Vice President, Strategy & Operations

NerdWallet; United States; Remote; USD 151,000 - 227,000; Full time

Job summary

A leading financial services company in the United States is searching for a Vice President, Strategy & Operations to drive business performance and lead strategic initiatives in a remote role. The ideal candidate should have over 15 years of experience in operations and strategy, with strong leadership capabilities and a proven track record of managing teams and driving performance in high-growth environments. This role offers extensive benefits, including industry-leading health care and a 401K plan.

Benefits

Industry-leading medical, dental, and vision health care plans

Rejuvenation Policy including vacation and mental health days

Paid sabbatical to recharge

Wellness and equipment stipends

Employee Resource Groups and community initiatives

401K with company match

Qualifications

• Minimum of 15 years of experience in operations, analytics, or strategy roles.
• At least 8 years in senior leadership positions.
• Strong understanding of sales analytics and CRM systems.
• Proven record of scalability and operational transformation.
• Exceptional ability to manage complex projects.

Responsibilities

• Lead annual and quarterly business planning processes.
• Build scalable operational systems that improve efficiency.
• Identify and lead strategic initiatives aligning with company priorities.
• Hire and develop high-performing teams across various functions.

Skills

Data-driven decision making

Leadership and team building

Exceptional communication skills

Strategic planning

Operational excellence

Education

Bachelor's degree in Business, Economics, Statistics, or related field

MBA or advanced degree

Tools

SQL

Tableau

Looker

Job description

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NerdWallet is looking for a strategic and operational leader to join as Vice President, Strategy & Operations for one of our high-growth verticals. In this role, you will be responsible for driving business performance, scaling operational capabilities, and leading strategic initiatives that create long-term impact. This is a highly visible leadership role that partners closely with executive stakeholders and cross-functional teams to optimize how we plan, operate, and grow the business.

The ideal candidate is a data-driven problem solver, systems thinker, and experienced operator who thrives in high-growth environments. You bring both the ability to think strategically and the executional rigor to operationalize complex initiatives. You have a proven track record of building high-performing teams, leading through influence, and creating scalable systems that enable business transformation.

Where you will make an impact

Business Strategy and Performance Management

• Lead annual and quarterly business planning processes, including KPI development, financial forecasting, and performance reviews
• Provide strategic insights and executive-level reporting on vertical performance, market trends, and competitive positioning
• Collaborate with vertical General Managers and product leaders to shape strategic investments and guide business decisions
  
  

Operational Excellence and Process Transformation

• Build and implement scalable operational systems, workflows, and governance structures that improve efficiency, reduce risk, and support revenue growth
• Optimize core marketplace and broker operations through better forecasting, conversion tracking, lead funnel performance, and client success workflows
• Leverage analytics to monitor and improve performance across customer experience, partner enablement, and revenue generation
  
  

Strategic Initiative Leadership

• Identify, scope, and lead cross-functional strategic initiatives that unlock growth opportunities, improve operational efficiency, and enhance our competitive edge
• Ensure initiatives are aligned with company priorities and executed effectively in partnership with Product, Revenue, Marketing, and Finance
  
  

Team Leadership and Talent Development

• Hire, manage, and develop high-performing teams across strategy, operations, analytics, and business development
• Foster a culture of execution, accountability, and continuous improvement, with a strong focus on data-informed decision making
• Act as a key voice at the executive table, shaping the future of the vertical through thoughtful planning and strong collaboration
  
  

What We Are Looking For

• Minimum of 15 years of experience in operations, analytics, strategy, or revenue performance roles
• At least 8 years of experience in senior leadership roles with direct responsibility for managing teams and driving strategic business outcomes
• Strong understanding of sales analytics, CRM systems, and lead-to-close operations
• Proven track record of leading strategic planning, managing large-scale operational transformations, and scaling business processes in growth environments
• Deep experience in financial services, real estate or a related industry with working knowledge of affiliate marketing or lead generation models
• Advanced skills in SQL and fluency in data visualization and analytics tools such as Tableau or Looker; familiarity with Python or R is a plus
• Exceptional communication skills with the ability to influence senior stakeholders and align cross-functional teams
• Ability to manage complex projects and deliver measurable outcomes in fast-paced environments
• Bachelor's degree in Business, Economics, Statistics, or a related analytical field is required. An advanced degree such as an MBA is preferred
  
  

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 – Vacation Time Off + 11 holidays + 4 Mental Health Days Off
• 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 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
• Work from home equipment stipend and co-working space subsidy
  
  

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 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)

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Consumer Services

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