ZipRecruiter

Log In

1

Confluence Financial Partners Jobs in Ohio (NOW HIRING)

Global Payments, Inc.

Strategic Growth Partner

Cleveland, OH · On-site +1

$80K - $80K/yr

Facebook, Confluence). Being involved in the Client's (Rent Manager) User Group. Partnership ... Financial & Commercial Ownership * Own revenue growth targets for the partner account. * Support ...

Global Payments

Strategic Growth Partner

Cleveland, OH · On-site

$80K - $80K/yr

Facebook, Confluence). Being involved in the Client's (Rent Manager) User Group. Partnership ... Financial & Commercial Ownership * Own revenue growth targets for thepartneraccount. * Support ...

next page

Showing results 1-20

All JobsConfluence Financial Partners JobsConfluence Financial Partners Jobs in Ohio

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 Ohio?

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

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

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

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

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

Confluence Financial Partners jobs near you

Strategic Growth Partner

Cleveland, OH • On-site, Remote

Global Payments, Inc.
See more jobs at Global Payments, Inc.external

$80K - $80K/yr

Full-time

Posted 13 days ago

Job description

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.
Ready to take your career global?
Make your mark at one of the biggest names in payments. The Strategic Growth Partner serves as the embedded, day-to-day strategic advisor and operational leader for one of our most important enterprise partners. This role sits with the partner, acting as the bridge between their business objectives and our company's capabilities. The Strategic Growth Partner is accountable for driving growth, strengthening the relationship, identifying new opportunities, and ensuring flawless execution of all initiatives.
What you'll own
Strategic Leadership & Growth
  • Develop and execute a joint growth strategy that aligns Partner priorities with our solutions and long-term roadmap.
  • Identify new revenue opportunities across business units, product lines, and emerging needs.
  • Lead monthly business reviews with data-driven insights, performance metrics, and strategic recommendations. (Three onsite Leadership QBRs, and bi-monthly business performance reviews)
  • Monitor competitive and industry trends to proactively position new solutions. Participate in the Clients' feedback forums (e.g. Facebook, Confluence). Being involved in the Client's (Rent Manager) User Group.

Partnership & Relationship Management
  • Serve as the primary onsite liaison between the partner's leadership and internal teams.
  • Build trusted advisor relationships with executives, stakeholders, and operational leads.
  • Translate client needs into actionable plans for internal product, operations, and delivery teams.
  • Ensure exceptional client satisfaction through proactive communication and issue resolution.
  • Participate in Product Council meetings providing guidance on potential new product features and enhancements, driving design and being a "voice of the Client/Customer".

Operational Excellence
  • Oversee execution of all partner's initiatives to ensure timelines, KPIs, and quality standards are met. Bi-Weekly reporting/meeting on the progress of each initiative.
  • Coordinate cross-functional teams including product, analytics, engineering, and support.
  • Track and report performance metrics tied to growth, efficiency, and client outcomes. Holding the Client Success Management team accountable for sharing go-forward solutions.

Financial & Commercial Ownership
  • Own revenue growth targets for the partner account.
  • Support contract renewals and expansions through data-backed business cases.
  • Forecast revenue and pipeline in partnership with sales and finance teams

What you'll bring
  • 7+ years in strategic account management or business consulting with enterprise clients.
  • Strong executive communication skills with the ability to influence senior stakeholders.
  • Experience driving growth within large, complex organizations.
  • Ability to analyze data and translate insights into strategy.
  • Proven success in cross-functional leadership.
  • Comfort working onsite in a fast-paced client environment.

It's a bonus if you have
Success Metrics
  • Revenue growth and account expansion
  • Client satisfaction and relationship strength
  • Adoption of new solutions and initiatives
  • Operational performance against KPIs
  • Retention and renewal outcomes

About the team
Our inclusive and global teams win together every day. We're proud to have the best minds in the industry, who you can learn from as you grow your career. The people, the energy, the connections - it's unmatched. Come and be part of an ever-evolving company and get dynamic opportunities that go beyond borders.
What makes a Globalpayer?
Globalpayers think like a client, act like an owner and win as one team. We're curious and innovative - always finding better ways to deliver impact. We empower each other to make decisions, and it's our passion that drives excellence in everything we set out to do.
Does this sound like you? Then you sound like a Globalpayer. Apply now to take your career global.
https://jobs.globalpayments.com/en/why-global-payments/benefits/
Applicant must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; We will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Diversity and EEO Statements
Global Payments is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.
linkedin.com/in/shonali-r-66744622 -SB
Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact jobs@globalpayments.com.

Apply