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Director, Sales & OperationsNerdWallet • United States
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Director, Sales & Operations

NerdWallet
  • US
    United States
  • US
    United States
Jetzt Bewerben

Über

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. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do. NerdWallet Wealth Partners is looking to hire a Head of Operations to establish core operational processes for its fast-growing wealth management business. As the first operational leader for this young business, this person will build and scale the systems, processes, and infrastructure that power both our client experience and our revenue engine — from the moment a prospect enters our funnel to the day-to-day servicing of long-term wealth management clients. The Head of Operations will own the full operational lifecycle of the business, bridging the disciplines of revenue operations, marketing and sales performance, and the client-servicing workflows unique to an advisory practice. NerdWallet Wealth Partners sits in a unique position in the market - primarily serving young, mass affluent clients acquired from a highly-efficient digital funnel. This is a rare opportunity to join an early-stage, hyper-growth wealth management firm and build a world-class operation from the ground up. The Head of Operations is a senior member of the NerdWallet Wealth Partners leadership team. This role is equal parts strategist and operator — one day designing a cohort-based performance framework with the marketing team, the next streamlining the account onboarding workflow with our financial advisors. The Head of Operations directly manages the operations function and reports to the CEO of NerdWallet Wealth Partners. This individual is expected to operate with a high degree of autonomy, ownership, and bias toward action. As the business scales, this leader will build out and mentor a lean, high-performing operations team. Where you can make an impact:
Revenue 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.
Cohort & Performance Analytics:
Build and maintain cohort reporting frameworks that track client acquisition, activation, retention, and lifetime value — translating raw data into clear strategic recommendations for leadership.
Marketing and Sales Automation:
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.
Client Onboarding:
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.
Advisor Workflow Optimization:
Partner with the advisory team to document, standardize, and optimize advisor workflows — including account reviews, rebalancing processes, client communications cadences, and more.
Operational Infrastructure:
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.
Business Intelligence & Reporting:
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.
Process Documentation & Scalability:
Build the playbooks, SOPs, and internal knowledge infrastructure needed to scale the business without sacrificing consistency or compliance.
Cross-functional Leadership:
Serve as the connective tissue between marketing, sales, advisory, product, compliance, and finance — ensuring operational decisions are made with full context and clear accountability.
Vendor & Technology Management:
Evaluate, negotiate, and manage relationships with third-party technology and service vendors critical to RIA operations.
Your experience:
12+ years of progressive experience in operations or strategy roles, with at least 3 years in a leadership capacity
Proficiency in data analysis and cohort reporting; ability to build models and dashboards independently (SQL, Excel/Sheets, Looker, Tableau, or equivalent)
Hands-on experience with marketing automation and CRM platforms (e.g., HubSpot, Salesforce)
Track record of building scalable operational systems and processes from early stages in a high-growth environment
Deep comfort operating in ambiguity. This role requires someone who defines the problem, not just solves it
Exceptional communicator able to translate operational complexity into clear narratives for executives, advisors, and cross-functional partners
Strong project management instincts with a demonstrated ability to drive initiatives to completion without heavy oversight
High integrity and a natural orientation toward compliance and fiduciary responsibility
Entrepreneurial mindset that thrives in a startup environment and isn't afraid to roll up their sleeves
Where:
This role will be remote (based in the U.S.).
We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.
What we offer:
Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?) 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)
Have Some Fun! (Nerds are fun, too) 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
Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match
Plan for your future (And when you retire on your island, remember the little people) 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
If you are based in California, we encourage you to read this important information for California residents linked here. NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment. NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice. NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see: E-Verify Participation Poster (English+Spanish/Español)
Right to Work Poster (English) / (Spanish/Español)
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  • United States

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  • English
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