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Confluence Financial Partners Jobs in California

Partner with department heads to manage shared resources across multiple concurrent programs ... Expert-level proficiency in Atlassian tools - Jira, Confluence, and BigPicture (or equivalent ...

About Airwallex Airwallex is the only unified payments and financial platform for global businesses ... Comfort working with cloud technologies such as Slack, Zoom, Google Suite, Confluence, and BambooHR ...

Technical Program Manager

San Francisco, CA · On-site

$151K - $196K/yr

  • Medical

  • Dental

  • Retirement

This role will partner with engineering teams, executive stakeholders, and technology vendors to ... Manage project financials, including budget tracking, forecasting, resource planning, and AOP ...

... the CTO, CFO, and Board of Managers for internal deployments and thought leadership. * Partner ... Experience with Atlassian Confluence, and LinkedIn preferred * Excellent organizational skills and ...

VP of Health Informatics

Sacramento, CA · On-site

$190K - $268K/yr

  • Medical

  • Life

  • Retirement

  • PTO

As the region's largest Community Health System, WellSpace utilizes a Confluence Model to integrate ... Working in close partnership with clinical, operational, financial, quality, compliance, human ...

VP of Health Informatics

Sacramento, CA · On-site

$190K - $268K/yr

  • Medical

  • Life

  • Retirement

  • PTO

As the region's largest Community Health System, WellSpace utilizes a Confluence Model to integrate ... Working in close partnership with clinical, operational, financial, quality, compliance, human ...

Be Seen First

VP of Health Informatics

Sacramento, CA · On-site

$190K - $268K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Working in close partnership with clinical, operational, financial, quality, compliance, human ... As the region's largest Community Health System, WellSpace utilizes a Confluence Model to integrate ...

Lead,CloudProgramManager

Fremont, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Partner with leadership to align priorities across workstreams (e.g., OTA, data, mobile, user ... Lead adoption of new tools, processes, and operating models (e.g., Jira alignment, Confluence ...

Showing results 21-40

Confluence Financial Partners information

What is Confluence Financial Partners?

Confluence Financial Partners is a financial advisory firm that provides comprehensive wealth management, financial planning, and investment services to individuals, families, and businesses. The firm’s advisors help clients create personalized strategies to achieve their financial goals, manage assets, and plan for retirement. By offering tailored advice and ongoing support, Confluence Financial Partners aims to guide clients through every stage of their financial journey.

What are the key skills and qualifications needed to thrive as a financial advisor at Confluence Financial Partners, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning expertise, and relevant certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and investment research tools is typically required. Excellent interpersonal communication, trust-building, and active listening skills set top advisors apart in client relationships. These skills are essential for providing sound financial advice, building long-term client trust, and achieving client financial goals.

What does a typical week look like for a financial advisor at Confluence Financial Partners?

A typical week for a financial advisor at Confluence Financial Partners involves a mix of client meetings, portfolio reviews, and strategic planning. Advisors spend significant time building and maintaining client relationships, preparing personalized financial plans, and staying updated on market trends. Collaboration with team members, including analysts and administrative staff, is common to ensure comprehensive service delivery. The work environment encourages continuous learning and professional development, with opportunities to attend industry seminars and pursue certifications.

What is the difference between Confluence Financial Partners vs Financial Advisor?

AspectConfluence Financial PartnersFinancial Advisor
CertificationsCFP, Series 7/66CFP, Series 7/66
Work EnvironmentFinancial services firms, offices, client meetingsFinancial services firms, offices, client meetings
Industry UsageFinancial planning and wealth managementFinancial planning, investment advice, wealth management

Confluence Financial Partners and Financial Advisors often share similar certifications and work environments, focusing on client financial planning and wealth management. The main difference is that Confluence Financial Partners is a firm name, while Financial Advisor refers to the professional role. Both serve similar client needs within the financial industry.

What are popular job titles related to Confluence Financial Partners jobs in California?

For Confluence Financial Partners jobs in California, the most frequently searched job titles are:

What job categories do people searching Confluence Financial Partners jobs in California look for?

The top searched job categories for Confluence Financial Partners jobs in California are:

What cities in California are hiring for Confluence Financial Partners jobs?

Cities in California with the most Confluence Financial Partners job openings:

Finance Operate - Manager - Governance & Standards Lead

Deloitte

San Jose, CA • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

45th of 150 rated financial services


Job description

Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.

Recruiting for this role ends 09/30/2026.

As a Manager and Governance & Standards Lead within our Finance Transformation Tech Enablement team, you will establish the frameworks, guardrails, and operating standards that enable the Tech Enablement team to scale consistently and with quality. You will own cross-workstream consistency, risk management practices, and the governance structures that underpin platform delivery.

Work You Will Do 

Frameworks & Standards Development

  • Design and implement governance frameworks, delivery standards, and quality guardrails for the Tech Enablement team across all workstreams.
  • Establish and maintain documentation standards for solution architecture, process flows, integration designs, and AI/automation outputs.
  • Define cross-team consistency requirements-templates, naming conventions, reuse patterns, and review checkpoints-to reduce rework and accelerate delivery.
  • Own the team's operating model documentation, including onboarding guides, delivery playbooks, and escalation protocols.

