NerdWallet

Operations

• Own all aspects of daily office operation — ensure cleanliness, readiness, and professional presentation of all workspaces.
• Greet and host guests; manage visitor logistics, sign-ins, and meeting room readiness.
• Maintain office supplies, food and beverage inventory, and other items that support day-to-day needs.
• Partner with onsite leadership, IT, Recruiting, and HR teams for onsite tasks.
• Assist with any setup for internal meetings, visiting teams, investor visits, and board meetings.
• Liaise with building management for maintenance and access issues.
• Support your in-office colleagues with ongoing tasks and projects.
• Oversee a team member operating the Phoenix office.
• Handle mail and courier services — collect, sort, and distribute deliveries promptly.

Workplace Operations Lead

Business Development Rep

• Grow and strengthen high-impact partnerships by cultivating deep, trust-based relationships with existing insurance clients to achieve revenue and performance goals.
• Drive revenue growth by identifying, socializing, and executing short- and long-term opportunities through pricing wins, UX improvements, marketplace optimization, and new monetization models.
• Shape the partnership strategy by contributing to a sustainable and differentiated value proposition across assigned verticals.
• Champion new business initiatives and collaborate with cross-functional teams to evaluate vertical-specific trends, develop business cases, and operationalize strategic ideas.
• Elevate partner operations by defining and implementing standards and processes that improve efficiency, predictability, and effectiveness.
• Foster a collaborative, solutions-oriented environment that inspires both internal partners and external stakeholders.

Business Development Lead – Insurance

Support Engineer

• Help provide account and technical support to NerdWallet’s membership base
• Assist members in successfully utilizing tools and features
• Respond to member requests across multiple platforms
• Maintain feedback loops with cross-functional teams
• Collaborate with the User Operations team to identify and address escalated member issues
• Cultivate product expertise through proactive consumption of new documentation
• Track, analyze, and report data according to established parameters
• Use data-driven insights to improve user support processes
• Maintain reciprocal feedback with internal teams for continuous improvement
• Assist with miscellaneous project-based tasks

Technical Support Specialist – Contract

• The Insurance Operations Specialist is the backbone of our agency’s day-to-day success—keeping operations running smoothly while supporting growth across teams.
• You’ll manage early-stage customer service needs, assist with policy servicing, field inbound calls, and optimize workflows to boost efficiency.
• This role bridges sales, service, and operations—ensuring compliance, accuracy, and an exceptional customer experience every step of the way.
• As our agency continues to scale, you’ll play a pivotal role in designing and refining processes that strengthen our operational foundation and enable long-term success.
• You’ll support post-sale relationships, process policy changes, maintain carrier operations, and ensure our systems and data stay sharp.
• By keeping information organized, supporting agents with licensing and systems access, and proactively resolving customer needs, you’ll be key to sustaining our efficiency, compliance, and client retention.
• This role reports to the General Manager, Katie Rickert.
• Process & Workflow Management: Drive operational excellence by ensuring accurate policy processing, renewals, and claims handling—all while enhancing efficiency and client satisfaction.
• Data & Reporting: Keep our numbers (and our strategy) sharp. Maintain detailed client records, build reports, and track performance metrics to uncover insights and opportunities for improvement.
• Compliance & Quality Control: Champion compliance by upholding regulatory and internal standards, minimizing risk, and ensuring every policy and process meets quality expectations.
• Systems & Technology Support: Be our go-to for system fluency—managing agency tools, troubleshooting issues, and helping the team leverage technology to stay efficient and connected.
• Cross-Department Collaboration: Partner with agents, underwriters, and service teams to streamline communication, resolve issues quickly, and keep operations running like clockwork.

