Director, Growth & Operations (Wealth)

NerdWallet

5h•Remote

About The Position

NerdWallet Wealth Partners is looking to hire a Director of Growth and 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 Director of Growth and 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.

Requirements

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

Responsibilities

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.

Benefits

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)
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
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