Banking & Wealth Product Marketing Lead at Plaid

Imagine being part of a team that sits at the very heart of innovation, where we don't just launch products, we shape the future of how financial institutions interact with their clients. Our product marketing team is a group of curious, data-driven storytellers who believe that the best products are born from a deep understanding of human needs. We spend our days researching, testing, and refining our ideas to ensure we are delivering the right solutions to the right people. We are looking for someone who shares our passion for connecting complex financial technology with the real-world needs of banks and wealth management firms.

The opportunity

We are looking for a Banking & Wealth Product Marketing Lead to join us in a remote capacity. In this senior role, you will act as the primary authority on industry trends within the US banking and wealth management sectors. You will bridge the gap between market insights and product development, helping our teams transform raw ideas into mature, high-impact offerings. You will be a strategic partner to our sales, growth, and business development teams, ensuring that our positioning and go-to-market strategies consistently generate high-quality sales pipelines.

A day in the life

• You will take ownership of our business performance, regularly reporting on key metrics like ACV, ARR, and product adoption to guide our strategic direction.
• You will design and launch targeted experiments to improve engagement, conversion, and retention, using these tests to identify and confirm true product-market fit.
• You will partner closely with our demand generation and sales teams to create personalized campaigns that accelerate customer acquisition and drive successful cross-sell and upsell initiatives.

Who you are

You are a seasoned professional with at least 8 years of experience in product marketing or related fields, including 3 to 5 years specifically within the banking or wealth management industries. You possess a deep understanding of B2B economics, including metrics like LTV, CAC, and the conversion funnel from MQL to SQL. You are highly analytical, comfortable diving into data to evaluate ROI, and you have a proven ability to think strategically while navigating the ambiguity of a fast-moving environment. Proficiency in English is required, and while not mandatory, experience in product management, consulting, or driving partner revenue is a significant plus.

Why you'll love it here

We believe in empowering our team members to do their best work from wherever they feel most productive. By joining us, you will enjoy the flexibility of a fully remote work environment, allowing you to balance your professional ambitions with your personal life. You will be working alongside a talented group of individuals who value strategic thinking, creative problem-solving, and a collaborative spirit.