Account Executive - Banking and Wealth Job at Plaid (San Francisco)

New

Business Support Manager

The PBWM Operations & Business Support Manager plays a critical role in supporti...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Demonstrate in-depth technical knowledge of PBWM operations, products, services, and regulatory requirements
Demonstrate a strong understanding of relevant principles, concepts, and operational frameworks within the PBWM domain
Evidence of applying technical expertise to solve problems, assess operational risks, and inform decision-making
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate
Will have an impact on the work of related teams within the area
Partner with other functions and business areas

Job Responsibility

Support daily operational activities across PBWM, including account processing, product setup, service requests, documentation review, and transaction oversight
Conduct detailed reviews to ensure completeness, accuracy, and compliance with internal policies and regulatory requirements
Support root-cause analysis and timely resolution of operational issues, ensuring minimal disruption to client service
Assist in managing client relationships by understanding service needs, identifying issues, and ensuring delivery of a consistently high standard of service
Work closely with Relationship Managers, Product Specialists, and Operations teams to provide seamless client experiences
Partner with internal stakeholders across Operations, Risk, Compliance, Technology, and Front Office teams to align processes and support integrated PBWM service delivery
Act as a key liaison for operational matters, supporting communication flows and process consistency across the business
Identify areas for enhancement within PBWM processes, proposing and supporting implementation of solutions to improve efficiency, accuracy, and client satisfaction
Contribute to the development, documentation, and embedding of operational procedures and internal controls to mitigate risks and support a robust control environment
Support the implementation of new policies, ensuring changes are understood, adopted, and effectively executed

What we offer

Hybrid working
Access to wellness rooms, gyms and mental health support
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
On-site cafeterias, fitness centers, and tech-equipped workstations
Opportunities for socialising, sports, community events and volunteering

Fulltime

Account Executive - Banking and Wealth

We’re building a team to work exclusively with the leading banks throughout Nort...

Location

United States , New York

Salary:

91200.00 - 120000.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

5+ years of quota-carrying experience in a new-revenue role and a strong track record of closing deals
Strong prospecting, qualifying, and negotiating skills
consultative sales approach with a product-centric mindset
Experience working with sales development and deploying a vertical focused revenue strategy
strong preference towards those with prior experience in the Banking and Wealth vertical
Proven ability to interact and articulate complex solutions to all levels of a banking organization
Interest in financial services products and a desire to create strategic relationships that help our customers succeed
Excitement to work in a high-growth environment and to help build processes and tools as needed
Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs

Job Responsibility

Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment
Build and maintain relationships with Financial Institutions, from executives to product teams and developers
be viewed as a subject matter expert
Partner with our sales and marketing teams to define and execute our Banking and Wealth segment sales strategy
Work with our Product team, SEs and Account Managers to identify gaps in our solutions for Financial Institutions
Manage pipeline and accurately reflect the probability of close

Fulltime

Account Executive - Banking and Wealth

We’re building a team to work exclusively with the leading banks throughout Nort...

Location

United States , Raleigh-Durham

Salary:

91200.00 - 120000.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

5+ years of quota-carrying experience in a new-revenue role and a strong track record of closing deals
Strong prospecting, qualifying, and negotiating skills
consultative sales approach with a product-centric mindset
Experience working with sales development and deploying a vertical focused revenue strategy
strong preference towards those with prior experience in the Banking and Wealth vertical
Proven ability to interact and articulate complex solutions to all levels of a banking organization
Interest in financial services products and a desire to create strategic relationships that help our customers succeed
Excitement to work in a high-growth environment and to help build processes and tools as needed
Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs

Job Responsibility

Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment
Build and maintain relationships with Financial Institutions, from executives to product teams and developers
be viewed as a subject matter expert
Partner with our sales and marketing teams to define and execute our Banking and Wealth segment sales strategy
Work with our Product team, SEs and Account Managers to identify gaps in our solutions for Financial Institutions
Manage pipeline and accurately reflect the probability of close

Fulltime

Associate Account Executive - Banking and Wealth

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States , San Francisco

Salary:

73416.00 - 96600.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

1–3 years in Inside Sales, SDR/BDR, or junior AE roles
fintech or financial institution sales a plus
Comfort navigating multi-persona conversations with compliance, product, and technology stakeholders
Ability to manage a blend of self-owned deals and collaborative cycle support with senior sellers

Job Responsibility

Qualify inbound interest and proactively source new opportunities across banks, credit unions, and wealth platforms
Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening, ACH transfers, identity verification, and wealth aggregation
Own and close smaller deals (≤ $100K ARR) independently or with support from your manager and field AE
Manage full-cycle motions for lower-complexity sales, including scoping, pricing, negotiation, and contract execution
Partner with senior AEs on larger, multi-stakeholder deals
Assist senior AEs with early-stage qualification and strategy and qualification
Craft tailored value narratives for financial institutions and support product demonstrations
Provide structured, industry-specific feedback to Product, Risk, and GTM
Maintain accurate CRM data to support forecasting, especially for regulated-institution pipelines

