NerdWallet

• Accelerate SMB Lending growth: You will manage and grow a portfolio of high-revenue SMB lending partnerships and serve as the primary point of contact for operational success and revenue growth for a multi-million dollar portfolio of lending partners. • New partner onboarding: You will be the primary point of contact for new partnerships, managing their onboarding experience to ensure a successful integration and performance ramp. • Performance reporting: You will regularly monitor and analyze partner performance, preparing and delivering insights and performance performance reports for business reviews meetings with partners and internal stakeholders. • Identify and pitch growth opportunities: You will leverage your analytical skills to identify partnership growth opportunities and strategic initiatives. You will pitch growth opportunities to partners by highlighting qualitative and quantitative insights and leading negotiations. • Ensure cross-functional alignment : Maintain collaboration and stakeholder execution with Product, Sales, and Engineering, ensuring smooth and efficient execution of partnership initiatives and campaigns.

• Own affiliate and partnerships channel reporting including daily, weekly, and monthly performance dashboards tracking clicks, conversions, CPA, revenue, and ROI; analyze data to identify trends, anomalies, and optimization opportunities. • Serve as the primary point of contact for all affiliate and strategic partners (publishers, networks, sub-networks, technology platforms); conduct regular business reviews to assess performance, align on goals, and identify growth opportunities. • Recruit, onboard, and activate new affiliates aligned with business growth objectives; negotiate commission structures, promotional placements, and performance incentives to maximize partner value and ROI. • Conduct incrementality testing and attribution analysis to accurately measure affiliate channel contribution and avoid cannibalization; monitor for fraudulent activity and maintain traffic quality. • Partner with SEM, Paid Social, Display, and other paid media channel owners to evaluate and optimize the overall paid media mix; contribute to integrated budget allocation discussions leveraging efficiency metrics. • Plan and execute affiliate/partnership promotional campaigns including seasonal pushes, product launches, and co-marketing initiatives; develop creative briefs and manage affiliate assets that drive conversion. • Develop annual affiliate/partnerships channel roadmap with partner growth targets and program enhancements; present channel performance and strategic recommendations to senior leadership on a regular cadence. • Manage affiliate platform operations including link management, tracking pixel implementation, commission configuration, and evaluation of affiliate management platforms (e.g., TUNE/HasOffers, Cake, Everflow). • Develop and maintain forecasting models to project channel performance and support budget planning; develop SOPs for affiliate program management to enable scalability. • Maintain and enforce brand safety standards; ensure all affiliate placements comply with brand guidelines, FTC disclosure requirements, and regulatory requirements.

• Identity platform (Okta) administration; SSO, authentication, and access controls • User lifecycle management automation; onboarding and offboarding of users, devices, and application access • Maintenance of corporate IT infrastructure, including networks, servers, firewalls, applications, and cloud services (AWS, Azure, GCP) • Endpoint management and configuration (Jamf, Intune), including security policy, patching, and vulnerability remediation • SOX auditing and compliance enforcement across IT infrastructure processes and procedures • Build and expand automation across IT operations, using both code and no-code tools, to reduce manual toil and improve consistency at scale • Identify opportunities to apply AI and machine learning to reduce operational burden and improve decision-making • Evaluate and adopt emerging tools and technologies that enhance identity management, endpoint security, and overall IT infrastructure efficiency • Create and maintain high-quality technical documentation (runbooks, SOPs, end-user guides) • Collaborate with Security, DevOps, HR, and other teams to identify and execute infrastructure improvements • Assist IT leadership with special projects that may involve handling sensitive data, internal investigations, or strict confidentiality requirements