Insurance Agency Operations Specialist

Growth Marketing

• Provide data and analytical support to the Business Development team, delivering insights that guide strategic decisions and partnership initiatives
• Develop and communicate growth strategies that strengthen NerdWallet’s relationships with existing and prospective partners
• Conduct opportunity sizing, business case development, and performance analysis to drive short- and long-term revenue growth
• Partner with internal stakeholders (Marketing, Product, Finance, Analytics, & GMs) to design and execute initiatives that improve efficiency and effectiveness
• Define and implement measurement frameworks and reporting standards to track performance and identify optimization opportunities
• Provide strategic recommendations that balance partner needs, NerdWallet objectives, and overall market dynamics

Manager, Growth Insights and Analytics

Product Manager

• Own the Personal Loans Strategy: Lead the end-to-end vision and roadmap for the Personal Loans vertical, partnering with data, design, engineering, and marketing to drive growth across organic and paid funnels.
• Accelerate Growth: Build on the vertical’s momentum by launching and optimizing experiences that improve customer outcomes and scale the business.
• Collaborate on Paid Marketing: Partner with the Performance Marketing team to design, test, and refine paid channel experiences—balancing efficiency with a seamless user journey.
• Leverage Market Insights: Conduct market analysis and user research to uncover opportunities, inform strategy, and guide product decisions.
• Champion Customer-Centric Innovation: Deeply understand consumer behaviors and needs to deliver personalized, high-impact product experiences.
• Drive Execution: Partner cross-functionally to deliver new features and product enhancements on time and with measurable impact.
• Optimize Performance: Use data, A/B testing, and experimentation to improve engagement, conversion, and retention.
• Advocate for the Customer: Keep user needs and outcomes at the heart of every decision.
• Mentor and Collaborate: Support junior PMs, fostering growth, inclusion, and shared success.

Senior Product Manager – Personal Loans

Manager

• Lead, coach, and develop a team of business analysts to deliver high-quality, actionable insights.
• Partner with cross-functional leaders to identify key business questions and translate them into analytical strategies.
• Define and interpret core KPIs that measure success across customer acquisition, retention, engagement, and financial performance.
• Build and scale dashboards, reporting tools, and frameworks that help teams make faster, smarter decisions.
• Analyze marketing and business performance across channels (paid, organic, email, affiliates, etc.) to optimize ROI and inform resource allocation.
• Leverage data to understand the product and business ecosystem, quantify new opportunities, identify upcoming challenges, and shape product development.
• You will help develop a strategy and support leadership in prioritizing what to build and setting goals for execution.
• You will guide product teams using data and insights. You will focus on developing hypotheses and employ a varied toolkit of rigorous analytical approaches, different methodologies, frameworks, and technical approaches to test them
• Not just present data, not tell data-driven stories. Present insights and recommendations to convince and influence senior leadership with clarity and confidence.
• Partner with Data Engineering to leverage infrastructure and data pipelines for scalable, repeatable analysis.
• Stay current with evolving analytics tools, methodologies, and best practices to continually raise the bar for the team and function.

Senior Manager, Business Analytics

Engineering Manager

• Lead and mentor a high-performing team of 12+ software engineers, fostering a culture of ownership, technical excellence, and collaboration.
• Partner with Product and Senior Leadership, to develop a business strategy and long-term roadmap for an entire platform and product portfolio, balancing stability, maintenance, and strategic innovation.
• Oversee the design, development, testing, and deployment of complex, high-volume, and reliable systems that meet rigorous quality standards.
• Maintain and improve operational excellence (monitoring, SLAs, post-mortems, etc.)
• Manage engineers career paths and performance through setting objectives, regular feedback, and technical mentorship, sharing best practices.
• Establish a robust, data-centric strategy for identifying, quantifying, and eliminating yield/efficiency detractors within the product's operational flows.
• Partner closely with Product Management to implement the necessary data infrastructure, pipelines, and tooling to capture granular operational metrics that directly inform yield.
• Drive the execution of engineering projects specifically aimed at increasing business yield (e.g., optimizing resource allocation, reducing transaction failure rates, improving throughput, lowering latency/cost) based on newly derived data insights.
• Translate complex business goals related to yield and efficiency into clear, executable technical requirements and engineering deliverables.
• Champion best practices in engineering, including code review, performance tuning, system reliability, and disaster recovery.

