Business Development Manager (Financial Services Marketplace)
Posted Updated
Description
- We are looking for a Business Development Manager to support the growth and expansion of our financial services marketplace across key verticals including credit cards, personal loans, insurance, banking, and other consumer financial products
- This role will help drive the sourcing, execution, and management of strategic partnerships that contribute to marketplace revenue growth, customer engagement, and long-term ecosystem expansion
- This role is ideal for a highly motivated operator who combines strong relationship management skills with analytical rigor and a passion for partnerships
- You will be responsible for identifying new partnership opportunities, supporting commercial negotiations, managing day-to-day partner relationships, and helping optimize marketplace monetization performance across a portfolio of financial services partners
- You will work cross-functionally with Product, Design, Marketing, Data, Finance, Legal, and Engineering teams to help execute marketplace initiatives and support the continued scaling of the business development organization
- Partnership Growth & Business Development
- Identify, source, and evaluate new partnership opportunities across credit cards, lending, insurance, banking, and adjacent fintech categories
- Support outreach, qualification, negotiation, and onboarding of new marketplace partners
- Assist in structuring partnership agreements including CPA, CPL, rev-share, and hybrid monetization models
- Build and maintain strong working relationships with affiliate partners, financial institutions, fintech platforms, and distribution channels
- Support expansion opportunities within existing accounts through upsell, cross-sell, and new product launches
- Help execute outbound partnership sourcing strategies to support marketplace growth goals
- Partnership Management & Optimization
- Serve as a day-to-day point of contact for assigned partners, ensuring smooth communication and operational execution
- Monitor partner performance and identify opportunities to improve conversion rates, monetization, engagement, and user acquisition efficiency
- Coordinate onboarding, launch readiness, tracking implementation, and ongoing operational support for new partners
- Collaborate with internal stakeholders to troubleshoot issues and ensure partner satisfaction
- Support testing and experimentation across placements, offers, funnel optimization, and pricing strategies
- Help ensure partner compliance, quality standards, and operational SLAs are maintained
- Analytics & Performance Reporting
- Track and analyze marketplace KPIs including revenue, conversion rates, EPCs, CAC efficiency, approval rates, and partner performance
- Prepare regular reporting and performance updates for internal stakeholders and leadership
- Identify trends, optimization opportunities, and operational risks using data-driven analysis
- Support forecasting, pipeline tracking, and business case development for new partnership opportunities
- Use marketplace insights and partner feedback to inform growth recommendations
- Cross-Functional Collaboration
- Partner closely with Product, Design, Marketing, Data, Finance, Legal, and Engineering teams to support marketplace initiatives
- Communicate partner needs, feedback, and market insights internally to improve marketplace performance and user experience
- Coordinate cross-functional execution of partnership launches, campaigns, and growth initiatives
- Collaborate with Legal and Compliance teams to support contract execution and ensure adherence to financial services regulations and advertising standards
- Contribute to roadmap discussions and operational planning that support marketplace scalability
Benefits
- Health Benefits
- Flexible PTO Policy
- Kickoff Paid Holidays
- Office Lunch & Dinners
- Commuter Benefits
- Commuter Flexible Savings
- 401k Matching
- Fitness Benefit Policy
- The ideal candidate has experience in consumer fintech, affiliate marketplaces, lead generation ecosystems, performance marketing, or financial services platforms similar to companies like Credit Karma and NerdWallet
- Strong communication, relationship management, and organizational skills
- Strong understanding of financial products including credit cards, personal loans, insurance, banking products, and/or adjacent fintech categories
- Strong analytical and operational skillset with experience tracking KPIs, performance metrics, and monetization outcomes
- Ability to manage multiple partnerships and projects simultaneously in a fast-paced environment
- Experience within consumer fintech, financial services marketplaces, affiliate ecosystems, lead generation, or digital acquisition channels preferred
- Bachelor’s degree required
- Self-starter mentality with strong attention to detail and execution
- 4–7 years of experience in business development, partnerships, account management, affiliate marketing, marketplace operations, or related commercial functions
- Experience managing partner relationships and supporting commercial negotiations
- Experience working cross-functionally with Product, Marketing, Engineering, Legal, and Analytics teams
- Experience at a fintech marketplace, affiliate network, comparison platform, or performance marketing company
- Familiarity with CPA/CPL/rev-share monetization models and affiliate tracking platforms
- Experience working with banks, lenders, insurance carriers, or major financial institutions
- Experience supporting partnership launches and operational scaling initiatives in high-growth environments
- Understanding of consumer acquisition funnels, lifecycle marketing, and marketplace economics