Jack Winkler

Examiner
DISC Type : sc

Head of Partnerships & Business Development at NerdWallet

Chicago, Illinois, United States

Overview

Jack Winkler serves as the Head of Partnerships & Business Development at NerdWallet, leveraging an extensive background in the financial services and automotive industries. He specializes in creating and leading partnership strategies across consumer lending verticals. Jack holds a Bachelor of Science in Business Administration from the University of Richmond.

There is no publicly available information about Jacks personal life, hobbies, or interests outside of his professional career.

He leads partnership and business development strategy across seven distinct consumer lending verticals at NerdWallet, including Wealth, Mortgage, Insurance, and various loan types.

Personality Overview

Tough To Convince

Late Adopter

Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Partnership Strategy
His primary role at NerdWallet involves leading partnership and business development strategy across the company's consumer lending categories.
Consumer Lending
He has deep expertise in verticals including mortgage, insurance, credit cards, student loans, auto loans, and personal loans.
Business Development
A core focus of his career, with progressive leadership roles at NerdWallet, Braviant Holdings, and Discover Financial Services.

Media Appearances

Jack has no verified media appearances

Work History

7-2024
Head of Partnerships & Business Development at NerdWallet
3-2023 - 7-2024
Senior Manager, Business Development - Consumer Lending at NerdWallet
4-2022 - 3-2023
Business Development - Mortgage Vertical at NerdWallet
7-2021 - 3-2022
Senior Manager, Partnerships at Braviant Holdings
5-2020 - 7-2021
Manager, Strategic Partnerships & Business Development at Discover Financial Services

Education

2010 - 2014
Bachelor of Science (B.S.) from University of Richmond
2007 - 2010
Education details unavailable from Avon Old Farms School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Chicago, Illinois, United States Job Level : Mid-senior Designation : Head of Partnerships & Business Development at NerdWallet
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Insights For Selling To Jack

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jack is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jack

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jack move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jack take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jack

Personality Compatibility


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