Senior Manager, Software Engineering – SMB

Recruitment

• Work collaboratively with recruiters, hiring managers, and candidates to coordinate and schedule Interviews
• Own projects and proactively identify opportunities to improve existing processes and/or implement new ones
• Maintain data integrity of applicant tracking system for reporting and leverage this data for insights and analysis

Talent Acquisition Coordinator – Contract

Data Engineer

• Lead the design, development, and maintenance of business-critical data assets, ensuring they are accurate, reliable, and aligned with evolving business priorities
• Drive technical innovation and process excellence, evaluating emerging technologies and implementing scalable, efficient solutions that improve data pipeline performance and reliability
• Tackle complex technical challenges - balancing scalability, security, and performance - while providing clear rationale for architectural decisions and aligning outcomes across teams
• Ensure data pipeline reliability and observability, proactively identifying and resolving issues, investigating anomalies, and improving monitoring to safeguard data integrity
• Build trust and alignment across cross-functional teams through transparent communication, collaborative problem-solving, and a deep understanding of partner needs
• Bring clarity and direction to ambiguity, taking ownership of initiatives that span multiple domains or teams, and providing technical leadership to ensure successful delivery
• Prioritize work strategically, balancing business impact, risk, and execution to drive measurable outcomes that support organizational goals
• Act as a trusted technical advisor and thought leader, shaping the team’s long-term architecture and influencing best practices
• Foster a culture of technical excellence and continuous learning, mentoring engineers and championing modern data engineering practices, including AI and automation-enabled solutions

Staff Data Engineer

Frontend Engineer

• Write and optimize code for high-performance financial applications.
• Ensure compliance with security standards (e.g., PCI-DSS, SOC 2).
• Design scalable, fault-tolerant data systems.
• Implement secure APIs and data storage for sensitive data.
• Ensure compliance with all SEC RIA rules and regulations.
• Implement logging, auditing, and risk mitigation strategies.
• Mentor engineers and enforce best coding practices.
• Work with product, risk, and compliance teams on secure solutions.
• Build robust systems to ensure accurate, timely, and compliant delivery of investor leads to RIAs.
• Design infrastructure and workflows that scale with advisor demand while maintaining data integrity and availability.
• Explore new technologies to enhance investor-advisor matching, such as personalization engines and intelligent routing.
• Stay ahead of evolving fintech and wealth management platforms to integrate relevant solutions into the RIA ecosystem.

Senior Full-Stack Engineer, Front-end

• Shape the future of NerdWallet’s highest-traffic organic pages by improving performance, SEO, and user engagement.
• Partner with product, SEO, and data teams to run experiments, measure impact, and iterate quickly.
• Take input from and partner directly with engineering leadership to drive technical initiatives to enhance performance, observability, scalability, security and developer experience.
• Contribute to platform stability and resilience through effective monitoring, troubleshooting, and incident management.
• Ensure high standards of technical excellence, maintaining a high-quality codebase and modernizing our stack.
• Mentor and provide technical guidance to engineering team members, promoting best practices in coding, testing, and architecture.
• Conduct code reviews to ensure code quality, performance, and adherence to standards, fostering a culture of continuous improvement within the engineering team.
• Stay up-to-date with the latest trends and technologies in the tech and finance industries through a practice of continuous learning and self-improvement.

Staff Full-Stack Engineer, Front-end, SEO Engineering

Content Manager

• Review and analyze student loan lenders using NerdWallet’s rubric, transforming complex data into clear, digestible content.
• Research, report, and write well-sourced articles and guides that position NerdWallet as the go-to destination for student loan insights.
• Use analytics to evaluate student loan content, making improvements that increase reach, engagement, and impact.
• Maintain and optimize existing student loan pages so readers always have access to the most accurate and relevant information.
• Collaborate with cross-functional partners — from spokespeople to newsletters and app content teams — to ensure borrowers understand how policy and market shifts affect them.
• Apply SEO best practices so content is easy to discover.
• Track, measure and report on performance, using insights to refine strategy.
• Serve as a subject-matter expert, ensuring student loan messaging across NerdWallet is consistent, accurate, and consumer-focused.

