FinTech Client Consultant — Regulatory Reporting (Hybrid)

Confluence Technologies, Inc.; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Time Off

Global Career Development

Social Events

Referral Bonus

Job summary

Confluence Technologies, Inc. in Pittsburgh, PA is seeking a Client Consultant to support client deliveries across our regulatory reporting product suite. You will liaise with stakeholders, analyze client needs, and translate them into actionable requirements while learning our fintech platforms.

This junior role emphasizes collaboration, problem solving, and clear communication. You will build experience in investment management systems, exposure to global clients, and work with

Qualifications

• Bachelor's degree required.
• 1-3 years in banking or fintech.
• Proficiency in Excel and SQL.

Responsibilities

• Collaborate with clients to understand their business problems and translate into requirements.
• Assist in designing implementations to meet client goals.
• Support regulatory reporting product engagements and client delivery.

Skills

Excel

SQL

Regulatory knowledge

Education

Bachelor's degree in a related field

CFA

CIPM

ITIL

FRM

Job description

Confluence Technologies, Inc. in Pittsburgh, PA is seeking a Client Consultant to support client deliveries across our regulatory reporting product suite. You will liaise with stakeholders, analyze client needs, and translate them into actionable requirements while learning our fintech platforms.

This junior role emphasizes collaboration, problem solving, and clear communication. You will build experience in investment management systems, exposure to global clients, and work with