Partnership Associate

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Overview

The role of Partnership Associate at CFRA is designed to provide essential support to a network of distribution partners primarily within the financial services sector. This entry-level position offers a deep dive into partnership management and the opportunity to play a vital role in enhancing client relationships and ensuring seamless content distribution.

Key Responsibilities

The successful candidate will engage in a variety of responsibilities aimed at maintaining and developing relationships with various stakeholders in the financial services industry. Key responsibilities include:

  1. System Setup and User Access Management: You will be tasked with ensuring that existing partners have accurate setups and appropriate user access management. This requires maintaining comprehensive records of client access through each partner and communicating any updates regarding access rights, additions, or removals.

  2. Collaboration with Teams: A significant part of this role is to work closely with the entitlements team to facilitate timely approval of access requests and resolve any issues that may arise. Additionally, liaising with sales and account management teams will be necessary to communicate updates such as product changes, migrations, and updates in formats like EPS estimates and technical research reports.

  3. Product Delivery Mechanisms: You will coordinate with internal teams to establish effective product delivery mechanisms and seek additional collaboration opportunities, including integration with Snowflake.

  4. Vendor Relationships: Supporting existing vendor relationships will require you to handle query resolutions and renewal negotiations, while also identifying upsell or cross-sell prospects.

  5. Contractual Compliance: You will assist with managing contractual renewals and compliance monitoring, guaranteeing that all processes adhere to established agreements.

  6. Onboarding Processes: Assisting with onboarding new partners will play a crucial role in ensuring smooth integration and adherence to contractual obligations. Additionally, maintaining secure access credentials and conducting product demos are part of the onboarding processes.

Required Skills, Knowledge, and Expertise

To be a strong candidate for the Partnership Associate position, you should have the following:

  • Bachelor's Degree in a related field.
  • A minimum of 2 years of relevant experience in partner management, business development, or similar roles, specifically within the financial services or content distribution industry.
  • Strong communication and interpersonal skills to effectively engage with multiple stakeholders.
  • Technical proficiency in content delivery platforms, APIs, and data integration is a significant asset.
  • Proven ability to manage multiple stakeholder relationships effectively in a fast-paced environment.
  • Excellent organizational skills and acute attention to detail are crucial in this position.

Benefits

CFRA offers a comprehensive benefits package to support employee well-being and work-life balance. Key benefits include:

  • 20 days of vacation per year.
  • 8 sick days to use as needed.
  • 1 paid volunteer day for community service.
  • 10-11 holidays throughout the year.
  • Health, dental, and vision insurance to maintain your overall health.
  • Company-paid life and disability insurance for financial security.
  • Competitive pay commensurate with experience.
  • An annual performance bonus rewarding hard work and success.

Conclusion

The Partnership Associate role at CFRA provides an exciting opportunity for individuals interested in growing their careers in partnership management within the financial services sector. With a focus on relationship management and a supportive workplace environment, this position is designed for those who are eager to learn, grow, and contribute to the company's success. In addition, CFRA is an inclusive employer, ensuring that all qualified applicants receive equal consideration for employment regardless of personal background or status.



This job offer was originally published on himalayas.app

CFRA

United States

Operations

Full-time

December 15, 2025

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