Partnerships Manager (RIA)

NerdWallet, Inc.

Job Overview

Location

NerdWallet US

Job Type

Full-time

Full Job Description

📋 Description

• As a Partnerships Manager (RIA) at NerdWallet, you will play a critical role in scaling the Advisor Match marketplace by building, closing, and expanding partnerships with Registered Investment Advisors, directly contributing to the company’s mission of bringing clarity to financial decisions through strategic ownership and hands-on execution.
• You will own the full RIA partnership lifecycle—from identifying and engaging prospective partners through negotiation, onboarding, and ongoing relationship management—while being accountable for revenue and growth targets, ensuring sustainable marketplace expansion.
• Day to day, you will build and manage a high-quality pipeline of RIA partners using a multi-channel approach including direct outreach, referrals, conferences, and industry relationships, consistently generating qualified opportunities to fuel growth.
• You will develop and execute joint business plans with partners to expand engagement, increase partner investment, and drive long-term marketplace growth, aligning incentives for mutual success.
• You will build and maintain trusted relationships with senior stakeholders across partner organizations, serving as a strategic advisor to identify opportunities for deepening partnerships over time.
• You will design and refine scalable processes, pricing approaches, and partnership playbooks that improve onboarding efficiency and partner performance, creating repeatable systems for scale.
• You will partner cross-functionally with Product, Marketing, and Operations to test and optimize messaging, pricing, and go-to-market strategies based on performance data and partner feedback, ensuring marketplace relevance and competitiveness.
• You will bring market and partner insights into NerdWallet to inform product development, pricing strategy, and overall marketplace experience, acting as the voice of the advisor ecosystem internally.
• You will develop deep expertise in the RIA ecosystem and competitive landscape to strengthen NerdWallet’s positioning and targeting strategy, becoming a trusted internal advisor on wealth market dynamics.
• You will represent NerdWallet at industry events and conferences to build relationships, strengthen brand presence, and generate qualified pipeline, enhancing visibility and credibility in the financial advisory space.
• You will operate within a culture that empowers thoughtful risk-taking, inclusivity, and personal growth, where your development and well-being are invested in as part of NerdWallet’s belief that when one Nerd grows, we all do.

🎯 Requirements

• 10+ years of experience in business development, partnerships, enterprise sales, or a related role with a focus on driving revenue growth
• Demonstrated success managing complex, multi-stakeholder partnership or sales cycles from initial outreach through close and ongoing relationship management
• Proven track record of growing existing partner relationships by increasing engagement, revenue, or long-term value
• Familiarity with the RIA, wealth management, financial services, or fintech ecosystem; experience working directly with RIAs is strongly preferred
• Experience influencing go-to-market strategy, pricing, or partnership structure in collaboration with cross-functional teams
• Strong communication skills with the ability to engage and influence senior stakeholders and tailor messaging to different audiences
• Comfort using data and performance metrics to evaluate success, identify opportunities, and inform decision-making
• Ability to operate effectively in a fast-moving, evolving environment 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
• 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

Skills & Technologies

Remote

Degree Required

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NerdWallet, Inc.

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About NerdWallet, Inc.

NerdWallet, Inc. is a San Francisco–based personal finance company that operates an online platform offering comparison tools, editorial reviews, and educational content for credit cards, mortgages, loans, insurance, banking, and investing products. Founded in 2009, it generates revenue through lead generation and referral fees when users select financial products from partner institutions. The company serves U.S. consumers seeking independent guidance to optimize financial decisions and is publicly traded on the Nasdaq under the ticker NRDS.

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