Partnerships Team Analyst - Fintech
About the job
- At least 1–2 years of experience in partner success, client onboarding, account management, marketing, or product specialist roles.
- Experience collecting and analyzing data to inform decisions.
- Comfort using a modern, AI-first lightweight technology stack, including Claude, Google Workspace (Docs, Sheets, and Slides), HubSpot, Asana, and Canva.
- Ability to lead cross-functional initiatives with internal and external stakeholders.
- Serve as a partner contact for Silvur’s digital education and data platform across active credit union partners.
- Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders in collaboration with local Silver Insurance agents.
- Build repeatable enablement materials, playbooks, and resources that can be deployed efficiently across a large partner portfolio.
- Support 30+ credit union partners as a point of contact for product questions, support escalations, and program optimization.
- Build quarterly business reviews and provide materials for proactive check-ins to surface adoption gaps, celebrate wins, and align on goals.
- Help identify and act on opportunities to deepen product usage within existing accounts.
- Launch and support new partner onboarding end-to-end, from kickoff through full program deployment, with a structured, education-first approach.
- Coordinate project timelines, training delivery, and onboarding documentation across internal and partner teams.
- Build automations to support scaling partner deliverables using Claude and ChatGPT.
- Establish and monitor referral tracking, engagement metrics, and product utilization data across the portfolio.
- Surface insights and trends to internal teams and translate partner feedback into actionable product and process recommendations.
- Partner with operations, product, and marketing teams to improve member outcomes and influence the product roadmap.
- Startup experience; comfort with ambiguity and building processes where none exist.
About the company
Silvur partners with credit unions and financial institutions to deliver retirement planning tools and education to their members. Its platform integrates with an institution's services and offers retirement plan validation, personalized financial education, and event-driven tools (such as Social Security COLA) on a subscription basis. The company differentiates itself through its B2B focus, emphasis on personalized education, and collaboration with institutions to reach members directly. Silvur aims to reduce wealth transfer risk by helping people prepare for retirement and stay engaged in planning.
Company Size
11-50
Company Stage
Series A
Total Funding
$11.3M
Headquarters
Claymont, Delaware
Founded
2016
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Simplify's Take
What believers are saying
- On February 26, 2026, Silvur added five new credit union partners.
- SECU launched Silvur in Maryland on March 13, 2026, expanding distribution.
- St. Mary's Bank launched Silvur on February 17, 2026, validating product demand.
What critics are saying
- Silvur depends on credit-union renewals; failed conversions freeze revenue growth within 2026.
- Jack Henry can favor larger fintech partners, squeezing Silvur’s platform access.
- If retirement spending weakens, Silvur becomes a niche feature, not a standalone company.
What makes Silvur unique
- Silvur embeds retirement guidance inside Jack Henry’s Banno platform, reaching 8,000 institutions.
- Its CUSO model gives credit unions equity, aligning distribution and product adoption.
- Silvur targets retirement decisions age 50+, with Social Security, Medicare, and taxes content.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Paid Vacation
- Paid Holidays
- Flexible Work Hours