NerdWallet

Full-stack Engineer

• At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions.
• We are looking for a highly motivated Full-Stack back-end and data engineering focused Senior Software Engineer to join the Partner Data Ingestion Engineering team.
• Write extensive code, contribute to architecture and design, and elevate the quality of deliverables while fostering team ownership of outcomes.
• Projects you may be working on include:
• - Lead the transition of pricing inputs from spreadsheets to a custom internal tool.
• - Design and implement a comprehensive dashboard that delivers real-time data insights for improved decision-making.
• - Build and maintain API and file-based partner ingestion pipelines.
• - Develop innovative solutions to automate manual investigations.
• - Overhaul and unify the alerting system, implementing advanced data quality checks.
• - Leverage AI extensively for innovative solutions.

Senior Software Engineer, Full-Stack

Customer Success Manager

• Design, build, and deploy automated email and push campaigns, complex multi-step workflows, and audience segments
• Implement personalization logic using user and catalog data, configuring triggers and dynamic content
• Develop, document, and enforce best practices and workflows for CRM operations
• Build and maintain automated alerting systems that allow the team to detect and respond to campaign issues quickly
• Evaluate new tools and technologies, develop repeatable processes to improve team efficiency, and troubleshoot and resolve technical issues

CRM Operations Manager

Human Resources

• Serve as a trusted advisor and coach to senior leaders, translating business strategy into actionable people priorities.
• Lead organizational design, workforce planning, and change management efforts to improve clarity, efficiency, and performance.
• Guide leaders through performance management, employee relations, succession planning, and career development conversations.
• Drive execution of core People programs, including performance reviews, compensation cycles, and talent reviews.
• Partner with Finance and Compensation to support equitable, competitive reward strategies aligned to business results.
• Use data, analytics, and AI-enabled tools to identify trends and inform organizational decisions.
• Proactively prioritize work to align with department and company goals while communicating progress and managing dependencies.
• Navigate conflict and differing viewpoints constructively, providing candid feedback and finding common ground.
• Contribute to an environment of trust and inclusion within supported teams.
• Mentor junior team members and contribute to company-wide People initiatives.
• Take ownership of outcomes, course-correct when needed, and continuously improve processes and programs.
• Ability to operate effectively in a fast-paced, high-growth environment.
• Strong critical thinking and problem-solving skills.
• Ability to manage multiple priorities and navigate ambiguity.
• Emotional intelligence and resilience when managing complex or sensitive situations.
• Capacity to communicate clearly across a variety of audiences and mediums.

Senior Human Resources Business Partner

Operations

• Own the end-to-end revenue operations function, including the design and maintenance of marketing and sales funnels, lead routing logic, CRM architecture, and pipeline reporting that enables data-driven decisions across growth and advisory teams.
• Build and maintain cohort reporting frameworks that track client acquisition, activation, retention, and lifetime value — translating raw data into clear strategic recommendations for leadership.
• Lead the strategy and execution of marketing and sales automation platforms (e.g.,Salesforce, Customer.io), ensuring campaigns are measurable, scalable, and aligned to conversion goals.
• Design and continuously improve the end-to-end client onboarding experience for new wealth management clients, ensuring a seamless, compliant, and high-touch journey from signed agreement to fully funded account.
• Partner with the advisory team to document, standardize, and optimize advisor workflows — including account reviews, rebalancing processes, client communications cadences, and more.
• Own the operational systems and vendor relationships that keep us running, including custodian integrations (e.g. Schwab), portfolio management tools (e.g., Orion, Tamarac), and compliance-adjacent workflows in partnership with the CCO.
• Develop and maintain operational dashboards and KPIs that give leadership real-time visibility into business health across client growth, retention, advisor capacity, and operational throughput.
• Build the playbooks, SOPs, and internal knowledge infrastructure needed to scale the business without sacrificing consistency or compliance.
• Serve as the connective tissue between marketing, sales, advisory, product, compliance, and finance — ensuring operational decisions are made with full context and clear accountability.
• Evaluate, negotiate, and manage relationships with third-party technology and service vendors critical to RIA operations.

