Partnerships Account Manager, Banking & Wealth

Overview

Plaid's GTM Partnerships team unlocks "one to many" customer relationships with technology platforms to enable end customers to benefit from Plaid's solutions. Partnerships Account Manager, Banking & Wealth is aligned with revenue segments, supporting our banking and wealth partners.

In this role, you'll be the primary point of contact for Banking and Wealth platform partners and prospects looking to leverage Plaid in areas including payments, financial management, and consumer lending. You'll support partners across the lifecycle—from relationship building to integration, to first customer live, to scaling volumes and product expansion (upselling). You'll collaborate with internal and external stakeholders across functions (product, legal, engineering) to support our critical partners' businesses. Successful candidates have a blend of commercial skills, general business aptitude, and a track record driving cross-functional programs.

Responsibilities

• Business Development : Identify high potential partner prospects, build relationships, and support account executives with signing and onboarding of new partners.
• Partner management : Own all aspects of the partner relationship (business, product, growth strategy) with support from cross-functional teams (support, implementation).
• Partner growth and upselling : Elevate partner relationships through milestones—from completed integration to first customer live to scale, and ultimately selling additional products.
• Cross-functional collaboration : Work with product and implementation teams to enable continued growth of scaled partnerships, including sharing product feedback and scaling needs.

Qualifications

$1m+ ARR).

Salary, Benefits & Location

$140,160 – $209,280 per year base pay. The target base salary varies based on location. Additional compensation in the form(s) of equity and / or commission may apply. Plaid provides a comprehensive benefits plan including medical, dental, vision, and 401(k). Pay is based on factors such as scope and responsibilities, experience, skillset, and location. Pay and benefits are subject to change at any time in accordance with applicable plans.

Our geographic zones : Zone 1 – New York City and San Francisco Bay Area.

About Plaid & Equal Opportunity

Plaid is committed to unlocking financial freedom for everyone. We seek to build a diverse team of driven individuals who care deeply about a more equitable financial ecosystem. We encourage you to apply even if your experience doesn't fully match the job description. Plaid is proud to be an equal opportunity employer and values diversity. 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 identity, gender expression, transgender status, age, military or veteran status, disability, or other protected characteristics. We also consider qualified applicants with criminal histories consistent with laws. Plaid provides reasonable accommodations for candidates with disabilities in our recruiting process. If you need assistance, please contact accommodations@plaid.com. Please review our Candidate Privacy Notice here.

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