Partnerships Lead

📋 Description

• Identify and launch new RIA partners to meet targets
• Own the full sales lifecycle from outreach to onboarding
• Build and maintain a strong, qualified pipeline
• Create targeted prospect lists and multi-channel outreach (email, LinkedIn)
• Design scalable sales processes, cadences, and playbooks
• Represent NerdWallet at industry events to generate opportunities

🎯 Requirements

• 6+ years in business development, partnerships, or sales
• Experience managing full lifecycle and pipeline to defined goals
• Familiarity with the RIA, wealth management, or fintech ecosystem
• Cross-functional collaboration to influence pricing and GTM
• Strong written and verbal communication; tailored messaging
• Willingness to travel domestically up to 40%

🎁 Benefits

• Industry-leading medical, dental, and vision plans
• Flexible vacation time off + 11 holidays
• New Parent Leave and mental health support
• Paid sabbatical after 5 years
• 401K with 4% company match
• Wellness stipend, wifi stipend, and home office stipend