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© All Rights Reserved. ApplyBlast.com
Confluence Technologies
The Compliance Services Consultant will own senior-level client relationships and manage a focused portfolio of consulting clients, including serving in limited outsourced Chief Compliance Officer positions. This role provides hands-on guidance during routine compliance matters and heightened regulatory events, translating complex regulatory rules into actionable steps for investment company, private fund, and wealth management clients. The position requires strong expertise in securities laws and regulations, with strategic support from senior team members to manage a dynamic book of clients.
Headquarters
Pittsburgh, Pennsylvania, United States
Company Size
501-1000 employees
Founded
1991
Confluence Technologies is a financial technology company providing industry-leading regulatory reporting, investor communications, and portfolio analytics solutions for the investment management industry. Its platform serves asset managers, asset owners, asset service providers, and investment consultants across 40+ countries with tools for regulatory filing, GIPS composites, performance attribution, risk analytics, and data services. With over 30 years of experience, Confluence Technologies helps firms transform data into actionable insights to streamline workflows and navigate regulatory compliance.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Confluence Technologies.
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