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

Account Manager - Banking and Wealth

We partner with customers to help them build and scale the best applications on ...

Location

United States , New York

Salary:

115200.00 - 136320.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

3+ years of quota carrying account management experience
ideally with large enterprise organizations
Ability to collaborate closely with Plaid’s technical team to ensure customer launches are timely and successful
previous B2B technology experience is a strong plus
Deep customer empathy and desire to see our customers succeed
Ability to quickly understand new technologies and become a subject matter expert in Plaid’s APIs in order to convey complex information simply to our customers
Interest in financial services and technical products
grit, enthusiasm, and a high degree of intellectual curiosity
Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed
Adaptable and capable of working with all types of people and roles to build long-lasting relationships

Job Responsibility

Own the overall relationship with our banking, wealth, and insurance customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
Manage partnership, commercial, and technical topics
develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue
Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals
Be a strategic advisor and product consultative guidance on Plaid and industry best practices as customers build and scale their applications
Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights
partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s
Partner and collaborate with internal cross-functional counterparts such as Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering, Product, and Business Operations

What we offer

medical, dental, vision, and 401(k)

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

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

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

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

Partner Development Manager- Banking & Wealth

We build long-term relationships to accelerate the growth and reach of Plaid’s p...

Location

United States , New York

Salary:

Not provided

Plaid

Expiration Date

Until further notice

Requirements

5–10 years of experience in business development, partnerships, or a related GTM role with demonstrated success signing new partners or closing complex deals
fintech or financial services experience is a plus
Proven track record of sourcing, negotiating, and closing partnership or business development deals
Strong written and verbal communication skills with the ability to craft compelling partnership proposals and present to senior executives
Organized and detail-oriented, comfortable managing multiple deal cycles simultaneously while maintaining CRM hygiene and producing accurate pipeline reports
Comfortable representing Plaid at industry events, conferences, and partner meetings as a thought leader
Collaborative and self-directed, able to partner with direct sales teams on joint opportunities while independently owning the partner deal cycle
Familiarity with the open banking, financial data, or payments ecosystem is a plus but not required
Experience with complex, multi-stakeholder deal cycles involving both direct sales and partnership channels

Job Responsibility

Develop and maintain a strategic prospecting plan to identify new partners critical to Plaid’s penetration of banking, wealth, and insurance verticals
Establish and grow relationships with high-potential partners, identify partnership opportunities, secure buy-in, and represent Plaid as a thought leader at industry events
Handle the end-to-end deal cycle for all new Banking & Wealth partners, and collaborate with direct B&W AEs and AMs on overlapping direct and partnership opportunities
Work with the Banking & Wealth partnerships account management team to execute upsell and expansion opportunities across the existing partner base

Fulltime

Risk And Controls Oversight Senior Lead - Retail And Wealth Risk

As a Risk & Controls Oversight Lead - Retail & Wealth Risk, you’ll be responsibl...

Location

United Kingdom , London; Northampton

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Good understanding of Retail Banking Customer Journeys to identify and manage associated risks and controls
Ability to balance risk management with business goals when defining Risk Appetite, and effectively influencing or negotiating with stakeholders on risk acceptance
Be able to conduct active deep dives and Risk assessments for active Risk management
Well-versed in market trends, competitor activities, and the broader risk environment, with the ability to use this knowledge to enhance internal controls
Having gravitas and experience in influencing senior stakeholders including Managing Director level
Ability to design and implement the Risk strategy in line with the Overall Vision of BUK Customer and Digital function
Deep understanding of market trends, competitor activities, and the broader risk environment, using this knowledge to drive continuous improvements in internal controls
Subject Matter Expertise and experience of delivering transformation and change in Risk management

Job Responsibility

Overseeing risk and control across Retail customers being referred for Investment and Wealth products
ensuring that key risks are effectively identified, understood, and managed
maintaining a great focus on customer outcomes
helping to prevent issues such as mis-selling, poor advice, unresolved complaints, and inconsistent delivery of Consumer Duty expectations
assessing risks linked to product suitability and proposition design
ensuring products are appropriate for their target audience and deliver fair value
supporting the management of advice boundary and referral risks
ensuring clear and effective controls are in place across Barclays UK (BUK) – Prive Bank and Wealth Management (PBWM) interactions and that the distinction between guidance and advice is maintained
oversight of sales and distribution practices
monitoring risks related to incentivisation and ensuring consistency across digital, telephony, and branch channels

What we offer

Hybrid working
flexible working arrangements
inclusion and opportunities
Wellness suite including gym and exercise studios
personal training sessions and massage therapy
cycle hire and parking areas
showering and changing facilities
CoSpace drop-in co-working space

Fulltime

Associate Wealth Banking Specialist (SAFE)

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking,...

Location

United States , Deerfield

Salary:

66000.00 - 100000.00 USD / Year

Wells Fargo

Expiration Date

June 16, 2026

Requirements

6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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Account Manager - Banking and Wealth

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