CrawlJobs Logo

Associate Account Executive - Banking and Wealth / Enterprise

United States, San Francisco 73416.00 - 96600.00 USD / Year · Job Posted January 07, 2026
Apply Position
Job Link Share

Job Description

We work with prospective customers to help them navigate and evaluate our solutions so that any business can become a fintech. We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. Plaid’s Banking & Wealth team partners with financial institutions to modernize digital banking, payments, and wealth experiences. As an Inside Sales Rep / Associate AE, you will drive early-stage pipeline, shepherd financial institutions through discovery, and own the closing process for smaller deals. You’ll collaborate closely with senior AEs, Solutions Engineering, and cross-functional partners to help banks, credit unions, and wealth platforms adopt Plaid’s connectivity, identity, payments, and data solutions.

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

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

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Associate Account Executive - Banking and Wealth / Enterprise

8 matching positions

Associate Account Executive - Banking and Wealth / Enterprise

We work with prospective customers to help them navigate and evaluate our soluti...
Location
Location
United States , Raleigh-Durham
Salary
Salary:
73416.00 - 96600.00 USD / Year
plaid.com Logo
Plaid
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right

Svp - Wealth Operations, Non-Financial Regulatory Reporting

The SVP - Wealth Operations, Non-Financial Regulatory Reporting is a key leaders...
Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of 15+ years of relevant experience in a large, complex, multinational financial services firm, with at least 7+ years in a senior managerial capacity leading teams
  • Deep subject matter expertise in Operations and Non-Financial Regulatory Reporting (e.g., COB, Records Management, etc.). Proven experience with the associated control frameworks, data lineage challenges, and regulatory landscape
  • Strong working knowledge of key Americas NFRR regimes (e.g., SEC: N‑PX, Rule 606/605
  • FINRA: CAT, CAIS
  • MSRB G‑14
  • TRACE
  • CFTC/Dodd‑Frank) with familiarity across global regimes that intersect with Wealth (e.g., MiFID/MiFIR, EMIR, FMIA, HKMA, SFC, MAS, CSSF, UAE Central Bank)
  • Proven record of achievement in leading large-scale transformation initiatives, driving process re-engineering, and implementing automation
  • Exceptional ability to think strategically, connect disparate ideas, and draw logic-based conclusions from complex datasets
  • Masterful communication, negotiation, and interpersonal skills, with the ability to influence and build consensus among senior stakeholders in a matrixed organization
Job Responsibility
Job Responsibility
  • Execute daily/weekly/monthly NFRR reporting obligations across Americas Wealth, including preparation, validation, reconciliation, control execution, and documentation
  • Ensure accuracy and completeness across key reporting domains: CAT, Rule 606/605, N‑PX, TRACE, MSRB G‑14, and other Wealth‑linked Americas reports
  • Support Wealth data inputs for global regulatory obligations (e.g., Dodd‑Frank/CFTC, Volcker, EMIR, MiFID/MiFIR, HKMA OTC reporting, SFC/HKMA surveys, MAS statistical reporting, CSSF reporting, CDDP6, UAE BRF-series, etc.)
  • Follow approved procedures with precision, updating workpapers, logs, calendars, and filing evidence to audit‑ready standards
  • Perform variance checks, exception reviews, population validation, control sign‑offs, and root‑cause analysis for identified issues
  • Maintain high‑quality, regulator‑ready reporting documentation, including lineage notes, validation results, and procedural references
  • Architect and deploy a best-in-class, unified regulatory reporting framework for the Americas, eradicating siloed ownership structures and creating an impermeable control environment
  • Champion the transformation of the function into Regulatory Intelligence & Strategy, using data-driven insights to provide senior leadership with predictive analytics and decision-making intelligence
  • Drive the execution of our 2026 strategic roadmap, ensuring all objectives, including the deployment of a robust control framework and the enhancement of data integrity, are delivered on time and to the highest standard
  • Act as a primary liaison with internal and external auditors and regulators, cultivating a culture of perpetual exam readiness and representing the firm with authority and credibility
  • Fulltime
Read More
Arrow Right