Fulltime

Associate Account Executive - Banking and Wealth / Enterprise

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States , Raleigh-Durham

Salary:

73416.00 - 96600.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

1–3 years in Inside Sales, SDR/BDR, or junior AE roles
fintech or financial institution sales a plus
Comfort navigating multi-persona conversations with compliance, product, and technology stakeholders
Ability to manage a blend of self-owned deals and collaborative cycle support with senior sellers

Job Responsibility

Qualify inbound interest and proactively source new opportunities across banks, credit unions, and wealth platforms OR enterprise companies
Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening, ACH transfers, identity verification, and wealth aggregation
Own and close smaller deals (≤ $100K ARR) independently or with support from your manager and field AE
Manage full-cycle motions for lower-complexity sales, including scoping, pricing, negotiation, and contract execution
Partner with senior AEs on larger, multi-stakeholder deals
Assist senior AEs with early-stage qualification and strategy and qualification
Craft tailored value narratives for financial institutions and support product demonstrations
Provide structured, industry-specific feedback to Product, Risk, and GTM
Maintain accurate CRM data to support forecasting, especially for regulated-institution pipelines

Fulltime

Analyst

Step into the role of Analyst where you will focus on monitoring Trade flow and ...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Monitor Trade flow through internal systems ensuring accuracy and completeness of trades booked
Identify exceptions requiring manual booking or partial booking
Assess all amendment/rebooking requests and execute accurately
Investigate adhoc queries from stakeholders
Perform daily controls for manual bookings and completeness of exceptions checks
Strong understanding of trade lifecycle and trade settlements.
Data Analytica, AI Tools (Power Automate, Co Pilot etc)
Prior exposure to regulatory reporting and audits is an advantage.
Detail oriented with strong ownership of daily deliverables.
Ability to manage tight deadlines with accuracy.

Job Responsibility

Focus on monitoring Trade flow and ensuring trades are booked fully and accurately managing exceptions through the Trade Life Cycle.
Perform BAU and pick up daily reporting requirements, regulatory attestations, UAT testing, evidence gathering for audits etc.
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.

What we offer

Hybrid working
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business.
We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area.
We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

Fulltime

Account Executive - Named Accounts, Banking and Wealth

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States

Salary:

117762.00 - 165000.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

Significant experience (10+ years of quota-carrying experience) in a new-revenue role
Strong track record of closing enterprise-level deals (5+ years focused on Financial Institutions) with large target customers
Strong prospecting, qualifying, and negotiating skills
Consultative sales approach with a product-centric mindset
Experience working with sales development and deploying a vertical focused revenue strategy
Interest in financial services products and a desire to create strategic relationships that help our customers succeed
Excitement to work in a high-growth environment and to help build processes and tools as needed
Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs

Job Responsibility

Identify potential customers and run the end-to-end sales process
Build and maintain relationships with enterprises, from executives to product teams and to developers
Work with our sales and marketing teams to define and execute our sales strategy

What we offer

Medical
Dental
Vision
401(k)
Equity
Commission

Fulltime

Associate Account Executive - Banking and Wealth

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States , New York

Salary:

73416.00 - 96600.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

1–3 years in Inside Sales, SDR/BDR, or junior AE roles
fintech or financial institution sales a plus
Comfort navigating multi-persona conversations with compliance, product, and technology stakeholders
Ability to manage a blend of self-owned deals and collaborative cycle support with senior sellers

Job Responsibility

Qualify inbound interest and proactively source new opportunities across banks, credit unions, and wealth platforms
Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening, ACH transfers, identity verification, and wealth aggregation
Own and close smaller deals (≤ $100K ARR) independently or with support from your manager and field AE
Manage full-cycle motions for lower-complexity sales, including scoping, pricing, negotiation, and contract execution
Partner with senior AEs on larger, multi-stakeholder deals
Assist senior AEs with early-stage qualification and strategy and qualification
Craft tailored value narratives for financial institutions and support product demonstrations
Provide structured, industry-specific feedback to Product, Risk, and GTM
Maintain accurate CRM data to support forecasting, especially for regulated-institution pipelines

Fulltime

Account Executive - Banking and Wealth

Plaid

Location:
United States , San Francisco

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 07, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Account Executive - Banking and Wealth

Business Support Manager

Account Executive - Banking and Wealth

Account Executive - Banking and Wealth

Associate Account Executive - Banking and Wealth

Associate Account Executive - Banking and Wealth / Enterprise

Analyst

Account Executive - Named Accounts, Banking and Wealth

Associate Account Executive - Banking and Wealth

Account Executive - Banking and Wealth

Plaid

Location:United States , San Francisco

Category:Sales

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 07, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Account Executive - Banking and Wealth

Business Support Manager

Account Executive - Banking and Wealth

Account Executive - Banking and Wealth

Associate Account Executive - Banking and Wealth

Associate Account Executive - Banking and Wealth / Enterprise

Analyst

Account Executive - Named Accounts, Banking and Wealth

Associate Account Executive - Banking and Wealth

Location:
United States , San Francisco

Category:
Sales

Contract Type:
Not provided

Job Posted:
January 07, 2026