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.

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.

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.

Confluence Technologies

Manager, Revolution Client Consulting

About the Job

Requirements

Responsibilities

Desired Qualifications

Key Responsibilities

Why Join Us

Essential Requirements

Desirable Requirements

About the Company

Confluence Technologies

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