CrawlJobs Logo

Channel Business Development Manager - Banking and Wealth

United States, New York · Job Posted April 27, 2026
Apply Position
Job Link Share

Job Description

Plaid is looking for a Channel Business Development & Enablement Manager to help power growth through our partner ecosystem. In this role, you'll sit at the intersection of sales, marketing, and partnerships — working closely with partner GTM teams to drive pipeline, equip them with the tools and content they need to win, and ensure Plaid is the go-to choice for every relevant opportunity in a partner's book of business. You'll work in close partnership with senior members of the Partnerships and Sales teams, taking ownership of key workstreams while developing the skills to grow into a broader strategic partnerships sales or account management role over time.

Job Responsibility

  • Sales Enablement: Equip partner GTM teams with the training, content, and tools they need to effectively pitch and sell Plaid — including onboarding, ongoing education, and a library of sales assets like pitch decks and battle cards
  • Pipeline Development: Collaborate with partner sales teams to drive pipeline growth through targeted campaigns, outbound strategies, and co-selling support, while maintaining visibility into partner-sourced and influenced opportunities
  • Channel Management: Serve as the connective tissue between Plaid and its partner ecosystem — minimizing channel conflict, facilitating communication, and ensuring deal velocity is maintained across all partner relationships
  • Strategic Insights & Feedback: Act as the voice of the partner internally, surfacing patterns in objections, competitive dynamics, and product gaps to key stakeholders across Product, Marketing, and GTM teams

Requirements

  • 4 years of experience in inside sales, SDR/BDR, partnerships, sales enablement, or a related GTM role — fintech or financial services experience is a plus
  • Early track record of contributing to pipeline or revenue in a team-oriented sales environment
  • Strong written communication skills with an ability to translate product and technical concepts into clear, compelling narratives for sales audiences
  • Organized and detail-oriented — comfortable managing multiple workstreams, maintaining CRM hygiene, and producing accurate pipeline reports
  • Comfortable facilitating training sessions or enablement presentations in front of partner teams
  • Collaborative and eager to learn — comfortable supporting senior teammates while also taking ownership of defined work independently
  • Familiarity with the open banking, financial data, or payments ecosystem is a plus, but not required
  • Working knowledge of APIs or a curiosity to understand how Plaid works under the hood

Nice to have

  • Familiarity with the open banking, financial data, or payments ecosystem
  • Working knowledge of APIs or a curiosity to understand how Plaid works under the hood

Looking for more opportunities?

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

Similar Jobs for

Channel Business Development Manager - Banking and Wealth

8 matching positions

Product Manager

This role will lead the agenda for new payments initiatives, compliance and indu...
Location
Location
Hong Kong SAR , Kowloon
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience managing across multi-function and/or global business
  • comprehensive knowledge of payments products, digital payment channels and regulation
  • keen interest in the Future of Payments technology and open banking infrastructure
  • experience in process & control design, project management of global project
  • prior experience in Wealth Management or Private Banking preferred
  • fluency in written and spoken English is mandatory
Job Responsibility
Job Responsibility
  • Lead and shape the Payment product strategy across diverse client segments including Citigold, Citi Private Client and Citi Private Bank
  • own day-to-day product management for core Payment products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results
  • support product head to define, develop, and implement product strategies through analyzing customer behavior and preferences, competitive best practices, and product economics
  • serve as subject matter expert and has oversight over the client experience, product features and servicing processes
  • initiate, plan and manages initiatives throughout the entire project lifecycle working with cross-functional project teams within Citi and external partners
  • manage product approvals, define product requirements, create user stories, define acceptance criteria, oversee testing status, and post implementation activities
  • make recommendations based on regulatory changes, competition, consumer trends and market research
  • conduct competitive analysis to identify key opportunities that drive innovation, increase revenue and enhance the client experience
  • maintain effective risk management and controls, perform review of control procedures, work with control and risk partners to ensure adequate controls in place
  • promote risk and compliance awareness within Payment product team
What we offer
What we offer
  • Equal employment opportunity
  • professional growth
  • work-life balance
  • Fulltime
Read More
Arrow Right