Private Banker Team Leader

The Private Banker Team Lead drives market strategy, leads hiring and talent dev...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must be CACS 1 & 2 certified
  • Regulated by MAS (Monetary Authority of Singapore)
  • Experience in driving market strategy, leading hiring and talent development, and managing team KPIs and sales performance
  • Experience in providing senior oversight of client activity and banker development
  • Experience in maintaining strong governance and risk discipline
  • Experience in cultivating a high‑performing, client‑centric team culture
  • Experience in establishing and nurturing profitable partnerships with corporate and individual clients
  • Experience in management of client relationships to identify financial goals, challenges, and risk tolerance
  • Experience in research and understanding of client's industry trends, regulatory landscape, and competitive environment
  • Experience in design of customised solutions
Job Responsibility
Job Responsibility
  • Drive market strategy
  • Lead hiring and talent development
  • Manage team KPIs and sales performance
  • Provide senior oversight of client activity and banker development
  • Maintain strong governance and risk discipline
  • Cultivate a high‑performing, client‑centric team culture
  • Ensure the team executes a focused and commercially aligned business plan
  • Establish and nurture profitable partnerships with both corporate and individual clients
  • Act as the bridge between the bank's offerings and clients' needs
  • Manage client relationships to identify financial goals, challenges, and risk tolerance
What we offer
What we offer
  • Structured hybrid working
  • Supportive and inclusive culture and environment
  • Opportunity to explore flexible working arrangements
  • Office designed to optimise well-being
  • Integrated live-work-play development with shops, restaurants, gyms
  • Great location in Marina Bay with convenient commute options and excellent views
  • Access to eco-friendly facilities like an eco-farm
  • Work in one of the wealthiest and safest cities in the world
  • Richly diverse, wholly inclusive environment
  • Commitment to inclusion and opportunities
  • Fulltime
Read More
Arrow Right
New

Planner and Purchaser

We are looking for an organised and proactive Planner and Purchaser to join our ...
Location
Location
United Kingdom , Wythenshawe
Salary
Salary:
30000.00 - 32000.00 GBP / Year
morson.com Logo
Morson Talent
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience in production planning, purchasing, procurement, or supply chain administration, ideally within a manufacturing environment
  • Good understanding of stock control, procurement processes, and material planning
  • Strong communication, negotiation, and supplier relationship management skills
  • Confident IT user with experience of ERP/MRP systems and Microsoft Excel
  • Excellent organisational skills with strong attention to detail
  • Ability to work under pressure and respond effectively to delays, shortages, or changing production requirements
Job Responsibility
Job Responsibility
  • Plan and maintain production and material schedules in line with customer demand and manufacturing requirements
  • Raise and manage purchase orders, ensuring accuracy of quantities, pricing, item details, and delivery dates
  • Monitor stock levels and inventory accuracy, taking action to prevent shortages or excess stock
  • Liaise with suppliers to confirm lead times, resolve supply issues, and maintain continuity of supply
  • Work closely with production, warehouse, operations, and finance teams to support efficient planning and purchasing activities
  • Review supplier performance relating to pricing, quality, and delivery, escalating risks where required
  • Support forecasting, material requirements planning, and schedule adjustments in response to changing demand or production issues
  • Maintain accurate information within ERP/MRP systems and produce reports on purchasing, stock, and supply performance
  • Fulltime
Read More
Arrow Right
New

Third Party Risk Analyst

A nationally recognized professional services organization is seeking a Third Pa...
Location
Location
United States , Westwood
Salary
Salary:
140000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience in Third Party Risk, Information Security, Cybersecurity, or Vendor Risk Management
  • Strong technical understanding of: SaaS and cloud security environments
  • API security concepts
  • Identity & Access Management (IAM)
  • Single Sign-On (SSO)
  • Encryption and key management
  • Vulnerability management
  • Security incident response processes
  • Experience conducting technical vendor security assessments
  • Ability to communicate complex security findings to technical and non-technical audiences
Job Responsibility
Job Responsibility
  • Conduct technical third-party/vendor risk assessments and security reviews
  • Evaluate SaaS platforms, cloud environments, APIs, and third-party technologies for security risk
  • Assess and review: IAM and SSO configurations
  • Encryption and key management practices
  • Vulnerability findings and remediation efforts
  • Security controls and architecture
  • Support incident response efforts involving third-party vendors when needed
  • Analyze vendor security documentation, audit reports, and risk questionnaires
  • Partner with internal teams to improve due diligence processes and vendor risk frameworks
  • Collaborate with stakeholders across multiple departments and geographic regions
What we offer
What we offer
  • Discretionary annual bonus
  • Medical, Dental, and Vision coverage
  • Flexible Spending Account (FSA)
  • 401(k)
  • Profit Sharing Plan
  • Fulltime
Read More
Arrow Right
New