• Process lender-initiated compliance updates—including APRs, disclosures, and other regulated content—across landing pages and internal systems to ensure marketplace accuracy and regulatory compliance. • Build, maintain, and analyze marketing reports and Google Sheets dashboards, including month-over-month and year-over-year performance analyses, campaign and partner reporting, and monthly billing audits that support data-driven marketing and partnership decisions. • Manage landing page content and lender placement across the Student Loans marketplace by launching new pages, updating existing experiences, optimizing lender ordering, and executing partner-driven initiatives such as logo tests and custom landing pages. • Execute affiliate marketing operations in Voluum, including campaign setup, configuration, tracking implementation, and creative asset distribution to support partner acquisition efforts. • Reconcile partner billing and invoicing across both sides of the marketplace by validating traffic partner invoices, resolving discrepancies, processing requisitions, auditing lender invoices, and identifying billing issues for cross-functional stakeholders. • Maintain lender payout rates, revenue terms, and affiliate compensation structures within internal systems to ensure accurate reporting, bidding optimization, partner reconciliation, and financial tracking. • Manage the partner contract lifecycle in Ironclad by monitoring contract progress, coordinating approvals, identifying next steps, and partnering with internal and external stakeholders to support onboarding, renewals, and ongoing partner relationships. • Serve as a key operational hub across lenders, affiliate partners, finance, marketing, and other cross-functional teams, ensuring initiatives move efficiently from intake through execution and completion.

• Own and optimize day-to-day SEM operations across SMB lending, credit cards, insurance, and banking verticals, including bidding strategies, budget allocation, ad copy development, keyword management, and campaign structure optimization. • Design, execute, and analyze structured experiments across audiences, creative, bidding strategies, and landing page experiences, synthesizing findings into scalable optimization playbooks and growth frameworks. • Develop and maintain reporting frameworks and dashboards using Salesforce, Looker, Snowflake, and other analytics tools to measure marketing performance, identify opportunities, and surface actionable insights. • Manage and optimize campaigns across Google Ads, SA360, and Microsoft Ads, applying best practices in campaign architecture, automation, and performance optimization. • Build and scale emerging paid social acquisition programs across platforms such as Meta, LinkedIn, and TikTok by defining channel strategy, testing creative approaches, and establishing repeatable growth loops. • Independently drive initiatives from concept through launch and post-performance analysis, bringing structure, momentum, and strong business judgment in a fast-paced environment. • Partner cross-functionally with Product, Analytics, BI, Creative, and broader Marketing teams to improve acquisition performance and align channel strategy with broader SMB business goals. • Stay informed on industry trends, platform changes, privacy developments, and emerging growth opportunities to continuously evolve acquisition strategies and maintain a competitive edge.

• Lead the execution of the team's most complex technical initiatives across the full stack setting the engineering standards and pace for the team to follow. • Lead technical design and architecture for complex features, documenting systems, identifying tradeoffs, and ensuring solutions are maintainable, scalable, performant, and production-ready (including observability, alerting, and web performance). • Mentor and uplevel engineers through actionable code reviews, pair programming, and knowledge sharing; advocate for and improve the team's technical best practices. • Partner with the EM and PM to collaboratively roadmap large tracks of work, break down business requirements into technical requirements, and help the team hit deadlines. Proactively manage stakeholders, communicate upward, and build cross-team influence. • Participate in the team’s Pod Lead rotation, responding to incidents, serving stakeholder needs and being on-call via PagerDuty for a week at a time (roughly once every 4-6 weeks).

• Designing and building multi-agent LLM systems and routing logic that automate threat modeling, security design review, policy Q&A, and vulnerability analysis at scale • Developing retrieval-augmented generation (RAG) pipelines and semantic search systems across large code and documentation repositories • Creating automated code review capabilities that help identify insecure patterns and improve software quality earlier in the development lifecycle • Designing integrations with tools such as GitHub, Slack, Jira, Confluence, and cloud platforms to embed security guidance into everyday engineering workflows • Developing REST APIs and platform services with authentication, authorization, rate limiting, observability, and secure handling of sensitive data • Designing and maintaining scalable data processing pipelines for large codebases and document repositories, including extraction, indexing, stream processing, batch jobs, and parallel execution • Improving AI application security through controls such as prompt injection prevention, sensitive data filtering, supply chain security, and secure handling of model inputs and outputs • Enhancing NerdWallet's secure software development lifecycle (SSDLC) through automation, tooling, and developer-friendly security practices • Partnering with engineering teams to prioritize and remediate application and infrastructure security risks • Supporting incident response and on-call needs by contributing security engineering expertise, tooling, automation, and analysis when security issues arise • Identifying new opportunities for automation and AI augmentation across the security team, bringing fresh eyes and independent thinking to a growing backlog of high-impact work • Serve as technical lead on high-priority initiatives, taking ownership of technically complex work and collaborating across teams to deliver practical, measurable security outcomes • Help shape how AI and automation are securely adopted across NerdWallet's engineering ecosystem • Build tools and platforms that make security more accessible, scalable, and actionable for development teams • Improve the speed and quality of security reviews through thoughtful automation and security-first design • Strengthen customer trust by helping protect NerdWallet's products, systems, and sensitive data • Serve as an internal subject matter expert on AI and automation, advising on appropriate use cases, limitations, and risks to both technical and non-technical stakeholders.

