NerdWallet

Account Manager

• Own the full RIA partnership lifecycle, from identifying and engaging prospective partners through negotiation, onboarding, and ongoing relationship management, with accountability for revenue and growth targets
• Build and manage a high-quality pipeline of RIA partners using a multi-channel approach including direct outreach, referrals, conferences, and industry relationships
• Develop and execute joint business plans with partners to expand engagement, increase partner investment, and drive long-term marketplace growth
• Build and maintain trusted relationships with senior stakeholders across partner organizations, serving as a strategic advisor and identifying opportunities to deepen partnerships over time
• Design and refine scalable processes, pricing approaches, and partnership playbooks that improve onboarding efficiency and partner performance
• 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
• Bring market and partner insights into NerdWallet to inform product development, pricing strategy, and overall marketplace experience
• Develop deep expertise in the RIA ecosystem and competitive landscape to strengthen NerdWallet’s positioning and targeting strategy
• Represent NerdWallet at industry events and conferences to build relationships, strengthen brand presence, and generate qualified pipeline

Senior Partnerships Manager

Accounting Manager

• Prepare and review weekly and monthly revenue reporting, ensuring accuracy, completeness, and timely delivery to stakeholders.
• Execute and support revenue-related close activities including journal entries, reconciliations, and flux analysis in accordance with US GAAP.
• Support the execution and maintenance of SOX controls related to revenue accounting to ensure compliance with internal control requirements.
• Identify and implement opportunities to improve revenue reporting processes through automation, improved data workflows, and emerging technologies including AI-enabled tools.
• Collaborate with cross-functional partners including Finance, Operations, Product, and Data teams to ensure accurate revenue data and reporting.
• Assist with the revenue-related financial reporting requirements, including internal management reporting and support for external financial reporting and audit requests.
• Contribute to the development and maintenance of accounting policies, procedures, and documentation to support a strong control environment and scalable processes.

Senior Accountant, Revenue Accounting

Product Manager

• Set the long-term vision and strategy for the company’s data platform and data products, ensuring alignment with organizational goals and customer needs.
• Lead, mentor, and develop multiple product teams within the data domain, fostering collaboration, clarity, and ownership.
• Build and scale data capabilities—including data pipelines, governance frameworks, metadata systems, and ML/AI platforms—that power fintech products and internal operations.
• Collaborate with engineering, analytics, design, marketing, compliance, and executive leadership to drive data-led initiatives across the company.
• Translate regulatory, privacy, and security requirements into scalable data solutions that meet fintech industry standards.
• Champion responsible data practices, ensuring accuracy, quality, and ethical usage across the organization.
• Partner with cross-functional teams to define data metrics, KPIs, and success outcomes for both platform and user-facing features.
• Communicate product direction, roadmap progress, and key decisions to leadership, stakeholders, and company-wide forums.
• Drive innovation and experimentation by encouraging rapid iteration, A/B testing, and model-driven product design.
• Evaluate emerging technologies, vendors, and industry trends to guide long-term data strategy and investments.

Director, Product Management – Data

Financial Planning and Analysis

• Partner with stakeholders across assigned departments to support budgeting, forecasting, and expense management
• Build, maintain, and improve financial models used for planning and decision-making
• Track and report on performance against KPIs, budgets, and forecasts, highlighting key variances and trends
• Prepare recurring financial reports and variance analyses, identifying risks and opportunities
• Translate financial data into clear, actionable insights for both finance and non-finance audiences
• Collaborate with Accounting during month-end close, including accruals and expense tracking
• Support annual planning cycles and periodic forecasts by compiling data, validating assumptions, and modeling scenarios
• Contribute to improving financial processes, reporting, and systems with a focus on efficiency and scalability

Financial Analyst II, Corporate Finance

Security Engineer

• Partner closely with engineering teams across the company to reduce security risk throughout the software development lifecycle
• Contribute to initiatives that strengthen NerdWallet’s security posture by improving tooling, workflows, and standards
• Help scale NerdWallet’s application security program through automation, tooling, and developer enablement
• Build tools, processes, and automation that improve security posture visibility for engineers and leadership
• Review pull requests and provide actionable guidance on secure coding practices
• Support operational work during security investigations or incidents affecting applications
• Help integrate security practices into the secure development lifecycle (SDLC) across teams

Security Engineer II – Application

• Partner closely with engineering teams across the company to reduce security risk throughout the software development lifecycle
• Contribute to initiatives that strengthen NerdWallet’s security posture by improving tooling, workflows, and standards that help engineers build secure software while maintaining a great developer experience
• Help scale NerdWallet’s application security program through automation, tooling, and developer enablement
• Partner with engineering and product teams to identify and remediate security gaps across multiple systems while balancing business priorities
• Build tools, processes, and automation that improve security posture visibility for engineers and leadership
• Review pull requests and provide actionable guidance on secure coding practices
• Support operational work during security investigations or incidents affecting applications
• Help integrate security practices into the secure development lifecycle (SDLC) across teams

Full-stack Engineer

• Build, maintain, and evolve Full Stack React/Next.js applications that serve millions of monthly users.
• Improve Core Web Vitals, accessibility, and technical SEO to drive discoverability and engagement.
• Partner with product, organic growth, paid marketers and content teams to launch, test, and iterate on high-impact shopping experiences.
• Design and implement backend APIs and cloud services that power dynamic, personalized content and partner integrations.
• Collaborate on platform-wide initiatives: performance, observability, A/B testing infrastructure, and developer experience.
• Contribute to shared UI components and design systems, helping scale high-quality UX across pages and flows.
• Participate in code reviews, mentorship, and team technical discussions to help raise the engineering bar.