Partner Development Manager- Banking & Wealth

We build long-term relationships to accelerate the growth and reach of Plaid’s p...
Location
Location
United States , New York
Salary
Salary:
Not provided
plaid.com Logo
Plaid
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right

Senior Salesforce Developer (Service Cloud & Financial Services Cloud)

We are seeking a highly skilled Senior Salesforce Developer with strong expertis...
Location
Location
India , Bengaluru
Salary
Salary:
Not provided
valtech.com Logo
Valtech
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of hands-on experience as a Salesforce Developer
  • Strong expertise in Service Cloud (Case Management, Omni-Channel, Service Console, Knowledge, Service Cloud Voice)
  • Experience working with Financial Services Cloud data model – including Person Accounts, Householding, Financial Accounts, and Relationship Groups
  • Proficiency in Apex, LWC, Visualforce, Triggers, SOQL, SOSL, and Salesforce APIs (REST, SOAP, Bulk, Streaming)
  • Experience with Declarative tools (Flows, OmniScripts, Process Builder)
  • Familiarity with Salesforce Integration Patterns (middleware, API-led, event-driven)
  • Experience in DevOps/CI-CD tools (Gearset, Copado, Git, Jenkins)
  • Understanding of Financial Services industry processes such as customer onboarding, servicing, dispute management, KYC, and compliance
  • Knowledge of banking, insurance, or wealth management operations is a strong plus
  • Strong problem-solving and analytical skills
Job Responsibility
Job Responsibility
  • Design, build, and customize Salesforce Service Cloud applications within the Financial Services Cloud instance
  • Develop and optimize Case Management, Service Console, Knowledge Base, Omni Channel Routing, and Service Cloud Voice features
  • Leverage FSC industry-specific data models (Households, Financial Accounts, Relationships, Client Data, etc.) to implement solutions that meet client needs
  • Build and maintain Lightning Web Components (LWC), Apex Classes, Triggers, Batch Jobs, and Integration Services
  • Create reusable technical components and ensure adherence to coding best practices
  • Work with FSC data structures (e.g., Person Accounts, Financial Accounts, Client Profiles) and customize to support service processes
  • Develop API-based integrations with core banking, insurance, wealth management, and third-party systems
  • Ensure data consistency, compliance, and security across service workflows
  • Implement workflow automation, Omni Scripts, and Flows for case resolution, service processes, and customer onboarding
  • Enable Einstein Bots, Service Analytics, and AI-powered recommendations where required
What we offer
What we offer
  • Flexibility, with remote and hybrid work options (country-dependent)
  • Career advancement, with international mobility and professional development programs
  • Learning and development, with access to cutting-edge tools, training and industry experts
  • Fulltime
Read More
Arrow Right