• Partner closely with security engineering and infrastructure teams to build automation and AI-powered solutions that help identify vulnerabilities, improve security reviews, and reduce risk across our platforms • Take ownership of security engineering initiatives that combine software development, AI systems experience, and security-first thinking to solve meaningful problems at scale • Design and build multi-agent LLM systems and routing logic that automate threat modeling, security design review, policy Q&A, and vulnerability analysis at scale • Develop retrieval-augmented generation (RAG) pipelines and semantic search systems across large code and documentation repositories • Create automated code review capabilities that help identify insecure patterns and improve software quality earlier in the development lifecycle • Design integrations with tools such as GitHub, Slack, Jira, Confluence, and cloud platforms to embed security guidance into everyday engineering workflows • Develop REST APIs and platform services with authentication, authorization, rate limiting, observability, and secure handling of sensitive data • Design and maintain scalable data processing pipelines for large codebases and document repositories, including extraction, indexing, stream processing, batch jobs, and parallel execution • Improve AI application security through controls such as prompt injection prevention, sensitive data filtering, supply chain security, and secure handling of model inputs and outputs • Enhance NerdWallet's secure software development lifecycle (SSDLC) through automation, tooling, and developer-friendly security practices • Partner with engineering teams to prioritize and remediate application and infrastructure security risks • Support incident response and on-call needs by contributing security engineering expertise, tooling, automation, and analysis when security issues arise • Identify new opportunities for automation and AI augmentation across the security team, bringing fresh eyes and independent thinking to a growing backlog of high-impact work

• Manage processes, operations, and partner-facing workflows that keep the business running smoothly • Own and manage critical business development operations that support our partner ecosystem and internal teams • Maintain and analyze weekly and monthly performance data, dashboards, and internal/external reporting • Own cross-functional projects from intake through execution, including timelines, stakeholder coordination, and delivery • Serve as a primary operational contact for ~100 partners, triaging and responding to requests related to pricing, product updates, editorial changes, growth inquiries, and compliance adjustments • Lead the monthly production of rankings and placements across credit card, banking, lending, and software products • Identify trends, anomalies, and data quality issues, acting as an internal subject matter expert • Support partner onboarding and contract workflows, including documentation collection and internal approvals • Build, improve, and scale templates and processes to increase efficiency and consistency

• Help shape the next generation of smart financial tools at NerdWallet. Define and evolve a multi-year vision for how people get value from NerdWallet by connecting accounts, analyzing and monitoring their data, and making smart and timely recommendations to drive positive outcomes in a customer’s financial life. • Turn ambiguity into clear, impactful products. Identify high-impact opportunities, translate them into actionable product strategies, and guide teams from discovery through launch and iteration. • Deliver meaningful customer and business outcomes. Use data, experimentation, and customer insights to improve activation, engagement, retention, and long-term value, while maintaining a strong focus on trust. • Build and scale reliable financial systems. Partner with engineering, compliance, risk, and operations teams to develop secure, scalable, and compliant account capabilities. • Collaborate across teams and partners. Work closely with internal stakeholders and external financial partners to navigate tradeoffs across speed, reliability, and risk. • Raise the bar for product thinking and execution. Mentor and influence product managers and cross-functional partners, helping teams make stronger decisions and deliver higher-quality outcomes. • Use AI to drive smarter, more personalized experiences. Leverage AI thoughtfully to improve team efficiency at scale and enhance consumer personalization, recommendations, and decision-making.