Director, Growth – Operations

Producer

• Align with stakeholders on business goals and strategy, ensure strategy is implemented in the content.
• Lead the creative production by developing and managing a content calendar for recurring podcasts.
• Pitch and develop innovative episode ideas that align with brand goals and editorial standards.
• Write, edit, and/or fact-check compelling and engaging episode and video scripts and show notes that meet the needs of our target audience.
• Monitor the production process, ensuring timely delivery of assets at every stage.
• Collaborate with podcast hosts and strategists to coordinate and plan episode and video production.
• Upload and distribute episode and video assets within various content management systems.
• Produce multiple segments for each episode, including pull-cuts and forward-promotes.
• Prepare and edit materials for interviews, videos, and episodes including booking and vetting guests.
• Comprehensively edit and QC multiple versions of episode and video assets, including audio, scripts, and show notes, ensuring the content is accurate, clear and engaging to meet NerdWallet's editorial standards.
• Audit systems and processes to identify areas for optimization.

Multimedia Producer, Podcast – Contract

Accounting Manager

• Build deep ownership over critical GL areas in a complex, high-growth environment
• Play a central role in scaling accounting processes following multiple acquisitions
• Develop into broader ownership of the month-end close over time
• Help shape a more efficient, scalable, and audit-ready accounting function
• Own and operate key areas of the general ledger
• Lead end-to-end accounting for compensation (payroll and equity), leases, accruals, and consolidation/intercompany
• Own the full cycle for your areas, including journal entries, account reconciliations, variance analysis, and internal reporting
• Ensure accuracy, completeness, and timeliness of financial results in accordance with GAAP and company policies
• Drive execution of the month-end close and internal reporting
• Partner with the Senior Manager, Corporate Accounting and Compliance to manage close timelines and ensure deliverables are completed on schedule
• Own the coordination and completion of internal reporting and flux analysis across the accounting team
• Act as a key operator in the close process, helping drive accountability across stakeholders
• Leverage automation and AI to scale accounting processes
• Actively identify opportunities to automate manual processes and improve efficiency across the close and reporting cycle
• Utilize NerdWallet’s internal AI tools and resources to streamline workflows, enhance accuracy, and reduce manual effort
• Experiment with and implement scalable solutions, with the support of leadership, to modernize accounting operations
• Lead audit and controls execution
• Serve as a primary point of contact for auditors for assigned areas and support broader audit coordination (PBCs, walkthroughs, testing)
• Maintain and enhance internal controls (SOX) across owned processes and support controls over broader close activities
• Ensure documentation is complete, accurate, and audit-ready
• Support M&A integration and operationalization
• Partner with the Senior Manager, Corporate Accounting and Compliance on M&A activities, including integration of acquired entities into close processes and systems
• Help operationalize new accounting processes, ensuring scalability and alignment with company standards
• Lead and develop a team
• Manage and mentor 2–3 accountants, providing guidance, review, and professional development
• Drive accountability, organization, and execution across your team, especially during close
• Partner cross-functionally
• Work closely with FP&A on accruals, variance analysis, and budget vs. actual insights
• Collaborate with Financial Systems and HRIS teams on payroll, equity, and systems-related initiatives
• Partner with Legal and business stakeholders on accruals and other accounting matters

Manager, Corporate Accounting – Compliance

Data Scientist

• Lead the design and implementation of causal inference frameworks (e.g., uplift modeling, DML, IVs, DiD, synthetic control) to measure true incremental impact across personalization, marketing, and lifecycle interventions
• Establish and standardize methodologies for incrementality, experimentation, and measurement across channels and product surfaces
• Build and scale LTV models (user-level and cohort-based), including churn-adjusted and horizon-specific approaches, for real-time decisioning
• Develop and deploy personalization models that influence ranking, offer selection, content sequencing, and monetization strategies at the moment of user intent
• Ship production-grade machine learning models that directly drive revenue outcomes, including marketplace optimization, partner routing, and budget allocation
• Translate predictive outputs (e.g., conversion propensity, incremental CPA, expected LTV) into decision-ready signals for real-time systems
• Partner with Data Engineering and Platform teams to define data instrumentation, feature stores (batch and streaming), and model monitoring frameworks (drift, bias, stability)
• Influence architectural decisions across modern data and ML platforms (e.g., Snowflake, Databricks, Spark, real-time inference systems)
• Provide technical leadership across teams by setting best practices for experimentation, modeling, code quality, and reproducibility
• Mentor and develop senior and mid-level data scientists, raising the overall technical bar across the organization
• Communicate complex analytical insights and trade-offs to executive stakeholders, translating findings into actionable business strategies
• Shape long-term strategy for personalization, experimentation, and AI-driven growth at NerdWallet