Banking & Wealth Product Marketing Lead
Remote
Full Time
#Marketing
#Product Marketing
#Banking
#Economics
#LTV
#CAC
#SQL
#ROI Analysis
#Data Analysis
#Strategic Thinking
#Customer Acquisition
At Plaid, we are on a mission to unlock financial freedom for everyone. Since our founding in 2013, we have built a network that connects 12,000 financial institutions across the US, Canada, the UK, and Europe, powering the tools that millions of people use to manage their financial lives. We are looking for a Senior Banking & Wealth Product Marketing Lead to join our team on a full-time, remote basis. In this role, you will serve as the primary expert on industry trends within the banking and wealth management sectors, helping us shape the future of fintech by translating market insights into actionable product strategies.
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 by partnering with our sales and demand generation teams to execute personalized campaigns, identify sales barriers, and implement effective upsell and cross-sell strategies.
- Conduct and synthesize market research to provide data-backed product recommendations that directly influence our development roadmap.
Requirements
- At least 8 years of experience in product marketing or related marketing functions.
- 3 to 5 years of specific experience within the banking, wealth management, or closely related industries.
- A strong grasp of B2B economics, including metrics such as LTV, CAC, payback periods, and MQL to SQL conversion.
- Advanced analytical skills with the ability to evaluate ROI, manage dashboards, and interpret complex data sets.
- A strategic mindset that balances creative problem-solving with a bias for action in fast-paced, ambiguous environments.
- Preferred qualifications include an MBA, experience in consulting or product management, and a background in driving partner-based revenue.
What we offer
- The flexibility of a fully remote work environment.
- The opportunity to work with a diverse, mission-driven team dedicated to making the financial ecosystem more equitable.
- The chance to influence products that serve thousands of companies, including major financial institutions and Fortune 500 brands.