Lead Student Loans Writer, Content Strategist II

Content Writer

• Collaborate with PR, spokespeople, and Content teams to develop study and survey topics, while breaking down complex financial data and identifying emerging trends.
• Draft survey questions in partnership with cross-functional teams.
• Analyze survey data tables and extract meaningful insights for internal and external audiences.
• Manage study projects, creating timelines, coordinating deliverables, and aligning stakeholders.
• Write consumer-facing studies, syndication stories, and entries for the NerdWallet Data Hub.
• Review external materials featuring NerdWallet data to ensure precision and accuracy.
• Conduct peer reviews and provide quality control for team analyses.
• Monitor survey data usage across Content for accuracy and consistency.
• Enhance studies and reports by combining AI-driven insights with survey and market data.
• Pitch creative, data-driven story ideas using unique and defensible methodologies.
• Maintain and update the NerdWallet Data Hub as a go-to resource for impactful insights.

Data Studies Writer

Account Executive

• Re-engage aged leads and past clients with professionalism, empathy, and energy.
• Take a customer service–driven approach to sales—listening first, recommending second.
• Educate small business owners on lending solutions and guide them through the next steps.
• Ask the right questions to uncover needs—even if it means going beyond the script.
• Maintain a healthy, active pipeline while hitting and exceeding KPI goals.
• Collaborate with team members and leadership to share wins, strategies, and insights.

Account Executive, Re-Engagement

Video Editor

• Produce informational and educational video content that makes complex financial topics clear and engaging
• Edit and package long-form YouTube videos end-to-end
• Create short-form social video adaptations
• Design infographics, explainers, and motion elements to support storytelling
• Develop and execute creative video ideas that simplify complex concepts
• Contribute to brainstorms and cross-functional projects with brand, design, and marketing partners

• Produce and edit long-form YouTube videos end-to-end, focusing on informational and educational content
• Create short-form social video adaptations and other marketing assets
• Develop and execute creative video ideas that simplify complex financial topics
• Design infographics, explainers, and motion elements to support educational storytelling
• Incorporate 2D animation and motion graphics to elevate storytelling
• Adapt existing templates and create new visuals using MOGRTs
• Contribute to brainstorms, creative discussions, and cross-functional projects with brand, design, and marketing partners
• Balance creativity with efficiency in a fast-paced production environment

Paralegal

• Support subsidiary governance, corporate filings, securities compliance, regulatory documentation, and strategic transactions
• Draft and maintain governance materials: board and committee resolutions, consents, agendas, organization charts, and minutes
• Prepare board and committee meeting materials; coordinate governance calendars and filing deadlines
• Coordinate annual shareholder meeting and proxy process; prepare D&O questionnaires, board evaluations, draft resolutions, and logistics
• Manage development and submission of proxy statement and related SEC filings; compile officer/director bios and beneficial ownership disclosures
• Oversee communications with proxy service providers, transfer agents, and regulatory entities
• Prepare shareholder meeting materials and coordinate vote tabulation and results reporting
• Coordinate and file Form 8-Ks and prepare/file SEC reports (Forms 3, 4, 5, 10-K, 10-Q, 8-K); monitor Section 16 compliance
• Maintain records of directors and officers in compliance with Nasdaq listing requirements
• Oversee lifecycle of U.S. and international subsidiaries: formation, restructuring, dissolution
• Prepare and file entity formation documents, DBAs, qualifications, annual reports, and certifications
• Coordinate execution, notarization, and legalization of global documents, including apostilles and certified copies
• Support M&A and financing transactions: due diligence, closing logistics, post-closing documentation
• Draft corporate documents: officer certificates, intercompany agreements, powers of attorney
• Maintain data rooms, track legal deliverables, and manage regulatory compliance
• Collaborate on audits, equity actions, and legal aspects of business initiatives
• Triage and manage corporate legal requests using LawVu; ensure workstream visibility and deadlines
• Manage legal platforms (BoardVantage, Traact, Workiva) and maintain accurate entity compliance data
• Generate reports on entity portfolio and legal metrics; leverage AI-enabled legal tools to streamline workflows
• Oversee registered agent relationships, legal invoicing, budget planning, vendor coordination, and maintain templates, SOPs, and trackers

