Partnerships Lead

At NerdWallet, we are on a mission to bring clarity to all of life’s financial decisions, and every great mission requires a team of exceptional Nerds. We have built an inclusive, flexible culture where you are empowered to grow, take thoughtful risks, and be yourself. Whether remote or in office, we support how you thrive best and invest in your well-being, development, and ability to make meaningful impact because when one Nerd grows, we all do.

Through our Advisor Match marketplace, we connect consumers with trusted financial advisors. As we scale this vertical, we are advancing NerdWallet’s mission by making financial guidance more accessible. The Partnerships Lead will play an important role in scaling our Advisor Match marketplace by identifying and launching partnerships with Registered Investment Advisors. Reporting to the Head of Partnerships for RIA, this role will drive partner acquisition strategy and help shape the pricing, processes, and infrastructure that support sustainable marketplace growth and strengthen our position within the advisor ecosystem.

We are seeking a relationship-oriented leader with strong business judgment and a focus on execution. You build trust with a range of stakeholders, navigate negotiations thoughtfully, and manage multiple priorities with organization and clarity. You use data to inform decisions and adapt your approach to meet the needs of different audiences. Motivated by impact and growth, you collaborate closely with cross-functional partners to deliver a strong advisor experience and scale the marketplace responsibly and effectively.

Where you can make an impact:

• Drive marketplace growth by identifying, engaging, and launching new RIA partners, owning the full sales lifecycle from initial outreach through signed agreement and onboarding to meet quarterly revenue targets

• Contribute to quarterly revenue goals by developing and managing a strong, well-qualified pipeline aligned to strategic priorities

• Build and maintain targeted prospect lists and execute thoughtful, multi-channel outreach strategies across email, LinkedIn, referrals, and industry events

• Design and refine scalable sales processes, cadences, and playbooks that improve partner onboarding rates and reduce time to launch

• Develop deep expertise in the RIA ecosystem and competitive landscape to inform targeting, positioning, and long-term channel strategy

• Represent NerdWallet at relevant industry conferences and events to build meaningful relationships and generate qualified opportunities

• Partner cross-functionally to test and optimize messaging, pricing structures, and go-to-market approaches based on performance data and partner feedback

• Continuously assess evolving market needs and share insights that influence product development, pricing strategy, and overall marketplace experience

Your experience:

• 6+ of experience in business development, partnerships, sales, or a related growth-focused role

• Experience managing a full partnership or sales lifecycle, with demonstrated ability to build and convert a qualified pipeline against defined performance goals

• Familiarity with the RIA, wealth management, financial services, or fintech ecosystem

• Experience collaborating cross-functionally to influence pricing, go-to-market strategy, or partner experience

• Strong written and verbal communication skills, with the ability to tailor messaging to a range of audiences

• Comfort using data and performance metrics to inform strategy and decision-making

• Ability to manage multiple priorities independently while maintaining organization and follow-through

• Willingness to travel domestically up to 40% of the time to support partner development and industry engagement

• Bachelor’s degree or equivalent professional experience

Where:

• This role will be remote (based in the U.S.).

• We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.

What we offer:

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

• Industry-leading medical, dental, and vision health care plans for employees and their dependents

• Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown

• New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care

• Mental health support

• Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests

• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution

• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)

• Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)

Have Some Fun! (Nerds are fun, too)

• Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities

• Hackathons and team events across all teams and departments

• Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction 

• Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match

Plan for your future (And when you retire on your island, remember the little people)

• 401K with 4% company match

• Be the first to test and benefit from our new financial products and tools

• Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar

• Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here.

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.  

NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.

NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:

• E-Verify Participation Poster (English+Spanish/Español)

• Right to Work Poster (English) / (Spanish/Español) 

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