CrawlJobs Logo

Associate Account Executive - Banking and Wealth

plaid.com Logo

Plaid

Location Icon

Location:
United States , New York

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

73416.00 - 96600.00 USD / Year

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
  • 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

Additional Information:

Job Posted:
January 15, 2026

Employment Type:
Fulltime
Job Link Share:

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

Briefcase Icon

Similar Jobs for Associate Account Executive - Banking and Wealth

New

Associate Account Executive - Banking and Wealth

We work with prospective customers to help them navigate and evaluate our soluti...
Location
Location
United States , San Francisco
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
  • 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

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
New

Associate Account Executive - Banking and Wealth

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
  • 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

Associate Account Executive - Banking and Wealth / Enterprise

We work with prospective customers to help them navigate and evaluate our soluti...
Location
Location
United States , San Francisco
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

Associate Account Executive - Banking and Wealth / Enterprise

We work with prospective customers to help them navigate and evaluate our soluti...
Location
Location
United States , New York
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

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...
Location
Location
Luxembourg , Bertrange
Salary
Salary:
275000.00 - 450000.00 EUR / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of experience
  • Extensive experience in providing investment advice and solutions as well as managerial experience
  • CFA, MBA degree or other advance degree a plus
  • Demonstrable track record in managing a business P&L
  • Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
  • Relevant qualifications and registrations for the country of employment
  • Bachelor's/University degree, Master's degree preferred
  • Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
  • the capacity to effectively engage and influence business partners and navigate through a complex global organization
  • and the ability to attract, develop and retain talent
Job Responsibility
Job Responsibility
  • Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
  • Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
  • Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
  • Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
  • Provide leadership as the “Face” of the Investments business to all clients in the region
  • Manages a large team of investment professionals including Investment Counsellors and Product Specialists
  • Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
  • Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
  • Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
  • In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets
  • Fulltime
Read More
Arrow Right
New

Business Studies Teacher

Justteachers are currently recruiting for a Business Studies teacher to work wit...
Location
Location
United Kingdom , Huntingdon
Salary
Salary:
Not provided
justteachers.co.uk Logo
justteachers
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Has Qualified Teacher Status and a good educational background including a good Honours Degree or equivalent
  • Can evidence both curricular and pastoral responsibilities
  • Understands and is committed to teaching standards
  • Has high personal standards in terms of attendance, punctuality and organising workload
  • Is an excellent communicator with great interpersonal skills
Job Responsibility
Job Responsibility
  • To teach challenging and enjoyable lessons across all key stages (KS4-5)
  • To work collaboratively within a vibrant department, confidently sharing new ideas, during staff meetings
  • Set goals that stretch and challenge pupils of all backgrounds, abilities, and dispositions
  • Be aware of pupils’ capabilities and their prior knowledge, and plan teaching to build on these
  • Encourage pupils to take a responsible and conscientious attitude to their own work and study
  • Fulltime
Read More
Arrow Right
New

Residential Child Care Worker

Are you looking for a role that specialises in children’s residential care, can ...
Location
Location
United Kingdom , St Helens
Salary
Salary:
12.75 - 13.53 GBP / Hour
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Highly responsible and accountable when it comes to safeguarding children and young people
  • A desire to pursue child care qualifications and training
  • A nurturing and caring nature
  • Patience and resilience, allowing you to form non-judgmental relationships
  • An active and supportive listener
  • A creative ability towards having fun and learning new skills
  • Excellent verbal and written communication skills
  • Proficient IT skills and experienced in using Microsoft packages
  • A full, valid UK manual driver's licence, (all homes have their own manual vehicles)
Job Responsibility
Job Responsibility
  • Ensure that our children and young people are cared for in every aspect of their lives, including keeping them safe from harm, supporting education, cooking, cleaning, and participating in fun activities
  • Support our care teams across several homes in the same area
  • Cover as many shifts as possible and carry out at least one shift, every four weeks, to remain in the role
What we offer
What we offer
  • Cash-back healthcare plan - Medicash
  • Paid annual leave for every hour worked (Full time equivalent is 28 days)
  • Employee referral scheme of £400 for every successful referral
  • Full in-depth introduction to Therapeutic Parenting
  • Cash back health care plan via Medicash, allows you to claim for dental and optical treatments, discounted gym memberships, 24/7 access to a GP, free access to counselling and much more
  • Blue Light Card – for store discounts
  • Free meals during working hours
  • A collaborative, considerate and progressive culture
  • Annual young people and employee awards ceremony
  • Costs covered for updating your disclosure certificate
  • Parttime
Read More
Arrow Right