Banking & Wealth Product Marketing Lead at Plaid

At Plaid, our mission is to unlock financial freedom for everyone. We are building the infrastructure that powers the modern financial ecosystem, enabling millions of people to connect their accounts to the apps they rely on every day. By partnering with thousands of companies, including industry leaders like Venmo, SoFi, and Betterment, as well as major global banks, our network now spans 12,000 financial institutions across the US, Canada, the UK, and Europe. Since our founding in 2013, we have remained dedicated to making financial services more accessible, equitable, and efficient for all.

The role

We are looking for a Senior Banking & Wealth Product Marketing Lead to join our team on a full-time basis. This is a remote position open to candidates anywhere. In this role, you will serve as the primary authority on industry trends and the specific needs of banking and wealth management businesses. You will act as a strategic partner to our product, sales, and growth teams, translating market insights into actionable product plans and high-impact go-to-market strategies.

Core responsibilities

• Act as a business owner by monitoring and reporting on key performance metrics, including annual contract value, annual recurring revenue, and overall product adoption.
• Drive customer acquisition and revenue growth by partnering with our demand generation and sales teams to execute personalized cross-sell and upsell campaigns.
• Lead market research initiatives and synthesize findings into product recommendations that directly influence our roadmap and help us achieve product-market fit.

Skills and experience

To be successful in this role, you should bring a strong background in marketing and a deep understanding of the financial sector. We are looking for the following qualifications:

• At least 8 years of experience in product marketing or related marketing functions.
• Between 3 and 5 years of specific experience within the banking or wealth management industries.
• A firm grasp of B2B economics, including metrics like LTV, CAC, payback periods, and conversion funnels.
• Strong analytical skills with the ability to evaluate ROI, manage dashboards, and interpret complex data.
• A strategic mindset combined with a bias for action and the ability to thrive in fast-paced, ambiguous environments.
• Bonus points if you have experience in product management, consulting, or driving revenue through strategic partnerships.

Compensation and benefits

We are committed to supporting our team members both professionally and personally. As part of our commitment to flexibility, this role offers the following benefit:

• Remote work flexibility.

How to apply

We believe that strong qualifications come from a variety of backgrounds and lived experiences. If you are passionate about making the financial ecosystem more equitable and feel you have something unique to contribute to our mission, we encourage you to apply. We look forward to reviewing your application.