Account Executive - Banking and Wealth Job at Plaid (New York)

Senior Analyst

Step into the role of Senior Analyst, where you’ll take responsibility for clien...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Trade settlements, day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
Managing complete Trade lifecycle with execution, clearance, settlement and resolution
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams
Check work of colleagues within team to meet internal and stakeholder requirements
Provide specialist advice and support pertaining to own work area
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

Job Responsibility

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
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness
To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles

What we offer

Working flexibly
Hybrid working
A workplace of the future
Your wellbeing
More than just a workplace
Be you. Be valued. Belong
We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success

Fulltime

New

Account Executive - Banking and Wealth

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

Location

United States , San Francisco

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

New

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

New

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

New

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

New

Associate Account Executive - Banking and Wealth / Enterprise

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 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

New

Associate Account Executive - Banking and Wealth / Enterprise

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 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

IPB Assistant Relationship Manager

The IPB ARM (C10) is a developing professional role that applies specialty area ...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years relevant experience
ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
ability to problem solve and analyze data with demonstration of attention to detail
strong verbal and written communication skills
client facing experience
strong background and interest in the fields of operations and compliance
previous sales referral experience
knowledge of investments, banking, and credit products
US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days
bachelor's/university degree or equivalent experience

Job Responsibility

Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams
manage and execute client transactions with respect to business and individual banking, credit and investment products
ensure transactions are completed within audit and compliance standards as well as timely
take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers
enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
proactively arrange and participate in client visits and perform service quality check-in calls to clients
obtain banker/client appointments to build upon existing or establish new relationships
identify and document new business opportunities for referral to banker or product specialist
perform responsibilities through proficient use Citi applications

Fulltime

Account Executive - Banking and Wealth

Plaid

Location:
United States , New York

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 07, 2026

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