Confluence Technologies

Role Description We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US. This role focuses on expanding existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics. - You will work across complex client environments, engaging stakeholders from analysts through to senior decision makers, and identifying opportunities to drive long term revenue growth. - Our platform is trusted by many of the world’s leading investment consulting firms. - You’ll manage high value, enterprise consultant relationships, not transactional accounts. - You’ll sell a platform embedded in critical client workflows, not standalone products. - You’ll work across complex stakeholder environments, from operational users to senior leaders. - You’ll have ownership of account strategy, pricing, and revenue expansion. - You’ll operate within a specialist and less saturated area of financial services, working closely with investment consultants. Qualifications - What skills and experience do I need to succeed? Requirements - Flexible working options for all employees. - Travel to locations such as Chicago, Boston, and Atlanta will be key, therefore candidates in these locations and in the North East of the US will be preferred. Benefits - Generous Time Off packages including additional half days with each public holiday in your location. - Global Career Development opportunities. - Social Events. - Referral Bonus scheme - Up to $3,000 per successful referral. - Plus many more! 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.

Title: Sales Account Manager (APAC) Location: 17187Australia Department: Sales Workplace type Fully remote Employment Type Permanent - Full Time Department Sales KeyResponsibilities: 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 Join our dynamic SA/APAC sales team as an Account Manager, focusing on managing and growing relationships with smaller accounts and actively seeking upsell opportunities. This role covers both existing client management and new business development, with full responsibility for the sales life cycle—from prospecting to contract management and closing. You’ll receive marketing and lead generation support, and benefit from a collaborative, virtual team environment. The position offers significant autonomy, exposure to a broad product portfolio, and the opportunity to progress to larger accounts as you demonstrate your capabilities. Regular travel within APAC and internationally is expected, providing valuable multinational experience. What skills and experience do I need to succeed? - Experience in sales/account management within the investment management domain - selling Analytics solutions. - Ability to discuss Performance, Risk, Attribution, and Analytics with clients. - Self-starter with strong problem-solving skills and the ability to work independently in a remote/virtual setting. - Sydney-based, with a broad professional network. - Experience managing the full sales cycle, including prospecting, closing, and contract management. - Familiarity with Salesforce, LinkedIn, and other sales/CRM tools. - Willingness to attend industry events and engage in cold outreach. - Comfortable with regular travel within APAC and occasional international trips. 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. We have a small workforce in Sydney who work remotely. #LI-Remote Values We look for people who align with our 4 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. 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. About Confluence Technologies As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.

Title: Compliance Services Consultant Location: 17203United States Department: Compliance Services KeyResponsibilities: About the Role As a Compliance Services Consultant, you’ll take on a senior, client‑facing role, acting as the primary compliance authority for a select group of clients. You’ll provide hands‑on guidance across core U.S. securities laws and play a critical role during high‑stakes regulatory events, including SEC examinations. This is a fully remote, highly autonomous role designed for professionals who value ownership, influence, and long‑term client relationships. What You’ll Do - Act as an outsourced Chief Compliance Officer for private fund and retail wealth management clients - Advise clients on compliance with the Investment Advisers Act, Investment Company Act, and Securities Exchange Act - Lead annual reviews, risk assessments, and regulatory filings - Support and manage clients through SEC examinations and regulatory inquiries - Build trusted relationships with C‑suite executives and senior stakeholders - Oversee and mentor junior team members - Contribute to the ongoing development and growth of the compliance practice SkillsKnowledgeExpertise: What We’re Looking For Must‑Have Experience - Prior in‑house or outsourced Chief Compliance Officer experience, with direct accountability - Strong working knowledge of: - Investment Advisers Act of 1940 (essential) - Securities Exchange Act of 1934 - Investment Company Act of 1940 - 7+ years of experience in the regulated investment industry (compliance, consulting, or regulatory) - Proven ability to advise C‑suite and senior leadership - Hands‑on experience with private equity, private credit, hedge funds, and/or retail wealth managers Nice‑to‑Have (But Not Required) - Law degree or postgraduate compliance or legal education - Professional certifications (IACCP, CAMS/ACAMS, CRCP, CFE) - FINRA licenses (e.g., Series 24) - Experience with IARD, CRD, PFRD, EDGAR, and compliance software - Exposure to CFTC/NFA regulations - Experience mentoring or leading junior professionals Travel - Moderate travel, typically up to approximately 40% SkillsKnowledgeExpertiseHeader: What skills and experience do I need to succeed? WorkplaceTypeText: Fully remote WorkplaceType: remote Job Description: Remote- Central or Eastern U.S. time zones 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.

Compliance Services Consultant Department: Compliance Services Employment Type: Permanent - Full Time Location: United States Reporting To: Kyrstin Ritsema Description Remote- Central or Eastern U.S. time zones 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. Key Responsibilities 🚀 About the Role As a Compliance Services Consultant, you’ll take on a senior, client‑facing role, acting as the primary compliance authority for a select group of clients. You’ll provide hands‑on guidance across core U.S. securities laws and play a critical role during high‑stakes regulatory events, including SEC examinations. This is a fully remote, highly autonomous role designed for professionals who value ownership, influence, and long‑term client relationships. What You’ll Do - Act as an outsourced Chief Compliance Officer for private fund and retail wealth management clients - Advise clients on compliance with the Investment Advisers Act, Investment Company Act, and Securities Exchange Act - Lead annual reviews, risk assessments, and regulatory filings - Support and manage clients through SEC examinations and regulatory inquiries - Build trusted relationships with C‑suite executives and senior stakeholders - Oversee and mentor junior team members - Contribute to the ongoing development and growth of the compliance practice Skills, Knowledge & Expertise What We’re Looking For Must‑Have Experience - Prior in‑house or outsourced Chief Compliance Officer experience, with direct accountability - Strong working knowledge of: - Investment Advisers Act of 1940 (essential) - Securities Exchange Act of 1934 - Investment Company Act of 1940 - 7+ years of experience in the regulated investment industry (compliance, consulting, or regulatory) - Proven ability to advise C‑suite and senior leadership - Hands‑on experience with private equity, private credit, hedge funds, and/or retail wealth managers Nice‑to‑Have (But Not Required) - Law degree or postgraduate compliance or legal education - Professional certifications (IACCP, CAMS/ACAMS, CRCP, CFE) - FINRA licenses (e.g., Series 24) - Experience with IARD, CRD, PFRD, EDGAR, and compliance software - Exposure to CFTC/NFA regulations - Experience mentoring or leading junior professionals Travel - Moderate travel, typically up to approximately 40% Job Benefits 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-Remote-Central or Eastern U.S. time zones preferred)