Senior Software Engineer, Consumer Banking, Credit Cards

Senior Software Engineer, Consumer Banking – Credit Cards

• Architecting complex systems that help grow the insurance business.
• Serve as a tech lead on the team.
• Build across the full software stack — from front-end experiences to back-end systems and data workflows.
• Design and implement secure, scalable back-end integrations with partner and third-party platforms to support conversions and user engagement.
• Contribute to a move-fast development culture by owning the full tech stack with minimal dependencies.
• Use observability and monitoring tools to proactively identify, diagnose, and resolve production issues quickly.
• Collaborate cross-functionally with product, design, and data teams to deliver measurable impact across the insurance vertical.
• Add monetization onto pages lacking it, making changes to drive more traffic through pages that have low traffic.
• Improve SEO page performance to enhance site speed, accessibility, and user engagement — driving stronger rankings and visibility on SERPs.
• Serve as a mentor to the engineers on the team.
• Help to drive our existing values as a team towards better engineering practices, strong continuous improvement thinking, and failing fast / repairing faster mentality.
• Partner with management to continuously develop the engineering roadmap for our team.

Staff Software Engineer – Insurance

Product Designer

• Lead end-to-end design for private student loan and refinance experiences—from discovery to launch—creating user journeys that increase engagement, conversion, and long-term trust.
• Drive experimentation across high-intent marketing funnels (SEM/SEO landing pages, comparison tools, application flows) to uncover new growth opportunities and optimize performance.
• Define and execute research strategies that uncover insights, validate concepts, and inform product decisions at scale.
• Partner with Product to translate strategy and OKRs into clear design problems, hypotheses, and success metrics.
• Design clear, compliant financial workflows (applications, disclosures, prequalification tools) that balance regulation with usability.
• Identify and shape 0→1 opportunities in ambiguous spaces, bringing structure, direction, and creativity to early-stage initiatives.
• Collaborate cross-functionally with Engineering, Content, and SEO to deliver experiences that are technically feasible, accessible, performant, and search-optimized.
• Influence product and design decisions by articulating strong rationale, using data and research to drive alignment and outcomes.
• Contribute to and evolve shared design systems and patterns across multiple properties.

Senior Product Designer, Student Loans

• 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

Partnerships Lead

• Serve as a strategic thought partner to your vertical, helping translate data into clear, actionable insights that guide smarter business decisions.
• Lead financial planning and modeling efforts, manage the vertical’s budget in close partnership with General Managers, and track performance against key KPIs to ensure alignment with NerdWallet’s annual plan.
• Proactively identify risks and opportunities to help optimize investments, improve expense management, and shape the financial narrative that fuels sustainable growth.
• Work cross-functionally within your vertical and alongside the broader Finance team, applying strong finance and accounting principles to solve complex business challenges and support informed decision-making.
• Lead projects and initiatives with minimal oversight, contribute meaningfully to strategic discussions, and elevate outcomes through thoughtful modeling and analysis.
• Mentor teammates and guide colleagues on financial best practices, supporting onboarding and learning opportunities.

Senior Financial Analyst

Customer Support

• Provide account and technical support
• Help members with free account features and paid subscription issues
• Assist users with credit score questions and product recommendations
• Ensure an excellent member experience on NerdWallet.com and mobile app
• Communicate complex topics clearly and empathetically

Member Support Specialist – Contract

• Define Product Strategy: Own the roadmap and vision for your product area, aligning customer needs, data insights, and company goals.
• Drive Innovation: Identify and validate new opportunities using competitive analysis, customer research, and rapid experimentation.
• Make Data-Driven Decisions: Partner with analytics and data engineering to test, learn, and iterate using measurable outcomes.
• Lead Cross-Functional Execution: Partner with engineering, marketing, and design to ensure on-time delivery of impactful features.
• Ensure Transparency: Share progress, learnings, and roadmaps across teams, building organizational clarity and trust.
• Foster Excellence: Create playbooks, define best practices, and contribute to a culture of executional excellence across SMB.

Senior Product Manager, SMB

Engineering Manager

• Lead, coach, and develop an engineering team responsible for NerdWallet’s platform systems, including the Content Platform, CMS, and Product Data Platform
• Partner with Product Managers and other cross-functional stakeholders to plan, prioritize, and execute against the product roadmap
• Drive consistent execution of software development best practices, including code quality, testing, documentation, and operational excellence
• Contribute to and guide technical and architectural decisions, ensuring solutions are scalable, reliable, secure, and compliant with regulatory requirements
• Balance platform evolution (e.g., headless CMS, APIs, content workflows) with stability for high-traffic, mission critical systems
• Manage sprint planning, project timelines, and delivery commitments, ensuring predictable and high-quality execution
• Identify technical risks, dependencies, and delivery challenges, escalating and addressing them proactively
• Foster a culture of collaboration, accountability, continuous improvement, and psychological safety
• Support hiring, onboarding, performance management, and career development for engineers at varying levels
• Ensure systems owned by the team meet availability, performance, and security standards

Senior Partnerships Manager

Senior Accountant, Revenue Accounting

Director, Product Management – Data

Financial Analyst II, Corporate Finance

Security Engineer II – Application

Security Engineer II – Application

Senior Software Engineer, Consumer Banking, Credit Cards

Senior Software Engineer, Consumer Banking – Credit Cards

Staff Software Engineer – Insurance

Senior Product Designer, Student Loans

Partnerships Lead

Senior Financial Analyst

Member Support Specialist – Contract

Senior Product Manager, SMB

Senior Manager, Software Engineering – Platform Systems