Banking & Wealth Product Marketing Lead at Plaid

Plaid logo
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

Sign up to unlock quick summaries and profile fit assessments

At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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. #LI-Remote

The PMM team drives the ideation, research and testing for new products. We then launch them to broad awareness among our target customer personas, watching their usage, affirming and denying our key hypotheses with data. We draft growth and get well plans to drive adoption. The PMM team’s mission is to deliver the right product, to the right audience by crafting the right message, and telling our customer through the right channel.
In this role, you will have your ear to the market, being the single most authoritative voice on industry trends and needs of banks and wealth management businesses in the US. You will translate that insight into product plans and recommendations for our teams to turn into tests and mature into full products. You will guide these products during their nascency, working with customers and partners to make sure they’re solving issues customers care about and correcting our team’s course where necessary. You will craft positioning and narratives that will be taken to market via the go-to-market strategy you author resulting in high quality sales pipeline. You will do all of this as a servant leader and a trusted partner to sales, channel and growth marketing, strategic partnerships and business development.

Responsibilities
  • Be a business owner, reporting out on the state of our business, including our ACV, ARR and adoption
  • Accelerate customer acquisition through personalized campaigns driving cross-sell and upsell plans, identifying and overcoming barriers to sales, all in partnership with our demand gen and sales teams 
  • Regularly commission thoughtful research that is synthesized into product recommendations that are included into our roadmap
  • Propose, design and launch tests that drive engagement, conversion, retention and NPS to identify signs of product market fit
  • Collaborate effectively across design, account management, product marketing and content teams to create a cohesive customer experience


  • Qualifications
  • 8+ years in product marketing, or marketing roles
  • 3-5+ years in banking or wealth or applicable
  • Deep understanding of B2B economics such as LTV, CAC, payback period, MQL to SQL
  • Highly analytical – comfortable working with data, evaluating ROI, reviewing dashboards, clearly scoping data asks to technical counterparts, etc. 
  • Thoughtful strategic thinker with a bias for action and a creative mind; comfortable operating in a fast-moving environment with a high degree of ambiguity
  • Nice to have: Product management, MBA, consulting experience
  • Nice to have: Experience driving to and through partner revenue


  • 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 [email protected].
    Please review our Candidate Privacy Notice here.
    Plaid logo

