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

Account Manager - Banking and Wealth

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

Location

United States , San Francisco

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

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

Consulting Senior Manager, Banking, Risk and FSI

We are currently seeking a Consulting Senior Manager, Banking, Risk and FSI to j...

Location

United States , New York

Salary:

167500.00 - 279000.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business, Finance, Technology, or related field
6+ years consulting experience in banking, financial services, or fintech
Strong experience in banking, financial services, or fintech
Proven background in business development, growth strategy, account management, consulting, or client engagement
Deep understanding of banking domains such as retail banking, commercial banking, investment banking, payments, lending, risk, compliance, or wealth management
Experience working with large banks or financial institutions in the New York market is preferred
Ability to engage with C-level and senior executive stakeholders
Strong knowledge of digital transformation, cloud, data analytics, AI, automation, cybersecurity, and platform modernization
Excellent communication, negotiation, presentation, and stakeholder management skills
Proven ability to generate pipeline, influence deals, and deliver measurable business growth

Job Responsibility

Drive business growth and market expansion across banking and financial services accounts
Identify new revenue opportunities through digital transformation, technology modernization, data, cloud, AI, automation, and consulting-led solutions
Build and maintain strong relationships with senior banking executives, business stakeholders, and technology leaders
Develop account growth strategies, business acceleration plans, and client-specific value propositions
Partner with sales, delivery, consulting, product, and technology teams to create compelling solutions
Lead strategic discussions around banking operations, core banking modernization, payments, lending, risk, compliance, customer experience, and digital channels
Support proposal development, deal shaping, commercial models, and executive presentations
Track market trends, competitor activity, regulatory changes, and emerging banking technologies
Drive cross-sell and upsell opportunities across existing client portfolios
Ensure alignment between client objectives and business growth initiatives

What we offer

medical, dental, and vision insurance
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

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

Client Relationship Manager - Wealth Management

We are looking for a licensed Client Relationship Manager to support educators a...

Location

United States , Rye

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, business, economics, or a related discipline, or comparable relevant experience
Active financial services licenses such as Series 6 or 7, Series 63 or 66, and/or Life and Health Insurance licensure
At least 4 years of experience in financial services, banking, wealth management, or a closely related field
Demonstrated success managing and expanding client relationships through consultative service and trusted guidance
Hands-on experience with account opening, client onboarding, documentation handling, and service request processing
Strong understanding of retirement products, financial planning fundamentals, investment concepts, and industry regulations

Job Responsibility

Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities
Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution
Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions
Meet with prospective clients to assess retirement planning goals, explain available services, and build confidence in the advisory relationship
Lead new client setup by coordinating forms, account establishment, and required documentation for 403(b) participation
Partner with internal colleagues, advisors, and plan administrators to create a seamless experience from initial engagement through active account management
Evaluate client circumstances and present appropriate retirement and insurance-related solutions that align with individual goals and risk considerations
Educate clients on 403(b) plan provisions, contribution limits, employer-sponsored benefits, and other relevant planning concepts
Support retention and organic business growth by identifying additional services that match evolving client needs while maintaining a high standard of compliance
Keep licenses current and maintain precise records of account activity, transactions, and client communications in approved systems while adhering to applicable regulations

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

Internal Audit AVP - Private Bank and Wealth Management

Join us as an Internal Auditor at Barclays where you will play a pivotal role in...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Strong experience in risk-based auditing or risk/control preferably in Private Banking
Must have ACA qualification
Practical understanding of relevant regulatory environment
Experience of managing audits/driving initiatives in a relevant field
Proven track record of high performance in previous roles to include senior client management

Job Responsibility

Play a pivotal role in leading audits within the UK Private Bank and Wealth Management (PBWM) business division
Work collaboratively with others in BIA to develop strong independent Auditee relationships and conduct audit activity to provide independent assurance on the effectiveness of internal controls
Ensure that audits/assignments on a day-to-day basis are completed to a high standard in line with audit methodology
Support delivery of the PBWM Audit Plan
Support the development of audits aligned to the bank’s standards and objectives
Audit development and delivery support, including financial statements, accounting practices, operational processes, IT systems and risk management
Identification of operational risks to support the delivery of the Barclays Internal Audit (BIA) Audit Plan through risk assessments
Assessment of internal control effectiveness and their capability to identify and mitigate risk aligned to regulatory requirements
Communication of key findings and recommendations to stakeholders
Identification of regulatory news and industry trends/developments to provide timely insight and recommendations for best practice

What we offer

Cycle or run to work facilities
CoSpace drop-in co-working space
Wellness Suite with gym and exercise studios
Personal training sessions and massage therapy
Advanced trading floors
Opportunities to discuss flexible working arrangements

Fulltime

Wealth and Retail Fraud Risk 2nd LOD, Senior Vice President

Individuals in Fraud Risk establish and manage fraud risk policies, propose stra...

Location

United States , Getzville; Wilmington

Salary:

115840.00 - 173760.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
5-7+ years in or supporting Wealth or asset management businesses, product segments, or high net worth customer bases
Robust understanding of fraud risk, and broader operational risk management frameworks, industry standards, regulatory requirements, and risk mitigation practices
Demonstrated leadership in coordinating with business units and senior management to address fraud risk issues and implement solutions
Demonstrated track record of effectively assessing and managing competing priorities
Experience interacting with Regulators and Internal Audit
Previous experience working on complex firm-wide projects or processes
Effective leadership ability to credibly challenge and influence stakeholders
Comfortable in dynamic environments, capable of adapting to change while maintaining focus on risk management objectives
Ability to think strategically and align fraud risk management with organizational goals and regulatory obligations

Job Responsibility

Oversee the application of fraud risk policies, tools, and governance processes, creating sustainable solutions for minimizing losses resulting from failed internal processes, inadequate controls, and emerging risks related to fraud
Design and oversee the implementation of robust control measures to mitigate identified fraud risks
Independently assess fraud risks within the business, ensuring that the level of exposure to potential fraud risk is within the organization's acceptable risk appetite
Review and challenge the effectiveness of risk mitigation strategies and control measures implemented by the 1st line of defense
Build and maintain effective relationships with Business partners, establishing credibility by understanding the business, their needs, strategic priorities, and challenges
Provide strategic fraud risk advisory and support to the business and other stakeholders
Guide them in making informed decisions that consider the potential impacts and risks of fraud
Partner with key stakeholders to drive fraud risk management strategy in alignment with organizational objectives and risk appetite
Support independent oversight and assurance over the bank’s broader operational risk management frameworks, ensuring compliance with regulatory requirements and internal policies
Support internal and external audits and regulatory examinations, as applicable

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Select Country

Account Manager - Banking and Wealth

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Account Manager - Banking and Wealth

Account Manager - Banking and Wealth

Associate Account Executive - Banking and Wealth

Partner Development Manager- Banking & Wealth

Consulting Senior Manager, Banking, Risk and FSI

Risk And Controls Oversight Senior Lead - Retail And Wealth Risk

Client Relationship Manager - Wealth Management

Internal Audit AVP - Private Bank and Wealth Management

Wealth and Retail Fraud Risk 2nd LOD, Senior Vice President

Our AI answers in your language