Regional Client Consulting Lead, NA & APAC

Confluence Technologies, Inc.; Pittsburgh (Allegheny County); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Time Off

Career Development

Social Events

Referral Bonus

Job summary

Confluence Technologies, Inc. is seeking a Manager, Revolution Client Consulting – NA & APAC to lead a distributed team across North America and APAC.

The role centers on senior client relationship leadership and translating complex investment performance needs into effective solutions. Based in Pittsburgh or Boston, with regular Eastern Time collaboration, you will drive client retention, growth and onboarding across the region.

Qualifications

• Deep expertise in investment performance analytics and client-focused delivery.
• Experience translating client requirements into actionable solutions.
• Proven leadership and accountability in a busy client-facing environment.

Responsibilities

• Lead a distributed five-person Client Consulting team across North America and APAC.
• Provide senior guidance on complex investment performance questions.
• Translate client requirements into performance and analytical solutions.
• Build relationships with Clients, Account Management, Product and performance teams.

Skills

Investment performance analytics

Client consulting

People leadership

Stakeholder management

Cross-regional collaboration

Financial technology

Education

CFA or CIPM qualification

Tools

Revolution/StatPro

Data analysis tools

Job description

Confluence Technologies, Inc. is seeking a Manager, Revolution Client Consulting – NA & APAC to lead a distributed team across North America and APAC.

The role centers on senior client relationship leadership and translating complex investment performance needs into effective solutions. Based in Pittsburgh or Boston, with regular Eastern Time collaboration, you will drive client retention, growth and onboarding across the region.