Partner Development Manager- Banking & Wealth

Responsibilities

• Strategy. Develop and maintain a strategic prospecting plan to identify new partners critical to Plaid’s penetration of banking, wealth, and insurance verticals
• Business Development. Establish and grow relationships with high-potential partners, identify partnership opportunities, secure buy-in, and represent Plaid as a thought leader at industry events
• New Partner Signing. 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
• Upsell Execution. Work with the Banking & Wealth partnerships account management team to execute upsell and expansion opportunities across the existing partner base

Qualifications

• 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

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.

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Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.