Senior Client Consultant
Department:
Client Experience
Employment Type:
Permanent - Full Time
Location:
Boston, US
Reporting To:
Sana Stephens
Description Boston OR Pittsburgh
Why Confluence? At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard‑working employees who work at Confluence.
More about the role & team We’re Hiring: Senior Client Consultant (Paris)
We’re looking for a
Senior Client Consultant
to join our team and support clients using the
Paris investment performance platform .
This is a
senior, client‑facing role
designed for someone who can operate with independence, credibility, and confidence from day one.
Supporting institutional investment clients using the
Paris performance and analytics platform
Acting as a trusted client partner across performance, attribution, and analytics topics
Managing client relationships with a high level of autonomy and ownership
Occasional travel expected (approximately
10–15% )
What skills and experience do I need to succeed?
Investment industry experience (performance, attribution, analytics, or similar)
Experience with
financial technology or investment platforms
(Paris strongly preferred)
Bachelor’s degree required (finance, economics, or closely related field)
~3+ years of relevant professional experience
Strong client‑facing skills and the ability to work independently
Professional certifications (CFA, CIPM, or similar)
Exposure to QA, project, or product‑related work
Strong time‑management and prioritisation skills
Natural curiosity and independent thinking
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. #LI-Hybrid- in one of our Boston or Pittsburgh Locations.
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 recruitment@confluence.com.
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.
#J-18808-Ljbffr
Client Experience
Employment Type:
Permanent - Full Time
Location:
Boston, US
Reporting To:
Sana Stephens
Description Boston OR Pittsburgh
Why Confluence? At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard‑working employees who work at Confluence.
More about the role & team We’re Hiring: Senior Client Consultant (Paris)
We’re looking for a
Senior Client Consultant
to join our team and support clients using the
Paris investment performance platform .
This is a
senior, client‑facing role
designed for someone who can operate with independence, credibility, and confidence from day one.
Supporting institutional investment clients using the
Paris performance and analytics platform
Acting as a trusted client partner across performance, attribution, and analytics topics
Managing client relationships with a high level of autonomy and ownership
Occasional travel expected (approximately
10–15% )
What skills and experience do I need to succeed?
Investment industry experience (performance, attribution, analytics, or similar)
Experience with
financial technology or investment platforms
(Paris strongly preferred)
Bachelor’s degree required (finance, economics, or closely related field)
~3+ years of relevant professional experience
Strong client‑facing skills and the ability to work independently
Professional certifications (CFA, CIPM, or similar)
Exposure to QA, project, or product‑related work
Strong time‑management and prioritisation skills
Natural curiosity and independent thinking
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. #LI-Hybrid- in one of our Boston or Pittsburgh Locations.
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 recruitment@confluence.com.
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.
#J-18808-Ljbffr