Plaid

Banking & Wealth Product Marketing Lead

Remote

Full Time

#Marketing

#Product Marketing

#Economics

#Data Analysis

#ROI

#Strategic Thinking

#Product Management

#Consulting

Plaid is looking for a Banking & Wealth Product Marketing Lead

Full Time Senior Remote Marketing Product Marketing Economics Data Analysis ROI Strategic Thinking Product Management Consulting English Remote work

We are looking for a Senior Banking & Wealth Product Marketing Lead to join our team and help us advance our mission of unlocking financial freedom for everyone. Plaid powers the essential tools that millions of people use to manage their financial lives, connecting thousands of companies like Venmo, SoFi, and Betterment to a vast network of 12,000 financial institutions across the globe.

Responsibilities

Act as a business owner by reporting on key metrics such as ACV, ARR, and overall product adoption.
Drive customer acquisition by partnering with our sales and demand generation teams to execute personalized cross-sell and upsell strategies.
Conduct and synthesize market research to provide actionable product recommendations that influence our roadmap.
Design and launch experiments aimed at improving engagement, conversion, retention, and NPS to validate product market fit.
Work cross-functionally with design, account management, and content teams to ensure a seamless and cohesive customer experience.

Must-haves

At least 8 years of experience in product marketing or related marketing functions.
3 to 5 years of specific experience within the banking or wealth management sectors.
Strong grasp of B2B economics, including LTV, CAC, payback periods, and MQL to SQL conversion funnels.
Highly analytical mindset with the ability to evaluate ROI, manage dashboards, and scope data requirements for technical teams.
Strategic thinker who balances a creative approach with a bias for action in fast-paced, ambiguous environments.
Fluency in English.

Nice-to-haves

Background in product management, consulting, or an MBA.
Proven experience in driving revenue through and with strategic partners.

Benefits

Fully remote work environment.

