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Confluence Financial Partners Jobs in Delaware (NOW HIRING)

JP Morgan Chase

Analytics Solutions Manager

Wilmington, DE · On-site

  • Medical

  • Retirement

Partners on software product development and tech build to create quality and scalable features ... Good understanding of P&L / Finance in general. Understanding of Credit Card Business will be added ...

J.P. Morgan

Analytics Solutions Manager

Wilmington, DE

  • Medical

  • Retirement

Partners on software product development and tech build to create quality and scalable features ... Good understanding of P&L / Finance in general. Understanding of Credit Card Business will be added ...

Kellton

*ORO Analyst II*

Wilmington, DE · On-site

Partner with technical and business leaders to mature reporting, review forums, and operational ... Comfort working with Jira or ServiceNow, Confluence, Datadog dashboards, and collaboration tools.

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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 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:

Confluence Financial Partners jobs near you
Infographic showing various Confluence Financial Partners job openings in Delaware as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution.

Senior Associate, Payment Experiences and Services

JPMorgan Chase & Co

Wilmington, DE

Full-time

Medical, Retirement

Re-posted 25 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

The Payment Experiences and Services team manages multiple products and services that enable seamless payment experiences for Chase customers. We are at the forefront of the payments modernization journey, building scalable, resilient, and innovative solutions that power the future of banking. 

As a Senior Associate Product Manager within the Payment Experiences & Services team, you will support the development and delivery of key platform services which are the central components of Chase's payments modernization journey. You will navigate complex data environments, partner with cross-functional teams, and drive the integration of PIM capabilities into strategic initiatives across the bank. You will have strong technical acumen, stakeholder management, and the ability to lead multiple development teams in a fast-paced, matrixed environment. 

Job responsibilities 

  • Lead the development and delivery of platform services within the Payment Experiences & Services team, enabling customer and servicing-facing experiences for payment management across Chase 
  • Navigate Chase's complex data environment to replicate and synchronize data across legacy and target state systems, ensuring data integrity and availability for customer experiences 
  • Partner closely with Banking Payment APGs to align platform development with APG modernization timelines and strategic priorities 
  • Advocate for new data replication solutions with Technology, championing innovative approaches to support evolving Banking Payment customer needs 
  • Manage development teams responsible for building and maintaining databases and services that power customer-facing payment experiences 
  • Drive integration of the platform capabilities into strategic initiatives across the bank, collaborating with product, technology, and business partners to deliver seamless solutions 
  • Oversee product backlog and roadmap, ensuring alignment with business objectives, stakeholder priorities, and modernization goals 
  • Facilitate effective sprint planning and resource utilization, partnering with engineering leads to ensure timely delivery of high-value features 
  • Build and manage key relationships with stakeholders across Product, Technology, Operations, Servicing, Legal, and Compliance 
  • Support production issue resolution and feedback loops, ensuring continuous improvement and client satisfaction

Required qualifications, capabilities, and skills 

  • 5+ years of experience in digital product management, financial services, technology, or project management 
  • Bachelor's degree required
  • Subject matter expertise in payments architecture, data replication, and digital platforms 
  • Experience navigating complex data environments, including legacy and modernized systems, and driving data replication solutions 
  • Strong stakeholder management and influencing skills, with the ability to partner across Product, Technology, and Business teams 
  • Strategic thinker and problem solver, capable of addressing both technical and functional challenges 
  • Proficient with MS Office tools, JIRA, and Confluence

Preferred qualifications, capabilities, and skills 

  • Experience with payments modernization initiatives and large-scale platform transformations 
  • Familiarity with customer-facing payment experiences and servicing platforms 
  • Advanced degree in business, technology, or related field

Applicants must be authorized to work for any employer in the US. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting. 

Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.

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