Partnerships Lead
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Job Description
Partnerships Lead at NerdWallet managing RIA partner acquisition and marketplace growth through strategic partnerships and sales lifecycle management. Driving revenue targets and optimizing partner experiences.
Responsibilities:
- 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
Requirements:
- 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
Benefits:
- 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
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