Senior Paralegal, Corporate and Legal Operations

Data Analyst

• The Senior Lead Data Analyst is a high-impact role responsible for shaping strategy and driving execution of advanced analytics across product, business, and platform domains
• Owns highly complex initiatives, mentors cross-functional teams, and steers the Analytics & BI function toward scalable, data-driven decision-making
• Functions as a technical expert, strategic thinker, and organizational bridge-builder
• Lead end-to-end delivery of strategic analytics programs spanning multiple teams or business domains
• Architect scalable and reusable analytics solutions, including data pipelines, semantic models, and KPI frameworks
• Design and evangelize measurement strategies that drive alignment on goals and performance metrics
• Guide business-critical decision-making with deep, proactive insights using SQL, Looker, and statistical modeling
• Serve as an expert advisor to executives and senior leaders on data strategy and analytics capabilities
• Influence cross-functional partners to prioritize and integrate data-informed decision-making across initiatives
• Drive the evolution of internal analytics infrastructure, standards, and governance
• Coach and mentor analysts across teams; lead communities of practice and best-in-class knowledge sharing
• Represent the Analytics function in cross-org strategic planning and OKR development

Senior Lead Data Analyst

Customer Success Manager

• NerdWallet mission to bring clarity to financial decisions and an inclusive culture.
• Role: CRM Manager to shape engagement campaigns across onboarding, cross-sell, browse abandonment, and promotional journeys; build operational plans; measure success; opportunities for A/B testing and optimization.
• Lead day-to-day management and long-term CRM strategy; design, build, and launch automated email, SMS, and push campaigns; guide implementation; measure performance.
• Reports to the Director, CRM.
• Where you can make an impact: drive CRM strategy, data-driven action, operational excellence, cross-functional alignment.

CRM Manager

Accelerate SMB Lending growth: You will manage and grow a portfolio of high-revenue SMB lending partnerships and serve as the primary point of contact for operational success and revenue growth for a multi-million dollar portfolio of lending partners.
New partner onboarding: You will be the primary point of contact for new partnerships, managing their onboarding experience to ensure a successful integration and performance ramp.
Performance reporting: You will regularly monitor and analyze partner performance, preparing and delivering insights and performance performance reports for business reviews meetings with partners and internal stakeholders.
Identify and pitch growth opportunities: You will leverage your analytical skills to identify partnership growth opportunities and strategic initiatives. You will pitch growth opportunities to partners by highlighting qualitative and quantitative insights and leading negotiations.
Ensure cross-functional alignment : Maintain collaboration and stakeholder execution with Product, Sales, and Engineering, ensuring smooth and efficient execution of partnership initiatives and campaigns.

Business Development Lead, SMB Lending

Program Manager

• Lead the strategy, planning, and execution of NerdWallet’s financial systems roadmap, focusing on integration, scalability, and cross-functional alignment.
• Partner with Finance, IT, and other stakeholders to translate business needs into actionable system solutions while maintaining architectural flexibility.
• Oversee the delivery of programs and integrations; manage full project lifecycle from discovery to cutover.
• Ensure scalable, integrated solutions across Accounting, FP&A, Procurement, and Compliance.
• Drive continuous improvement of financial systems processes and user experience.
• Manage vendor relationships for third-party tools and consulting; ensure SLAs and outcomes align with NerdWallet’s goals.
• Ensure compliance with internal controls, data governance, and security practices when designing system enhancements.
• Identify redundancies and friction; drive simplification; apply data analysis to identify high-volume touch points, streamline workflows, and optimize processes.

