Business Development Manager - Investment Advisor Match Marketplace

NerdWallet is seeking a driven Business Development Manager to support our Advisor Match marketplace. This individual will have the unique opportunity to develop a key function of the business, generating growth while strengthening NerdWallet’s positioning and value proposition among financial advisors.

Reporting into the General Manager for RIA, this job exists to manage Nerdwallet Advisor Match’s growing roster of partners - and help that roster grow faster. This role will own the day-to-day management of Nerdwallet Advisor Match partners and become a trusted, consultative resource to our partners. They will be responsible for executing NerdWallet’s strategy and propelling partners growth using both quantitative and qualitative insights to identify and pitch existing partners on opportunities to drive revenue growth for Advisor Match. They will also prospect for and launch new partners to scale the NerdWallet Advisor Match marketplace - leading the decision making process on the infrastructure (pricing, process, etc.) necessary to increase the velocity in which partners join the marketplace.

You are someone that is goal-oriented and highly productive. Organization is your middle name, and you can pivot and prioritize evolving goals while coordinating with various internal stakeholders. You love a good challenge and maintain poise under pressure. You think of yourself as a self-starter possessing strong business acumen and a desire to understand the drivers of the business while also proactively identifying opportunities to drive incremental value and grow the business. You are analytical and know how to turn data into insights and actions and tailor it to any audience. You are collaborative and will enjoy working with other areas of the business to create the best experience for our partners. 

• Cultivate and grow NerdWallet Advisor Match’s relationships with existing partnerships to meet revenue and performance targets.

• Identify and pitch existing partners on creative growth opportunities to increase partnership value on both sides, ultimately driving increased volume and revenue.

• Prospect and launch new partners to help scale our marketplace, and oversee the changes necessary to help us do so faster.

• Serve as the liaison between Nerdwallet Advisor Match’s marketing, product, legal, and compliance teams and our partners by relaying feedback from partners to drive improvements to our process.

• Lead monthly performance reviews with partners to understand and communicate key performance drivers within each funnel.

• 6+ years of experience in partner management or partner marketing at a similar-sized company, or a relevant start-up

• Bachelor’s degree required

• Excellent written and oral communication and presentation skills

• Experience translating data insights into an actionable narrative

• Experience working cross-functionally with product and engineering teams

• Willing to travel up to 20% of the time

• 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.

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 – Vacation Time Off + 11 holidays + 4 Mental Health Days Off

• 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 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 

• Work from home equipment stipend and co-working space subsidy

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 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) 

#LI-DNP

#LI-4