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Confluence Financial Partners Jobs in Rochester, NY

Senior Product Manager

Rochester, NY · On-site

$112K - $176K/yr

Work cross-functionally with internal and external stakeholder teams and partners to ensure ... Co-manage investment decision-making and finances for the product, serving as trusted advisor to ...

Confluence Financial Partners information

See Rochester, NY salary details

$31.1K

$70.7K

$113.5K

How much do confluence financial partners jobs pay per year?

As of Sep 2, 2026, the average yearly pay for confluence financial partners in Rochester, NY is $70,672.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $90,800.00 per year, depending on experience, location, and employer.

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 Rochester, NY?

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

What job categories do people searching Confluence Financial Partners jobs in Rochester, NY look for?

The top searched job categories for Confluence Financial Partners jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Confluence Financial Partners jobs?

Cities near Rochester, NY with the most Confluence Financial Partners job openings:

Infographic showing various Confluence Financial Partners job openings in Rochester, NY as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 84% In-person, and 16% Remote job distribution, with an average salary of $70,672 per year, or $34 per hour.

Senior Product Manager

Butler/Till, Inc.

Rochester, NY • On-site

$112K - $176K/yr

Full-time

PTO

Posted 27 days ago


Job description

Description
SUMMARY
Senior Product Managers advocate for our users and our business, driving the development strategy for a group of products. They use data, research, and empathy to guide multidisciplinary teams toward a common goal, balancing diverse perspectives and empowering our teams to do great work.
KEY OUTCOMES & RESPONSIBILITIES
Key Outcome: Aligning product development with business objectives, market demands, and customer expectations.
Key Responsibilities:
  • Define the strategy to achieve the vision for products, and set the milestones and roadmaps to achieve that strategy.
  • Collect insights to understand customer pain points and needs, and translate those insights into concrete requirements.
  • Relentlessly prioritize amongst competing urgencies and voices from stakeholders to ensure that engineering resources are allocated to the most important and strategic initiatives.
  • Work cross-functionally with internal and external stakeholder teams and partners to ensure successful product launches.
  • Monitor and report on the performance of the product and proactively iterate and improve it based on the data captured.

Key Outcome: Build new and enhance existing products and features for commercialization.
Key Responsibilities:
  • Lead product strategy, planning, and life cycle management effort.
  • Establish dynamic and transparent product roadmaps and release plans that support product strategy and achieve business outcome.
  • Set expectations with business stakeholders for delivery of new capabilities, features, and functionalities.
  • Clearly articulate the business case of a given initiative or feature for teams to understand and buy into the why.
  • Act as internal and external brand ambassador, representing the vision, strategy, and dynamic roadmap.
  • Monitor business, market, and technology trends to inform product strategy and proactively propose new solutions.
  • Define, track, and communicate relevant KPIs for the product to measure performance and contribution to business goal and strategy.
  • Co-manage investment decision-making and finances for the product, serving as trusted advisor to members of leadership.
  • Demonstrate agility by developing and reprioritizing work when unexpected needs or opportunities arise.

Key Outcome: Develop and nurture client stakeholder relationships and satisfaction
Key Responsibilities:
  • Develop deep understanding of business goals and processes to inform product priorities and improvement recommendations.
  • Act as client's indispensable expert, consultant and thought partner.
  • Develop and present thoughtful, strategic recommendations
  • Develop and deliver solutions that create business impact, leading to increased customer adoption, customer satisfaction and stakeholder net promoter scores
  • Develop strong relationships and regular communication with product stakeholders and customers to shape the product strategy and surface and prioritize needs
  • Continuously monitor and evaluate product performance and proactively champion product improvements

QUALIFICATIONS
REQUIRED
  • Bachelor's Degree in Business, Marketing, Computer Science, or Information Technology or equivalent experience.
  • 3+ years of relevant work experience in an Agile development environment with experience in a product analyst role preferred.
  • Strong problem solving and analytical skills.
  • Demonstrated ability to communicate complex technical information in a condensed manner to various stakeholders verbally and in writing.
  • Demonstrated facilitation and influencing skills to drive decision making among stakeholders with diverse perspectives and priorities.
  • Ability to understand complex business problems and identify and interpret business needs.

PREFERRED
  • Advanced knowledge of agency service offerings and software used to support those service offerings, inclusive of workflow across multiple applications
  • Product analyst certifications (e.g., Certified Scrum Product Owner, SAFe Product Owner Certification) a plus.
  • Advanced knowledge of agile development methodologies.
  • Knowledge of agile planning tools (e.g., JIRA, Confluence).

CORE COMPETENCIES
  • CUSTOMER FOCUS/CLIENT INTIMACY: seeking to understand client business challenges/needs and delivering continuous value to our clients
  • COLLABORATIVE: working with teams and across the organization with ease
  • OWNER AGILITY: able to continuously learn and quickly adapt to changing circumstance
  • RESULTS DRIVEN: accepts accountability to deliver business outcomes, even under changing circumstances. Delivers on commitments
  • DISCIPLINED: Thinks, plans, and prioritizes work on an ongoing basis, plans and aligns with key team members before acting

WORK ENVIORNMENT & PHYSICAL DEMANDS
The work environment and physical demands characteristics described here are representative of those an employee encounters while performing the essential functions of this job, typically in an office setting or in a home office. An employee in this role may be in a stationary position, often standing or sitting for prolonged periods and using office equipment and computers. The noise level in the office environment is usually moderate. (I.e., business office with computers and printers, light foot traffic, etc.). Reasonable accommodation may be requested to enable individuals to perform the essential functions.
COMMITMENT TO DIVERSITY, EQUITY, INCLUSION AND BELONGING
Our dedication to Diversity, Equity, Inclusion, and Belonging (DEIB) is a cornerstone of our culture. We believe that the diversity and inclusivity of our workforce are sources of strength. As you become part of our community, you'll discover that we are dedicated to creating a positive impact, not only for our clients but also for the communities where we live and work.
EEO DISCLAIMER
Butler/Till is an Equal Opportunity Employer to all employees and applicants and prohibits discrimination and harassment of any kind without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
COMPENSATION
Butler/Till is committed to providing pay transparency of our compensation philosophy and ensuring equitable pay practices for our employee owners. The compensation range for this position is $112,000 - 176,000 and represents the annual salary range in Rochester, NY. Base pay offered may vary depending on multiple individualized factors, including location, skills, and experience.
This is just one component of Butler/Till's total compensation package for employee owners. The total compensation package for this position may also include other elements, including ESOP (employee stock ownership plan), an annual bonus, in addition to a full benefits package, and paid time off benefits, including 100% paid parental leave. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.