Financial Systems Program Manager

Product Designer

• At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. Our contractors play a key role in helping us tackle important, high-impact challenges alongside our full-time team. We’ve built an inclusive, flexible, and candid culture where all Nerds, whether here for a sprint or a marathon, are empowered to contribute, collaborate, and make meaningful progress.
• The Nerdwallet App is the place to understand and build your wealth, with the Nerds by your side. NerdWallet is looking for a Product Designer to join the team as we continue to build out our features and consumer experiences. In this role, you will be responsible for the design ideation and delivery for one of the User Engagement pods. This role will work closely with a variety of team members from engineering, product management, quality assurance, and program management to evolve the Nerdwallet App experience and design language.
• You will report to a Product Design Manager.
• Where you can make an impact:
• Uplevel our design language: Lead efforts to define and evolve the visual and interaction patterns that make the NerdWallet mobile experience uniquely Nerdy
• Scale design through systems: Expand and maintain a robust library of components, and documentation that empower designers and product teams to move faster with consistency and confidence
• Craft a world-class mobile experience: Deliver intuitive, delightful, and impactful native app experiences that meet the evolving needs of our users
• Design with empathy: Elevate the quality of product design through a deep understanding of NerdWallet’s audience and their needs
• Be Nerdy: Embrace our mission to empower people and change the way they think about their finances
• You are:
• A strong design & systems thinker: You design with the big picture in mind, so your solutions can be re-utilized and expanded upon for additional use cases
• A strong visual designer: You’ve got a sharp eye for UI, animations, and visual design
• Comfortable working iteratively: You know how to scope design so your small, cross-functional team can deliver impact on schedule
• Detail oriented: You notice the small things and care about getting every pixel, state, and interaction just right
• An enthusiastic collaborator: you know how to build cross-disciplinary support in order to achieve exceptional experiences
• Data-driven: You leverage qualitative and quantitative insights to inform and explain your decisions
• A motivated Product Designer: You understand the craft and are always working toward improving your interaction and visual design skills
• Perpetually curious: You’re passionate about new technologies, industry trends, and relevant artifacts
• Your experience:
• 3+ years of professional experience in product design
• Experience designing native mobile applications (iOS and Android)
• Experience contributing to design system component libraries and style guide documentation
• Proficiency with Figma and its library features like components, tokens, and variables
• Familiarity with WCAG accessibility standards
• Ability to utilize research and data to drive design decisions
• Pay Transparency & Contract Details:
• The hourly rate for this position is $45 - $60/hour
• This is a W2 contract role
• The estimated schedule for this engagement would be 40 hours per week for at least 6 months

Product Designer - Contract

Insurance

• Licensed Insurance Agents assist NerdWallet customers with quoting, comparing, and binding insurance products available in our carrier market. They also assist with servicing newly bound policies and cross-sell other essential products customers may need.
• The Licensed Insurance Agent helps individuals and businesses find the right insurance coverage to meet their needs. Their main responsibilities include assessing client needs, explaining policy options, assisting with applications, and managing policy renewals. They also provide support during claims and ensure compliance with insurance laws and regulations. Additionally, they may handle sales and marketing to attract new clients.
• Conduct comprehensive client assessments to determine insurance requirements and evaluate potential risks. Recommend suitable insurance products including, but not limited to, auto, home, life, and health. Provide clear and concise explanations of policy terms, coverage limits, and premium costs. Prepare and submit insurance applications and associated documentation in accordance with established procedures. Manage and facilitate the renewal of client policies as required.
• Offer support to clients throughout the claims process and maintain ongoing customer service.
• Remain informed of current insurance products, legislation, and regulatory compliance mandates.
• Impact: Safeguard clients against financial loss through the implementation of appropriate insurance coverage. Establish and nurture strong, enduring client relationships based on trust and mutual respect. Contribute to the expansion of the business and the generation of revenue for the agency or company.
• Consistently achieve sales targets for insurance policies. Ensure the accuracy and timeliness of client information and application processing. Maintain a high rate of client retention and successful policy renewals. Submit regular reports on sales performance and other relevant metrics.
• Regular and ongoing activities: Conduct daily client consultations and interactions. Provide policy quotes and comparative analyses. Complete and process insurance applications. Conduct follow-up activities for leads, renewals, and claims. Adhere to all licensing and regulatory standards. Engage in continuous professional development and product training.

Workplace Operations Lead

Business Development Lead – Insurance

Technical Support Specialist – Contract

Insurance Agency Operations Specialist

Manager, Growth Insights and Analytics

Senior Product Manager – Personal Loans

Senior Manager, Business Analytics

Senior Manager, Software Engineering – SMB

Talent Acquisition Coordinator – Contract

Staff Data Engineer

Staff Data Engineer

Senior Full-Stack Engineer, Front-end

Staff Full-Stack Engineer, Front-end, SEO Engineering

Lead Student Loans Writer, Content Strategist II

Data Studies Writer

Account Executive, Re-Engagement

Video Editor

Video Editor

Senior Paralegal, Corporate and Legal Operations

Senior Lead Data Analyst

CRM Manager

Business Development Lead, SMB Lending

Financial Systems Program Manager

Product Designer - Contract

Insurance Sales Agent