    Plaid

    6 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 logo
    Plaid

    Account Executive - Banking and Wealth

    us flag
    US, CA, +2 more

    Hybrid

    Full Time

    #Sales

    #Banking

    #Financial Services

    #Negotiation

    #Consultative Sales

    #Pipeline Management

    #Product Knowledge

    Plaid logo
    Plaid

    Business Intelligence Analyst

    us flag
    United States

    Hybrid

    Full Time

    #Engineering

    #SQL

    #Tableau

    #Data Modeling

    #DBT

    #Predictive Analytics

    Plaid logo
    Plaid

    Business Intelligence Analyst - GTM

    us flag
    United States

    Hybrid

    Full Time

    #Engineering

    #SQL

    #Tableau

    #Data Modeling

    #DBT

    #Predictive Analytics

    Plaid logo
    Plaid

    Business Intelligence

    us flag
    United States

    Hybrid

    Full Time

    #Engineering

    #SQL

    #Data Modeling

    #Tableau

    #Data Analysis

    Plaid logo
    Plaid

    Event Marketing Manager

    Remote

    Full Time

    #Marketing

    #Event Management

    #Project Management

    #Data Analysis

    #Cross Functional Collaboration

    #Budgeting

    Discover similar jobs
    Newlawbusinessmodel logo
    Newlawbusinessmodel

    Marketing Manager

    Remote

    Full Time

    #Marketing

    #AI Tools

    #Data Analysis

    #Social Media

    #Campaign Management

    #Funnel Optimization

    #Content Strategy

    #Performance Marketing

    Truv logo
    Truv

    Lead Product Manager, Consumer Product

    Remote

    Full Time

    #Product

    #Fintech

    #Product Management

    #User Testing

    #Testing

    #Data Analysis

    #Stakeholder Management

    #Compliance

    #Technology

    AIP Connect logo
    AIP Connect

    Associate Recruitment Specialist

    Remote

    Full Time

    #Human Resources

    #Recruitment

    #Talent Acquisition

    #LinkedIn Recruiter

    #Search

    #Management

    #Talent Sourcing

    #Outreach

    #Data Analysis

    W
    Wrapbook

    Senior Product Manager

    Remote

    Full Time

    #Product Management

    #Fintech

    #SaaS

    #Product Strategy

    #Roadmap Planning

    #Collaboration

    #Data Analysis

    #SQL

    #AI Tools

    #Customer Insights

    #Technical Systems

    S
    Sui Foundation

    Senior Experiential Events Marketing Manager

    Remote

    Contractor

    #Marketing

    #Web3

    #Blockchain

    #Event Production

    #Project Management

    #Coordination

    #Creative

    #Budget Management

    #Operations

    #Collaboration

    #Stakeholder Management

    uConnect logo
    uConnect

    VP of Product and Partnerships

    Remote

    Full Time

    #Product Management

    #Education

    #Edtech

    #Roadmap Planning

    #Customer Research

    #Partnerships

    #Product

    #Data Architecture

    #Monetization

    #Jira

    #Figma

    #Agile Development

    I
    Inspiren

    Director of Product Management

    230k - 270k USD

    Remote

    Full Time

    #Product Management

    #Health Tech

    #AI

    #Hardware

    #Machine Learning

    #Product Strategy

    #Collaboration

    #Data Analysis

    #Discovery

    Resumedia logo
    Resumedia

    Copywriter Translator

    Remote

    Contractor

    #Marketing

    #Copywriting

    #Translation

    #Editing

    #SEO

    #Content

    C
    Chamber

    Provider Growth Account Executive

    Remote

    Full Time

    #Sales

    #Growth

    #CRM

    #Pipeline Management

    #ROI

    #Physician

    #Financial Acumen

    3E logo
    3E

    Account Manager

    130k - 170k USD

    Remote

    Full Time

    #Account Management

    #SaaS Sales

    #Regulatory Compliance

    #Customer Retention

    #Growth

    #Relationship Building

    #Salesforce

    #AI Tools

    #Data Analysis

    #Renewal Management

    #Consultative Sales

    Biofourmis logo
    Biofourmis

    Digital Health Executive

    Remote

    Full Time

    #Digital Health

    #Sales

    #Enterprise Sales

    #Salesforce

    #Territory Planning

    #ROI Analysis

    #Product Demonstrations

    #Stakeholder Engagement

    #Contract Negotiation

    #Monitoring

    #Economics

    AireSpring logo
    AireSpring

    Marketing Events Coordinator

    Remote

    Full Time

    #Marketing

    #Trade Shows

    #Event Coordination

    #Event Planning

    #Vendor Management

    #Logistics

    #Project Management

    #Email Marketing

    #Social Media

    #Marketing Campaigns

    Komodo Health logo
    Komodo Health

    Account Executive AVP Sales Commercial

    140k - 180k USD

    Remote

    Full Time

    #Sales

    #Life Sciences

    #Healthcare

    #Salesforce

    #Sales Strategy

    #Business Development

    #PowerPoint

    #AI Tools

    #Strategic Thinking

    #Communication Skills

    J
    Jump

    Product Manager & Designer

    Remote

    Full Time

    #Product Management

    #Design

    #Tech

    #Product Strategy

    #Product Design

    #Engagement

    #Ticketing Systems

    #Management

    #Operations

    #Customer Empathy

    Hello Heart logo
    Hello Heart

    Senior Product Manager

    165k - 190k USD

    Remote

    Full Time

    #Product Management

    #Health Tech

    #SaaS

    #AI Tools

    #Data Analysis

    #Cross Functional Collaboration

    #Market Analysis

    #Product Strategy

    #B2B2C

    #Prioritization

    #KPIs

    B
    Botanic Tonics

    Social Media Strategist

    Remote

    Full Time

    #Social Media

    #Marketing

    #Community Management

    #Social Media Strategy

    #Content Creation

    #Social

    #Influencer Management

    #Community Engagement

    #Paid Social

    #Analytics

    #Video Editing

    #Strategy

    #Partnerships

    Fieldbuddy logo
    Fieldbuddy

    Video Editor

    nl flag
    Netherlands

    6k - 6k USD

    Remote

    Internship

    #Marketing

    #SaaS

    #Content Creation

    #Video Editing

    #English

    #Market Research

    #Creative Thinking

    #Technology

    Cacheflow logo
    Cacheflow

    UX Designer

    Remote

    Full Time

    #UX Design

    #B2B SaaS

    #Product Design

    #Design Systems

    #Customer Research

    #Figma

    #Product Management

    Palantir logo
    Palantir

    Tech Fellowship - Frontier

    Remote

    Other

    #AI

    #Data Analysis

    #Foundry

    #AI Tools

    #Workflow Automation

    #Problem Solving

    #Communication

    Veeva logo
    Veeva

    Director of Product Marketing - Clinical Operations

    125k - 200k USD

    Remote

    Full Time

    #Product Marketing

    #Operations

    #Life Sciences

    #Content Creation

    #Team Leadership

    #Strategic Planning

    #Sales Enablement

    #Messaging

    #PowerPoint

    #Communication

    Your dream job awaits.

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