Solutions Architecture Lead

Citi Wealth is a unified wealth organization delivering holistic wealth manageme...
Location
Location
United States , Irving
Salary
Salary:
156160.00 - 234240.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience in large-scale financial services, preferably in Wealth Management or Investments
  • Expertise in enterprise architecture, investment platforms, digital servicing, and AI/ML technologies
  • Strong understanding of Generative AI, LLMs, RAG systems, and AI governance frameworks
  • Proven leadership experience managing teams, budgets, and complex portfolios
  • Excellent communication skills with ability to influence senior leaders
  • Strong analytical, prioritization, and decision-making capabilities
  • Bachelor’s degree required
  • Master’s degree preferred
  • Cloud Platforms: AWS, GCP, Azure (enterprise cloud adoption, multi-cloud strategy)
  • Containerization & Orchestration: Kubernetes, EKS/GKE/AKS, Docker
Job Responsibility
Job Responsibility
  • Lead architecture teams across Wealth Investments, Digital Servicing, and AI/ML platforms
  • Define multi-year architecture strategy aligned to business priorities
  • Own portfolio-level roadmaps covering investments, digital journeys, advisor tools, AI copilots, and omni-channel servicing
  • Architect and scale GenAI capabilities across Wealth
  • Lead design for platforms supporting portfolio construction, model portfolio management, managed accounts, and discretionary mandates
  • Own architecture for digital wealth and banking servicing
  • Establish and enforce architectural standards, design patterns, cloud practices, and AI/ML controls
  • Partner with senior leadership across Wealth Investments, Digital Servicing, Product, Operations, and Advisor organizations
  • Manage multiple architecture teams including hiring, performance management, budget planning, and talent development
  • Ensure compliance with Citi’s risk, cybersecurity, AI governance, data privacy, and model risk management standards
What we offer
What we offer
  • Discretionary and formulaic incentive and retention awards
  • 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
  • Fulltime
Read More
Arrow Right

Portfolio Lead

Zennify is seeking a skilled Portfolio Lead to join our team. This leader will h...
Location
Location
United States; Canada
Salary
Salary:
150000.00 - 300000.00 USD / Year
terazo.com Logo
Terazo
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3 or more years selling Salesforce solutions, preferably including Financial Services Cloud, Sales Cloud, Service Cloud, and Marketing Cloud
  • 5 to 10 or more years selling SaaS in the Financial Services market, including Wealth Management, Banking, Insurance, Investment, or related industries
  • Experience selling to both Mid Market and Enterprise accounts
  • Background working in a consulting environment
  • Ability to build assets from scratch, including roadmaps, sales materials, marketing content, and strategy solutions
  • Proven success working in a channel partnership sales model
  • Strong consultative sales skills and discovery methods
  • Ability to articulate ROI and build business cases for Salesforce
  • Track record of meeting and exceeding sales goals, with both individual and team focused mindset
  • Skilled at handling objections and creatively overcoming obstacles
Job Responsibility
Job Responsibility
  • Build and strengthen relationships with Salesforce license teams, and collaborate to engage new potential clients
  • Cultivate leads and source new opportunities within the Salesforce ecosystem, generating interest in Zennify as a premier Salesforce partner
  • Understand client business needs and goals
  • Serve as a trusted advisor and demonstrate the ROI of Salesforce solutions and Zennify’s ability to design and implement them
  • Lead and manage all phases of the sales cycle, including prospecting, qualification, project scoping, presentation development, SOW creation, and contract negotiation
What we offer
What we offer
  • Pawreavement & Pawternity Leave: Two days off of work if you bring a new furry friend home, and two days off of work if you have to say goodbye to one
  • Unlimited PTO
Read More
Arrow Right
New

Personal Banker SAFE Act - Bethesda Row De Novo Branch

The Bethesda Row Branch is a part of Citi's De Novo branches which are newly ope...
Location
Location
United States , Bethesda
Salary
Salary:
50600.00 - 70600.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-4 years of relevant experience
  • banking/finance, retail, or sales experience preferred
  • High school diploma or equivalent required
  • Bachelor's Degree preferred
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth
  • Excellent attention to detail
  • Strong integrity and professionalism
  • Proficient computer skills and banking technology skills
  • NMLS registration
Job Responsibility
Job Responsibility
  • Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities
  • Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale while delivering remarkable client experience
  • Represent Citibank as a brand ambassador, an expert on Citi's products and their benefits and an educator on digital innovations
  • Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins
  • maximize the effectiveness of these calls through appropriate planning and prioritization
  • Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs
  • Invest in personal development and provide peer mentoring as appropriate within the team
  • Digitally savvy
  • comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual)
  • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
What we offer
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
  • Fulltime
Read More
Arrow Right
New

