Partnership Manager
CFRA Research
Sales & Business Development
United States
USD 125k-150k / year
Posted on Jun 7, 2025
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.
- Department
- Management & Administration
- Employment Type
- Full Time
- Location
- United States
- Workplace type
- Fully remote
- Compensation
- $125,000 - $150,000 / year
- Reporting To
Key Responsibilities
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.
Skills, Knowledge and Expertise
- 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.
Benefits
- 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
About CFRA
CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA’s proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology.
On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.
With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis’ unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels.
On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.
With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis’ unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels.
The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.
Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.
Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.
Our Hiring Process
Stage 1:
Applied
Stage 2:
Review
Stage 3:
Prescreen
Stage 4:
Interview
https://www.cigna.com/legal/compliance/machine-readable-files *This link leads to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data.