Management, Product and performance teams.
- Establish clear ownership and accountability across the region while supporting retention, growth and onboarding activity.
Why Join Us
- Take on a visible regional leadership position with scope to shape Revolution Client Consulting across North America and APAC.
- Combine people leadership with meaningful client impact and technically challenging investment-performance work.
- Become a senior performance escalation point for major clients and internal stakeholders.
- Build close relationships and influence across Account Management and Product.
- Help develop a distributed team while supporting retention, growth and new North American client activity.
What skills and experience do I need to succeed?
Essential Requirements
- Deep expertise in investment performance analytics.
- Strong understanding of performance calculations, data flows and analytical solutions.
- Ability to translate client requirements into solution design.
- Experience investigating complex performance and data issues.
- Proven people leadership, including coaching, empowerment, performance management and accountability.
- Strong client and stakeholder relationship skills.
- Ability to collaborate effectively with Account Management, Product and technical specialists.
- Evidence of ownership, resilience and results delivery in a busy client-facing environment.
Desirable Requirements
- Revolution, StatPro or comparable investment analytics platform experience.
- CFA or CIPM qualification.
- Experience leading teams across North America and APAC.
- Fintech vendor or global asset-servicing experience.
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. You will ideally be working on a hybrid basis in Pittsburgh or Boston, however working remotely in other North East states will be considered.
#LI-Hybrid
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.
If you believe that this job posting is noncompliant, please email us at [email protected].
AI Use In Interviews
To ensure a fair and consistent assessment for all candidates, we ask that you do not use AI tools, external assistance or prepared real time prompts during ta screening call or interview unless we have specifically advised that these are permitted.
The interview is designed to assess your own experience, thought process and communication skills. If AI use is permitted as part of an exercise, we will clearly explain this beforehand.
Pre-Employment Screening Disclaimer
As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre-employment screening.
Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.
