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Confluence Financial Partners Jobs in Delaware (NOW HIRING)

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 ...

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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 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 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 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:

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.

Analytics Solutions Manager

JP Morgan Chase

Wilmington, DE • On-site

Full-time

Medical, Retirement

Re-posted 20 days ago


JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks


Job description

As a Data & Analytics Solutions- Vice President within the Finance Data and Insight (FDI) product group, you execute on Data and Analytical Solution related Product development strategy and outcomes for Marketing Finance Area Product.

Job Responsibilities
Executes on Data and Analytical Solution related Product development strategy and outcomes for product, complexity/dependency, risk/compliance and internal/external customer experience impact  
Plan and executes Product delivery roadmaps aligned to overall Product vision using careful analysis of customer needs, competitive intelligence, data/analytics, firm's capabilities and financials 
Coordinate with Business stakeholders to analyze business requirement and build the backlog for Tech for development.
Facilitate collaboration with cross-functional product and area product leads. Engages and leverages key product group partners (Design, Data Owner, Tech Architect, Engineering, Data/Analytics etc.) early enough and often in the area product development strategy and provides access to customers to deliver value.
Partners on software product development and tech build to create quality and scalable features/solutions including contributing to team through the writing of user stories 
Executes area product workflow through JIRA. Prioritizes and sequences backlog considering audit/controls, data landscape, data center migration, resiliency, etc., coordination of release dates and is responsible for area backlog and health as part of overall product. 
Understanding of underlying technology that drives product. This includes ownership for tech assets needed for product development (full view expectation to help drive end-to-end ownership and the assumption of the tech debt that builds up over time based on decision making) 
Lead & develop AI / ML and Agentic Solution delivery
Mange stakeholder expectation, roadmap planning, priority setting, Management reporting.
Design and implement comprehensive and efficient data product / data mart / Analytical solution that consolidate key data categories from various source systems, tailored to the needs of the  Marketing Finance & Business Management functions. 

Required qualifications, capabilities and skills
7+ years of broad Product Management,  Data Product Management and  Analytics Solutions
Bachelor's Degree in Computer Science, Information Systems, Finance MIS, or related field
Experience in managing complex Product leveraging complex data and models in a fast-paced, dynamic environment.
Ability to set and manage accountabilities and expectations at all levels - team members, peers, business partners and senior management 
Strong track record of leading dynamic team, delivering challenging initiatives using expert-level program/product/function management skillset 
Proven leadership and influencing skills and ability to collaborate across a highly matrix organization 
Experience in designing and implementing scalable and efficient data mart architectures, including star schema, snowflake schema, and other data modeling techniques.
Exposure to statistical techniques such as regression, hypothesis testing, time series analysis, and clustering to analyze business data and uncover insights.
Good understanding of P&L / Finance in general. Understanding of Credit Card Business will be added advantage.

Preferred Qualifications
Demonstrated Senior leadership in terms of attitude, initiative and inclusivity 
Product Management Experience
Experience with Python, Databricks, Snowflake, or other Cloud Data Warehouse,  Data Engineering, Data Modeling, ERWIN
Agile backlog management tools (JIRA, Confluence)
Added advantage to have ThoughtSpot, Tableau, Alteryx, or Essbase experience
 

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.

The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.

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