Plaid

7 views

1 applied

Company Size

501-1000

Markets

Financial Services

Finance

Banking

Social Media

Visit Plaid

Share this job

Copy Permalink

Open roles at Plaid

Plaid

Account Executive - Banking and Wealth

US, CA, +2 more

Hybrid

Full Time

#Sales

#Banking

#Financial Services

#Negotiation

#Consultative Sales

#Pipeline Management

#Product Knowledge

Plaid

Business Intelligence Analyst

United States

Hybrid

Full Time

#Engineering

#SQL

#Tableau

#Data Modeling

#DBT

#Predictive Analytics

Plaid

Business Intelligence Analyst - GTM

United States

Hybrid

Full Time

#Engineering

#SQL

#Tableau

#Data Modeling

#DBT

#Predictive Analytics

Plaid

Business Intelligence

United States

Hybrid

Full Time

#Engineering

#SQL

#Data Modeling

#Tableau

#Data Analysis

Plaid

Event Marketing Manager

Remote

Full Time

#Marketing

#Event Management

#Project Management

#Data Analysis

#Cross Functional Collaboration

#Budgeting

Discover similar jobs

GROWE

Middle Data Analyst

Remote

Full Time

#Analytics

#Business Intelligence

#SQL

#Tableau

#DBT

#Python

#Git

#Data Analysis

#Dashboard Development

#Metrics

GreenCell1

Country Sales Manager

Remote

Full Time

#Business Development

#Sales

#B2B Sales

#Market Analysis

#Negotiation

#Customer Acquisition

#Fulfillment

#Marketing

Colibrigroup

Content Marketing Manager, Professional Learning & Growth

Remote

Full Time

#Education

#Marketing

#Content Marketing

#Project Management

#Email Marketing

#Analytics

#Content Management

Quantummetric

Solutions Engineer

Remote

Full Time

#Sales

#Solutions Engineering

#JavaScript

#HTML

#CSS

#ROI

#Enterprise Sales

#Technical Architecture

#Stakeholder Management

Voxie Inc

Sales Engineer

110k - 150k USD

Remote

Full Time

#Product

#Sales

#Marketing

#APIs

#Webhooks

#Zapier

#Marketing Automation

#AI Tools

#Documentation

#Project Management

Voltus

Director of Product Marketing

US, CA

Remote

Full Time

#Marketing

#Sales Operations

#Product Marketing

#Product Positioning

#Sales Enablement

#Storytelling

#AI Tools

Arbitalhealth

Events & Experiences Manager

Remote

Full Time

#Go To Market

#Marketing

#Event Planning

#Project Management

#Vendor Management

#Budget Management

#Communication

#Problem Solving

Instruqt

Strategic Business Development Representative

Remote

Full Time

#Marketing

#Sales

#Salesforce

#Outreach

#LinkedIn Sales Navigator

#ZoomInfo

#Apollo

proGroupX

Email Operations Specialist

Remote

Full Time

#Marketing

#Email Marketing

#Deployment

#Lead Generation

#A B Testing

#Optimization

#Campaign Management

#QA

Hedgehog1

Technical Marketing Engineer and Writer

Remote

Full Time

#Sales

#Marketing

#AI

#Network Engineering

#Technical Writing

#Production

#Documentation

#LLM

#GitOps

#HubSpot

Form Health

Senior Product Manager

150k - 180k USD

Remote

Full Time

#Product

#Healthcare

#Product Management

#AI

#Workflow Design

#API Integration

#Collaboration

#User Research

#Sprint Planning

#Change Management

Appinio

Growth Marketing Manager

Spain

Remote

Full Time

#Marketing

#B2B

#Market Research

#Account Based Marketing

#Demand Generation

#Pipeline Management

#Event Marketing

#Sales

Lumen Energy

Founding Product Manager

172k - 215k USD

Remote

Full Time

#Technology

#Clean Energy

#Real Estate

#Product Management

#User Research

#Roadmap Planning

#AI Tools

#UX Design

#Stakeholder Management

#Written Communication

#Marketplace

Trafilea

TikTok Shop Manager

Remote

Full Time

#Marketing

#E Commerce

#TikTok

#Affiliate Marketing

#Management

#Performance Marketing

#Data Analysis

Jitterbit

Junior Marketing Specialist

Remote

Full Time

#Marketing

#Performance Marketing

#HubSpot

#Salesforce

#Google Ads

#LinkedIn

#PPC

#Paid Social

#Email Marketing

#Marketing Automation

#Campaign Management

#Reporting

Zennify

Talent Community - Sales

Remote

Full Time

#Sales

#Consulting

#Salesforce

#MuleSoft

#Twilio

#Databricks

NextSense

ML Research Scientist

Remote

Full Time

#Research

#Neuroscience

#Machine Learning

#Signal Processing

#Statistical Analysis

#Data Analysis

#Algorithm Development

Viome

Senior Product Manager, Consumer

Remote

Full Time

#Product

#Product Management

#Jira

#User Research

#Subscription Products

#Mobile Apps

#Writing

#Analytics

#UX Design

Attain1

AI Engineering Contractor

Remote

Contractor

#Technology

#Artificial Intelligence

#Python

#Engineering

#Data Analysis

#iOS

#SQLite

#Machine Learning

ABC Legal Services

Product Manager

110k - 120k USD

Remote

Full Time

#Legal

#Risk Management

#Technology

#Product Management

#API Development

#Mobile Development

#Web Development

#Data Analysis

#Agile

#SAFe

#AI

#Writing

#Coordination

Your dream job awaits.

Explore exciting opportunities, connect with top employers, and ignite your career.

Explore Jobs

Related Resources

Marketing Salary Guide

Compensation data for Marketing roles

Marketing Job Market

Hiring trends and demand for Marketing

Marketing Interview Prep

Practice questions for Marketing interviews

Product Marketing Salary Guide

Compensation data for Product Marketing roles

Product Marketing Job Market

Hiring trends and demand for Product Marketing

Product Marketing Interview Prep

Practice questions for Product Marketing interviews

Banking & Wealth Product Marketing Lead at Plaid