Risk, Controls & Compliance

  • Identify, assess, and communicate delivery and technical risks across all active workstreams; develop and track mitigation plans.
  • Ensure platform solutions meet finance-specific compliance requirements, including SOX controls, audit trails, access controls, and data retention policies.
  • Partner with technical architects and process leads to embed control points into solution designs (approvals, segregation of duties, auditability).
  • Lead readiness assessments for platform deployments, ensuring quality gates are met before production releases.

Cross-Workstream Coordination

  • Serve as the integration point across US and offshore workstreams to ensure alignment on standards, timelines, and dependencies.
  • Facilitate governance forums, design reviews, and quality checkpoints; escalate blockers proactively.
  • Track and report on team-level KPIs, delivery metrics, and quality indicators for leadership visibility.

Team Development

  • Mentor team members on governance, documentation, and quality practices.
  • Champion continuous improvement of the team's delivery operating model as the team scales.

The team

Our Finance Operate offering provides ongoing operation of the Finance function as an extension of Deloitte's Finance Transformation Advise and Implement offering portfolio. The team works across finance strategy, process, operations, and technology to help organizations enable scalable finance outcomes. Professionals in this practice support delivery in complex environments while helping clients advance modernization across Finance Operate capabilities.

Qualifications

Required

  • Bachelor's degree in Business, Information Systems, Finance, or related field.
  • 7+ years of experience in technology delivery, consulting, or program management, with demonstrated ownership of governance and standards functions.
  • Strong understanding of risk management, quality assurance, and compliance frameworks in a technology or consulting context.
  • Experience developing and enforcing documentation, delivery, and quality standards across distributed teams.
  • Excellent communication, facilitation, and organizational skills; proven ability to work across senior stakeholders.
  • Familiarity with finance-specific compliance and controls requirements (SOX, audit trail, access control frameworks).
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred

  • PMP, PMI-ACP, SAFe, or related program management/delivery certifications.
  • Experience in managed services or Finance Operate delivery environments.
  • Knowledge of AI/automation governance considerations (model risk, auditability, bias mitigation).
  • Familiarity with Agile delivery tools (Jira, Azure DevOps, Confluence).

 The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,000-$252,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Qualifications:

Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.

Recruiting for this role ends 09/30/2026.

As a Manager and Governance & Standards Lead within our Finance Transformation Tech Enablement team, you will establish the frameworks, guardrails, and operating standards that enable the Tech Enablement team to scale consistently and with quality. You will own cross-workstream consistency, risk management practices, and the governance structures that underpin platform delivery.

Work You Will Do 

Frameworks & Standards Development

  • Design and implement governance frameworks, delivery standards, and quality guardrails for the Tech Enablement team across all workstreams.
  • Establish and maintain documentation standards for solution architecture, process flows, integration designs, and AI/automation outputs.
  • Define cross-team consistency requirements-templates, naming conventions, reuse patterns, and review checkpoints-to reduce rework and accelerate delivery.
  • Own the team's operating model documentation, including onboarding guides, delivery playbooks, and escalation protocols.

Risk, Controls & Compliance

  • Identify, assess, and communicate delivery and technical risks across all active workstreams; develop and track mitigation plans.
  • Ensure platform solutions meet finance-specific compliance requirements, including SOX controls, audit trails, access controls, and data retention policies.
  • Partner with technical architects and process leads to embed control points into solution designs (approvals, segregation of duties, auditability).
  • Lead readiness assessments for platform deployments, ensuring quality gates are met before production releases.

Cross-Workstream Coordination

  • Serve as the integration point across US and offshore workstreams to ensure alignment on standards, timelines, and dependencies.
  • Facilitate governance forums, design reviews, and quality checkpoints; escalate blockers proactively.
  • Track and report on team-level KPIs, delivery metrics, and quality indicators for leadership visibility.

Team Development

  • Mentor team members on governance, documentation, and quality practices.
  • Champion continuous improvement of the team's delivery operating model as the team scales.

The team

Our Finance Operate offering provides ongoing operation of the Finance function as an extension of Deloitte's Finance Transformation Advise and Implement offering portfolio. The team works across finance strategy, process, operations, and technology to help organizations enable scalable finance outcomes. Professionals in this practice support delivery in complex environments while helping clients advance modernization across Finance Operate capabilities.

Qualifications

Required

  • Bachelor's degree in Business, Information Systems, Finance, or related field.
  • 7+ years of experience in technology delivery, consulting, or program management, with demonstrated ownership of governance and standards functions.
  • Strong understanding of risk management, quality assurance, and compliance frameworks in a technology or consulting context.
  • Experience developing and enforcing documentation, delivery, and quality standards across distributed teams.
  • Excellent communication, facilitation, and organizational skills; proven ability to work across senior stakeholders.
  • Familiarity with finance-specific compliance and controls requirements (SOX, audit trail, access control frameworks).
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred

  • PMP, PMI-ACP, SAFe, or related program management/delivery certifications.
  • Experience in managed services or Finance Operate delivery environments.
  • Knowledge of AI/automation governance considerations (model risk, auditability, bias mitigation).
  • Familiarity with Agile delivery tools (Jira, Azure DevOps, Confluence).

 The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,000-$252,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Education:Bachelor's DegreeEmployment Type:

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