Partner Development Manager- Banking & Wealth at Plaid

Team: Partnerships

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.

Plaid’s GTM Partnerships team unlocks “one to many” customer relationships with technology platforms to allow more end customers and consumers to benefit from Plaid’s solutions. Partner Development Managers are aligned with specific revenue segments, in this case supporting our banking and wealth partners.

The Partner Development Manager is responsible for driving deal execution and cross-functional orchestration of strategic opportunities in the Banking, Wealth and Insurance segments. The Partnerships Development Manager will source opportunities and manage long, complex cycles with multiple stakeholders, navigating competitive dynamics and articulating Plaid’s differentiated value proposition.

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

Partner Development Manager- Banking & Wealth

Company

Location

Type

Job Description

Responsibilities

Qualifications

Explore More

Date Posted

Views

Similar Jobs

Senior Manager, Commercial Strategy - Payment Performance - Adyen

Web Marketing Lead - Plaid

Web Marketing Lead - Plaid

Infrastructure Security Engineer - Modal

Security Field Engineer - Modal

Security GRC Specialist - Modal

Browse By Category

Browse By Location

Browse By Company

Free Tools

Popular Searches

Resources