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

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

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)
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
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

Partnerships Lead

Key skills