JPMorganChase is a leading financial services firm, helping nearly half of America's households and ... partners and monitors adherence to the firm's risk, controls, compliance, and regulatory ...
JPMorganChase is a leading financial services firm, helping nearly half of America's households and ... partners and monitors adherence to the firm's risk, controls, compliance, and regulatory ...
... Risk & Treasury), Financial & Management Reporting, and General Ledger (GL) Target Platform ... The product owner will partner with users and technology delivering within an agile framework ...
... Risk & Treasury), Financial & Management Reporting, and General Ledger (GL) Target Platform ... The product owner will partner with users and technology delivering within an agile framework ...
... Risk & Treasury), Financial & Management Reporting, and General Ledger (GL) Target Platform ... The product owner will partner with users and technology delivering within an agile framework ...
... Risk & Treasury), Financial & Management Reporting, and General Ledger (GL) Target Platform ... The product owner will partner with users and technology delivering within an agile framework ...
... Risk & Treasury), Financial & Management Reporting, and General Ledger (GL) Target Platform ... The product owner will partner with users and technology delivering within an agile framework ...
... Risk & Treasury), Financial & Management Reporting, and General Ledger (GL) Target Platform ... The product owner will partner with users and technology delivering within an agile framework ...
... appetite by partnering across the business and delivering comprehensive features to market ... and Confluence is a plus. • 7+ years of experience in financial services, preferably with ...
... appetite by partnering across the business and delivering comprehensive features to market ... and Confluence is a plus. • 7+ years of experience in financial services, preferably with ...
Leads the completion of change management activities across functional partners and ensures ... Experience with Jira Align, Advance Confluence utilization, Advanced Jira queries Preferred ...
Leads the completion of change management activities across functional partners and ensures ... Experience with Jira Align, Advance Confluence utilization, Advanced Jira queries Preferred ...
Product Delivery Manager, Vice President - (PDMA) Marketing Campaign Workflow
Wilmington, DE · On-site
Leads the completion of change management activities across functional partners and ensures ... Experience with Jira Align, Advance Confluence utilization, Advanced Jira queries Preferred ...
Product Delivery Manager, Vice President - (PDMA) Marketing Campaign Workflow
Wilmington, DE · On-site
Leads the completion of change management activities across functional partners and ensures ... Experience with Jira Align, Advance Confluence utilization, Advanced Jira queries Preferred ...
Leads the completion of change management activities across functional partners and ensures ... Experience with Jira Align, Advance Confluence utilization, Advanced Jira queries Preferred ...
Leads the completion of change management activities across functional partners and ensures ... Experience with Jira Align, Advance Confluence utilization, Advanced Jira queries Preferred ...
Reporting & Analytics - Tableau, Alteryx, JIRA & Project Management - Senior Associate
Wilmington, DE · On-site
... partners. * Strong technical skills with Jira, Confluence, Tableau, AI (LLM), and Alteryx ... About Us Chase is a leading financial services firm, helping nearly half of America's households ...
Reporting & Analytics - Tableau, Alteryx, JIRA & Project Management - Senior Associate
Wilmington, DE · On-site
... partners. * Strong technical skills with Jira, Confluence, Tableau, AI (LLM), and Alteryx ... About Us Chase is a leading financial services firm, helping nearly half of America's households ...
... partners. * Strong technical skills with Jira, Confluence, Tableau, AI (LLM), and Alteryx ... Chase is a leading financial services firm, helping nearly half of America's households and small ...
... partners. * Strong technical skills with Jira, Confluence, Tableau, AI (LLM), and Alteryx ... Chase is a leading financial services firm, helping nearly half of America's households and small ...
... partners. * Strong technical skills with Jira, Confluence, Tableau, AI (LLM), and Alteryx ... Chase is a leading financial services firm, helping nearly half of America's households and small ...
... partners. * Strong technical skills with Jira, Confluence, Tableau, AI (LLM), and Alteryx ... Chase is a leading financial services firm, helping nearly half of America's households and small ...
This role partners closely with senior leaders to manage priorities, dependencies, risks, and ... Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint ...
This role partners closely with senior leaders to manage priorities, dependencies, risks, and ... Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint ...
This role partners closely with senior leaders to manage priorities, dependencies, risks, and ... Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint ...
This role partners closely with senior leaders to manage priorities, dependencies, risks, and ... Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint ...
This role partners closely with senior leaders to manage priorities, dependencies, risks, and ... Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint ...
This role partners closely with senior leaders to manage priorities, dependencies, risks, and ... Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint ...
... partners. * Strong technical skills with Jira, Confluence, Tableau, AI (LLM), and Alteryx ... ABOUT US Chase is a leading financial services firm, helping nearly half of America's households ...
... partners. * Strong technical skills with Jira, Confluence, Tableau, AI (LLM), and Alteryx ... ABOUT US Chase is a leading financial services firm, helping nearly half of America's households ...
Partner across Risk to help lead the continual build-out of the product roadmap. * Define product ... Experience with SharePoint and Confluence is a plus. * 7+ years of experience in financial services ...
Partner across Risk to help lead the continual build-out of the product roadmap. * Define product ... Experience with SharePoint and Confluence is a plus. * 7+ years of experience in financial services ...
Partner across Risk to help lead the continual build-out of the product roadmap. * Define product ... Experience with SharePoint and Confluence is a plus. * 7+ years of experience in financial services ...