Vice President of Marketing

80Twenty is a specialized marketing recruitment agency that connects high-growth...
Location
Location
United States , San Francisco Bay Area
Salary
Salary:
230000.00 - 300000.00 USD / Year
80twenty.com Logo
80Twenty
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven hands-on demand generation experience — you personally build, launch, and optimize campaigns, not just manage others who do
  • Startup experience is required — you have operated in fast-moving, resource-constrained environments and built pipeline from scratch
  • Strong B2B positioning and messaging skills, particularly for complex products sold to executive buyers — CEOs, CFOs, COOs, or similar
  • Demonstrated ability to create qualified pipeline, not just brand awareness or campaign volume
  • Player-coach experience — you can lead a small team while still doing the work directly
  • Bay Area local with the ability to work from office at least 2 days per week
Job Responsibility
Job Responsibility
  • Define positioning and messaging that translates our client's value into clear business outcomes for staffing executives — revenue recovery, billing accuracy, cash flow improvement, and margin protection
  • Build and run demand generation campaigns targeting staffing CEOs, CFOs, and COOs across outbound, content, events, ABM, executive thought leadership, and partner/channel
  • Launch campaigns and begin generating qualified pipeline
  • Create and own the marketing operating system — campaign calendar, metrics, reporting, messaging library, content pipeline, and agency/contractor leverage
  • Produce sales-ready collateral, website messaging, case studies, and customer stories that give the sales team what they need to convert
  • Work directly with the CEO and sales team to sharpen target account strategy and improve conversion from engagement to pipeline
  • Measure what matters — qualified pipeline created, target account engagement, and closed-won revenue influence
  • Assess the existing team and recommend next hires or contractor support as the function scales
What we offer
What we offer
  • generous equity
  • bonus
  • Fulltime
Read More
Arrow Right
New

Principal / Associate Town Planner

Morson Edge are currently working with a growing, design-led placemaking consult...
Location
Location
United Kingdom , Cardiff
Salary
Salary:
45000.00 - 55000.00 GBP / Year
morson.com Logo
Morson Talent
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • MRTPI qualified
  • 8-10+ years' planning experience, ideally within consultancy
  • Strong understanding of the UK planning system and policy framework
  • Proven project running and client management experience
  • Commercially aware with the ability to contribute to fee generation and business growth
  • Excellent communication, organisational and stakeholder management skills
  • Proactive, collaborative and confident working within a fast-paced consultancy environment
Job Responsibility
Job Responsibility
  • Lead and manage a range of planning projects across multiple sectors
  • Provide strategic planning advice and manage planning applications and appeals
  • Act as a key client contact and help develop new business opportunities
  • Manage project programmes, budgets and fee delivery
  • Work collaboratively with urban design and landscape teams to deliver integrated solutions
  • Represent clients at meetings, consultations and stakeholder engagements
  • Mentor and support junior members of the planning team
What we offer
What we offer
  • Salary between £45,000 - £55,000 depending on experience
  • Opportunity to join a growing, employee-focused consultancy
  • Collaborative and design-led working environment
  • Clear progression opportunities within an expanding team
  • Cardiff-based role with a primarily studio-based working culture and flexibility to work from home occasionally
  • Opportunity to work on nationally significant and high-profile projects
  • Fulltime
Read More
Arrow Right
New

Bank Teller

Location
Location
United States , Fresno
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 1 year of experience in customer-facing financial services, lending support, teller operations, or a similar role
  • Working knowledge of loan administration processes and routine transaction handling
  • Experience managing cash deposits, payments, and drawer balancing with strong attention to detail
  • Ability to maintain accurate records and perform cash applications and related account transactions
  • Strong customer service and communication skills with a detail-oriented and approachable demeanor
  • Understanding of confidentiality practices and compliance standards in a financial environment
Job Responsibility
Job Responsibility
  • Welcome members warmly and create a detail-oriented, helpful experience during each interaction
  • Process day-to-day account activity, including deposits, withdrawals, payment transactions, check cashing, and fund transfers, with a high level of accuracy
  • Reconcile and balance the assigned cash drawer at the close of business while maintaining complete and accurate transaction documentation
  • Listen to member inquiries, assess financial needs, and recommend suitable credit union services such as deposit products, electronic banking tools, and payment options
  • Protect sensitive member and account information by following established security and confidentiality standards
  • Address routine service concerns efficiently and escalate more complex issues to the appropriate team members when needed
  • Follow current credit union procedures, regulatory expectations, and service guidelines to ensure compliant daily operations
What we offer
What we offer
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right