Banking & Wealth Product Marketing Lead at Plaid

Plaid logo
Plaid

Banking & Wealth Product Marketing Lead

Remote

Full Time

#Marketing

#Product Marketing

#Wealth Management

#Economics

#Data Analysis

#Customer Acquisition

#Product Management

#Strategic Thinking

#Campaign Management

#Market Research

#Product

#Sales

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

    7 views

    0 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
    Valiantys logo
    Valiantys

    Account Manager

    de flag
    Germany

    Remote

    Full Time

    #Sales

    #IT

    #Account Management

    #Sales Strategy

    #Upselling

    #Cross Selling

    #Forecasting

    #CRM

    #Presentation Skills

    Newlawbusinessmodel logo
    Newlawbusinessmodel

    Marketing Manager

    Remote

    Full Time

    #Marketing

    #AI Tools

    #Data Analysis

    #Social Media

    #Campaign Management

    #Funnel Optimization

    #Content Strategy

    #Performance Marketing

    RouteThis logo
    RouteThis

    Enterprise Business Development Lead

    63k - 100k USD

    Remote

    Full Time

    #Sales

    #Business Development

    #Account Based Selling

    #Prospecting

    #Sales Enablement

    #Pipeline Generation

    #Project Management

    L
    LeanData

    GTM Engineer (Data & AI)

    Remote

    Full Time

    #Sales

    #Revenue Operations

    #Data Engineering

    #AI

    #Workflow Automation

    #Data Warehousing

    #API Integration

    #Orchestration

    Truv logo
    Truv

    Lead Product Manager, Consumer Product

    Remote

    Full Time

    #Product

    #Fintech

    #Product Management

    #User Testing

    #Testing

    #Data Analysis

    #Stakeholder Management

    #Compliance

    #Technology

    S
    Spacedomemediagmbh

    E Commerce Sales Assistant

    Remote

    Full Time

    #Sales

    #E Commerce

    #Outreach

    #Copywriting

    #Customer Support

    U
    UNION

    Sales Engineer

    Remote

    Full Time

    #Sales

    #Infrastructure

    #Machine Learning

    #Data Processing

    #MLOps

    #PyTorch

    #TensorFlow

    #Spark

    #Flink

    #AWS

    #GCP

    #Azure

    #Terraform

    #Docker

    #Kubernetes

    T
    Terra Quantum

    Security Sales Lead

    Remote

    Full Time

    #Cybersecurity

    #Sales

    #Enterprise Sales

    #Business Development

    #Pipeline Generation

    #Cryptography

    #Relationship Building

    #Outbound Prospecting

    #Engagement

    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

    Glooko logo
    Glooko

    Strategic Account Director

    Remote

    Full Time

    #Sales

    #Enterprise Sales

    #Integration

    #Management

    #HL7 FHIR

    #RFP

    #Relationship Building

    #Data

    #Problem Solving

    S
    Send

    Enterprise Business Development Representative

    65k - 75k USD

    Remote

    Full Time

    #Insurtech

    #Sales

    #Business Development

    #B2B SaaS

    #CRM Systems

    #HubSpot

    #Lead Generation

    #Prospecting

    #LinkedIn Sales Navigator

    #Outbound Sales

    #Pipeline Development

    L
    Limble

    Sales Development Representative

    80k - 80k USD

    Remote

    Full Time

    #Sales

    #Outbound Sales

    #Prospecting

    #Outbound Calling

    #Outreach

    #CRM Management

    #Lead Qualification

    #Critical Thinking

    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

    Planner 5D logo
    Planner 5D

    AI Moderator

    Remote

    Contractor

    #Product

    #Support

    #AI

    #Attention To Detail

    #Research

    #English

    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

    GoFundMe logo
    GoFundMe

    Account Executive, Mid-Market

    134k - 201k USD

    Remote

    Full Time

    #Sales

    #SaaS

    #B2B Sales

    #SaaS Sales

    #Pipeline Management

    #MEDDICC

    #Salesforce

    #Outbound Sales

    #SalesLoft

    #LinkedIn Sales Navigator

    #Negotiation

    #Forecasting

    TheSparkGroup logo
    TheSparkGroup

    Senior Paid Digital Strategist

    Remote

    Full Time

    #Digital Marketing

    #Social

    #Advertising

    #Campaign Management

    #Data

    #Reporting

    A
    Anteelo

    UI/UX Designer

    Remote

    Full Time

    #Technology

    #UI Design

    #UX Design

    #Wireframes

    #Market Research

    Portcast logo
    Portcast

    Account Executive

    us flag
    United States

    Remote

    Full Time

    #Logistics

    #Sales

    #SaaS

    #B2B Sales

    #Enterprise Sales

    #Pipeline Management

    #Lead Generation

    #CRM Tools

    #Account Management

    Avive Solutions logo
    Avive Solutions

    Account Manager

    80k - 150k USD

    Remote

    Full Time

    #Sales

    #Healthcare

    #Public Safety

    #Cold Calling

    #Lead Generation

    #Pipeline Management

    #Closing

    #CRM

    #Salesforce

    #Gong

    #ZoomInfo

    #Outbound Prospecting

    Your dream job awaits.

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