Senior Marketing Manager

The Senior Marketing Manager will plan, execute and continuously improve B2C mar...
Location
Location
Bermuda
Salary
Salary:
Not provided
LOM Financial Group - Wealth Management
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 5 years' experience in marketing, ideally with exposure to financial services, fintech, wealth management, investment services or another regulated/professional services environment
  • Proven experience planning and delivering multi-channel B2C campaigns with measurable commercial outcomes
  • Strong digital marketing capability across email, web, social, content, paid or organic channels, campaign automation and performance reporting
  • Confident using analytics and reporting tools such as Google Analytics, Looker Studio, Power BI, CRM reporting, marketing automation platforms or similar tools
  • Ability to interpret data, identify patterns and convert analysis into clear recommendations for marketing action
  • Strong writing and editing skills, with the ability to adapt content for different audiences and channels
  • Understanding of brand, customer engagement, lead generation, campaign optimisation and client journey thinking
  • Awareness of compliance, reputational and approval considerations in financial services marketing
  • Commercially curious
  • Accountable
Job Responsibility
Job Responsibility
  • Lead end-to-end B2C campaigns across multiple channels, including digital, social, email, web, content, events and partner or referral activity where relevant
  • Translate business objectives into campaign plans with clear audiences, propositions, messages, timelines, owners and success measures
  • Manage campaign delivery from concept through to launch, monitoring, optimisation and post-campaign review
  • Ensure activity is practical, well-coordinated and designed to encourage client engagement, enquiries and conversion
  • Interrogate campaign, client, market and competitor data to understand what is working, what is not, and where LOM should focus its marketing effort
  • Define meaningful measures of success, track performance and produce clear reporting that explains the "so what" behind the numbers
  • Use insight to recommend changes to targeting, messaging, channel mix, content and budget allocation
  • Build a test-and-learn approach so that marketing decisions are evidence-led rather than assumption-led
  • Develop clear, compelling campaign messaging that reflects LOM's boutique, client-focused positioning and differentiates the firm from larger private banks and broader wealth platforms
  • Shape content across channels so that it is relevant, credible and action-oriented for target client segments
  • Fulltime
Read More
Arrow Right

Vp, Structured Products

The Vice President (VP) of Structured Products is responsible for designing, mar...
Location
Location
United States , West Des Moines; Chicago
Salary
Salary:
209091.00 - 388311.00 USD / Year
sammonsfinancialgroup.com Logo
Sammons Financial Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree in Finance, Economics, Mathematics, or related field
  • MBA or advanced degree
  • Experience in capital markets, structured products, derivatives, or defined outcome products
  • Experience working with institutional or wealth management clients
  • Broad financial services experience
  • Expertise in structured product design, derivatives, and capital markets
  • Strong financial acumen, including pricing, profitability, and risk management
  • Proven ability to build and manage client relationships
  • Strong presentation and communication skills
  • Strong project management and execution capabilities, with the ability to manage complex transactions and multiple stakeholders
Job Responsibility
Job Responsibility
  • Design and structure customized structured products
  • Develop new investment strategies and product structures to meet evolving client needs
  • Work with trading and quantitative teams to determine pricing, payoff structures, and hedging strategies
  • Identify and act as a primary liaison with institutional partnerships
  • negotiate arrangements and growing structured product sales
  • Partner with sales teams to originate structured product opportunities with financial advisors, institutional investors, wealth management platforms, and other key stakeholders
  • Present structured product strategies and educate clients on product mechanics, risks, and performance scenarios
  • Build and maintain relationships with structured product platform providers, Registered Investment Advisors (RIAs), broker-dealers, banks, and institutional investors
  • Evaluate market, credit, and liquidity risks associated with structured products
  • Ensure compliance with Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and internal risk management guidelines
What we offer
What we offer
  • Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
  • Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
  • Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
  • Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
  • Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
  • Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
  • An ownership culture that inspires
  • join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success
  • Fulltime
Read More
Arrow Right