Partner across Risk to help lead the continual build-out of the product roadmap. * Define product ... Experience with SharePoint and Confluence is a plus. * 7+ years of experience in financial services ...
This role partners closely with senior leaders to manage priorities, dependencies, risks, and ... Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint ...
This role partners closely with senior leaders to manage priorities, dependencies, risks, and ... Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint ...
Partner across Risk to help lead the continual build-out of the product roadmap. * Define product ... Experience with SharePoint and Confluence is a plus. * 7+ years of experience in financial services ...
Partner across Risk to help lead the continual build-out of the product roadmap. * Define product ... Experience with SharePoint and Confluence is a plus. * 7+ years of experience in financial services ...
... partners. * Excellent written communication skills (exec updates, announcements, pre-reads, and ... Confluence and presentation artifacts), without being tool-dependent. Chase is a leading financial ...
... partners. * Excellent written communication skills (exec updates, announcements, pre-reads, and ... Confluence and presentation artifacts), without being tool-dependent. Chase is a leading financial ...
Confluence Financial Partners information
What are 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?
| Aspect | Confluence Financial Partners | Financial Advisor |
|---|---|---|
| Certifications | CFP, Series 7/66 | CFP, Series 7/66 |
| Work Environment | Financial services firms, offices, client meetings | Financial services firms, offices, client meetings |
| Industry Usage | Financial planning and wealth management | Financial 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 Delaware? For Confluence Financial Partners jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Confluence Financial Partners jobs in Delaware look for? The top searched job categories for Confluence Financial Partners jobs in Delaware are:
What cities in Delaware are hiring for Confluence Financial Partners jobs? Cities in Delaware with the most Confluence Financial Partners job openings:
Senior Associate, Consumer & Community Banking Finance Data Ecosystem
Wilmington, DE • On-site
Full-time
Posted 18 days ago
Job description
Job Summary:
JPMorganChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Senior Associate within the Consumer & Community Banking Finance Data Ecosystem team, you will drive end-to-end governance, delivery execution, and stakeholder alignment in a high-impact product organization.
Responsibilities:
• Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies.
• Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements.
• Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources.
• Schedule and run recurring delivery ceremonies and stakeholder meetings; publish crisp notes, actions, owners, and due dates.
• Establish consistent routines and artifacts for tracking progress, decisions, and outcomes (e.g., scorecards, dashboards, operating trackers).
• Gather inputs across teams and convert them into clear, concise materials for Finance senior leadership: status, risks, decisions needed, and narrative on business value. Provide executive-level status reporting, tailored to audience and forum, ensuring transparency and accountability.
• Coordinate with core delivery partners (Technology, Decision Science, Design, Product, and control partners) to unblock work, align timelines, and ensure readiness for releases.
• Facilitate collaboration and communication across cross-functional stakeholders, helping teams move quickly while staying within governance and risk expectations.
Qualifications:
Required:
• 3+ years of experience or equivalent expertise in product management or a relevant domain area.
• Demonstrated performance in either product management or relevant domain area.
• Experience executing operational management and change readiness activities.
• Experience in product deployment processes.
• Strong command of Agile delivery fundamentals and tools; especially Jira (and ideally Confluence/SharePoint).
Preferred:
• Developed knowledge of the product development life cycle.
• Exposure to Databricks, modern BI technologies (ThoughtSpot, Tableau, Sigma) and transformation technologies like Alteryx.
• Exposure to AI/ML product delivery or technology governance (even if not hands-on model building).
Company:
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. Founded in 2000, the company is headquartered in New York, USA, with a team of 10001+ employees. The company is currently Late Stage.
JPMorganChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Senior Associate within the Consumer & Community Banking Finance Data Ecosystem team, you will drive end-to-end governance, delivery execution, and stakeholder alignment in a high-impact product organization.
Responsibilities:
• Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies.
• Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements.
• Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources.
• Schedule and run recurring delivery ceremonies and stakeholder meetings; publish crisp notes, actions, owners, and due dates.
• Establish consistent routines and artifacts for tracking progress, decisions, and outcomes (e.g., scorecards, dashboards, operating trackers).
• Gather inputs across teams and convert them into clear, concise materials for Finance senior leadership: status, risks, decisions needed, and narrative on business value. Provide executive-level status reporting, tailored to audience and forum, ensuring transparency and accountability.
• Coordinate with core delivery partners (Technology, Decision Science, Design, Product, and control partners) to unblock work, align timelines, and ensure readiness for releases.
• Facilitate collaboration and communication across cross-functional stakeholders, helping teams move quickly while staying within governance and risk expectations.
Qualifications:
Required:
• 3+ years of experience or equivalent expertise in product management or a relevant domain area.
• Demonstrated performance in either product management or relevant domain area.
• Experience executing operational management and change readiness activities.
• Experience in product deployment processes.
• Strong command of Agile delivery fundamentals and tools; especially Jira (and ideally Confluence/SharePoint).
Preferred:
• Developed knowledge of the product development life cycle.
• Exposure to Databricks, modern BI technologies (ThoughtSpot, Tableau, Sigma) and transformation technologies like Alteryx.
• Exposure to AI/ML product delivery or technology governance (even if not hands-on model building).
Company:
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. Founded in 2000, the company is headquartered in New York, USA, with a team of 10001+ employees. The company is currently Late Stage.