Partnership Manager

CFRAUnited StatesRemote, Onsite

CFRA is seeking an accomplished and strategic Partnership Manager to oversee and cultivate our network of distribution partners within the financial services sector. The successful candidate will be responsible for managing relationships with service facilitators, resellers, data vendors, platform providers, and other strategic partners to ensure seamless content distribution, compliance, and collaborative growth.

1. Management of Service Facilitation Partnerships

Ensure accurate system setup and user access management for existing partners.
Maintain comprehensive records of client access via each partner; communicate updates regarding access rights, additions, or removals.
Collaborate with the entitlements team to facilitate timely approval of access requests and address any issues promptly.
Liaise with sales and account management teams to communicate product changes, migrations, and format updates (e.g., EPS estimates, technical research, reports).
Conduct assessments of new service facilitators, including negotiations of contracts and NDAs, and onboarding processes.
Coordinate with internal teams to establish product delivery mechanisms and explore additional collaboration opportunities, such as integration with Snowflake.

2. Management of Reseller Partners

After-Market Research vendors: Monitor readership and performance metrics, ensure appropriate firm classification, and identify cross/upselling opportunities for additional research sets.
For Non-AMRs: Oversee contractual renewals, pricing negotiations, and compliance monitoring. Maintain detailed records of client information, renewal timelines, and potential expansion opportunities.
Lead onboarding processes for new reseller partners, ensuring smooth integration and adherence to contractual obligations.
Establish new relationships with reseller partners that will support CFRA’s revenues in non-core markets.

3. Management of Data and Platform Vendors

Support existing vendor relationships through query resolution, renewal negotiations, and identification of upsell or cross-sell opportunities.
Oversee contract renegotiations and ensure contractual terms align with strategic objectives.
Maintain secure access credentials and host product demos to verify contractual compliance.
Evaluate potential new platform partners, conducting suitability assessments, negotiating terms, and managing onboarding activities including technical integration (API, feeds, iframe).
Establish reporting frameworks, coordinate sales education, and support go-to-market strategies.

4. Management of Additional Partner Relationships

Coordinate with marketing channels such as AWS, Snowflake, Eagle Alpha, and WealthManagement.com to expand CFRA’s distribution reach.
Engage with industry associations and other strategic partners to identify opportunities for collaboration and mutual growth.

Bachelors Degree in a related field.
3-5 years of related experience.
Demonstrated experience in partner management, business development, or equivalent within the financial services or content distribution industry.
Strong negotiation, communication, and interpersonal skills.
Technical proficiency in content delivery platforms, APIs, and data integration is preferred.
Proven ability to manage multiple stakeholder relationships effectively in a fast-paced environment.
Excellent organizational skills and attention to detail.

20 days of Vacation
8 Sick Days
1 paid volunteer day
10-11 Holidays a year
Health, Dental, & Vision Insurance
Company paid Life & Disability Insurance
Competitive Pay
Annual Performance Bonus
401K Match

Life at CFRA

Thrive Here & What We Value1. Hybrid/Remote Flexibility | 2. Strong Preference for Candidates in the Washington, DC Area | 3. Competitive Pay | 4. Annual Performance Bonus | 5. 401K Match | 6. Health, Dental, & Vision Insurance | 7. Company paid Life & Disability Insurance</s> | 1. Health, Dental, & Vision Insurance | 2. Company paid Life & Disability Insurance | 5. 401K Match</s> | Pension | Sick Days | PTO | Holiday Pay | 1. Competitive pay | 2. Annual performance bonus | 3. 401K match | 4. Health, dental, and vision insurance | 5. Company paid life & disability insurance</s> | 1. Act with the highest integrity and professionalism in all their endeavors | 2. Partner with others to reach common goals | 3. Have creative and entrepreneurial mindset; are interested in helping to build a business and to be compensated according to performance | 4. Demonstrated ability and initiative to handle increasing responsibility over time</s> | 1. HighEnergy and Results-Oriented Team Environment | 2. Valuable Network by Working with the Front Office at the Most Prestigious Hedge Funds and Asset Managers Across Europe | 3. Onboarding and Training Efforts for BDRs | 4. Opportunity to Become Future Salespeople | 5. Company Paid Life & Disability Insurance, Competitive Pay, Performance Bonus, Pension</s> | 3. Promoting Internally and Looking for Candidates that Show a Desire and Ability to Grow into a Role as an Analyst (Vice President) | 4. 20 Days of Vacation | 5. 8 Sick Days | 6. 1 Paid Volunteer Day | 7. 1011 Holidays a Year | 8. Health, Dental, & Vision Insurance | 9. Company Paid Life & Disability Insurance | 10. Competitive Pay | 11. Annual Performance Bonus | 12. 401K Match</s> | 3. Health, dental, & vision insurance | 4. Company paid life & disability insurance | 5. 20 days of vacation | 6. 8 sick days | 8. Paid volunteer day</s> | 21 days of Annual Vacation | 6 casual days | Medical, Accidental & Term Life Insurance | Telehealth, OPD</s> | 1. Independent, entrepreneurial company with a 30year track record | 2. Open to considering candidates based in the U.S. or Europe | 3. Maintains workspace in Washington, DC and London, England | 4. Competitive pay and annual performance bonus | 5. Health, dental, & vision insurance | 6. Company paid life & disability insurance</s> | 1. Independent Entrepreneurial Company | 2. 30year track record. | 3. Global Leader in Forensic Accounting Research, Analytics and Advisory Services. | 4. Mission to uncover red flags based on poor quality of reported financial results, weak operational metrics or corporate governance problems. | 5. Open to considering candidates based in the U.S. Or U.K. | 6. Remote Role with workspace in Washington DC and London England.</s> | Health, & Term Insurance | Dental Benefit | 1. Independent Entrepreneurial Company with a 30Year Track Record | 2. Global Leader in Forensic Accounting Research, Analytics, and Advisory Services | 3. Mission to Uncover Red Flags Based on Poor Quality of Reported Financial Results, Weak Operational Metrics, or Corporate Governance Problems to Help Clients Make Sound Investment and Risk Management Decisions.</s> | CFRA values collaboration, innovation, and growth. They prioritize building strong relationships with their partners and clients to ensure seamless content distribution and compliance. CFRA also emphasizes the importance of worklife balance and offers a variety of benefits such as vacation days, sick days, paid volunteer days, and holidays.</s>

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