Head of Operations

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.

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  Industry-leading medical, dental, and vision health care plans for employees and their dependents

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  Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown

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  New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care

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  Mental health support

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  Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests

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  Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution

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  Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)

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  Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)

• 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

• 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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