Description

Strategic Broker-Partner Manager

The Strategic Broker Partner Manager at Evaluate is a high-impact, dual-sided role that sits at the intersection of business development, financial technology, and institutional research. You will serve as the primary commercial architect for our broker-dealer ecosystem, responsible for both hunting and onboarding new research partners and managing the sophisticated operational lifecycle of existing ones. This is a bilateral relationship model where you will negotiate partnership constructs, similar to those found at major FinTech providers, ensuring that global and regional brokers both consume Evaluate’s life sciences data to power their analysis and distribute their research back through our network. Beyond building broker partnerships, you will own the end-to-end operational rigour of your book, managing agreement updates, change orders, and entitlement workflows to ensure Evaluate remains a mission-critical component of the infrastructure.

Responsibilities:

Partnership Acquisition & "Bilateral" Deal Making

• New Network Growth: Prospect for and onboard new research sources and institutional partners. You will pitch the Evaluate value proposition to Heads of Research and COOs
• Innovative Partner Constructs: Architect and negotiate complex, bilateral agreements that go beyond simple licensing, incorporating data-sharing, joint distribution, and integrated workflow models.
• Commercial Negotiation: Lead negotiations for new contracts and renewals, ensuring favorable commercial terms that reflect the reciprocal value of the partnership.

Operational Management & Governance

• Lifecycle Maintenance: Manage the ongoing operational health of the partnership, including executing Agreement Updates, Change Orders, and amendments as the scope of data or distribution evolve.
• Onboarding & Entitlements: Coordinate with internal Product to ensure smooth onboarding and entitlement requirements.
• Usage & Maintenance Analysis: Monitor and report on research usage signals. Provide quarterly reporting on partner visibility and manage any applicable royalty or revenue-share calculations.

Relationship & Account Ownership

• Commercial Stewardship: Act as the primary commercial owner for a book of global and regional sell-side firms. Own the forecasting, strategy, and successful renewal of every partnership.
• Adoption & Strategy: Act as a strategic advisor to analyst teams at partner firms, driving deep adoption of Evaluate tools to ensure they realize measurable productivity gains.
• Risk Mitigation: Proactively identify relationship friction or usage drops, executing mitigation plans to protect long-term partnership value.

Requirements:

• FinTech & Financial Services Experience: You come from a background in partnership deals at firms, or a high-growth FinTech. You understand the "plumbing" of how brokers operate, how research is distributed, and how data flows through the street.
• The "Bilateral" Mindset: You understand that a partnership is a two-way street. You are skilled at balancing the needs of Evaluate’s content network with the commercial goals of the broker-dealers.
• Operational Rigour: You are comfortable tracking change orders, managing contract versions, and ensuring CRM hygiene
• Credible Communicator: You have the executive presence to negotiate with a Research COO or Head of Distribution while remaining technical enough to discuss API integrations or metadata with a product team.

Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.

Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we’re just as excited about you.

All legitimate roles with Norstella will be posted on Norstella’s job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address: ApplicationHelp@norstella.com