Senior Client Consulting Lead, NA & APAC

Confluence Technologies, Inc.; Boston (MA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Time Off packages

Career development opportunities

Social events

Referral bonus scheme

Job summary

Confluence Technologies, Inc. in Boston, MA, seeks a Manager for Revolution Client Consulting – NA & APAC to lead a cross‑regional five‑person team and provide senior guidance across a portfolio of client relationships.

You’ll be based in Boston or Pittsburgh, working primarily Eastern Time, and collaborate with Account Management, Product, and performance teams to deliver effective investment solutions and client outcomes.

Qualifications

• Deep expertise in investment performance analytics.
• Strong understanding of performance calculations and data flows.
• Ability to translate client requirements into solutions.
• Experience investigating complex performance and data issues.
• Proven people leadership with coaching and accountability.
• Strong client and stakeholder relationship skills.

Responsibilities

• Lead a distributed five-person Client Consulting team across NA and APAC.
• Provide senior guidance on complex investment performance questions.
• Investigate issues spanning performance calculations, data, Product and tech teams.
• Translate client requirements into performance and analytical solutions.
• Build strong relationships with clients, Account Management, Product and performance teams.
• Shape regional Client Consulting with retention, growth and onboarding in mind.

Skills

Investment analytics

Performance calculations

Client relationships

People leadership

Cross-functional collaboration

Ownership & accountability

Education

CFA or CIPM qualification

Tools

Revolution/StatPro

Job description

Confluence Technologies, Inc. in Boston, MA, seeks a Manager for Revolution Client Consulting – NA & APAC to lead a cross‑regional five‑person team and provide senior guidance across a portfolio of client relationships.

You’ll be based in Boston or Pittsburgh, working primarily Eastern Time, and collaborate with Account Management, Product, and performance teams to deliver effective investment solutions and client outcomes.