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, connecting millions of people to the apps and services they rely on every day. By partnering with thousands of companies, including industry leaders like Venmo, SoFi, and Betterment, as well as major global financial institutions, we make it seamless for users to manage their financial lives. Since our founding in 2013, we have grown into a global network covering 12,000 institutions, and we are looking for passionate individuals to help us continue shaping the future of fintech.

The role

We are seeking a Senior Banking & Wealth Product Marketing Lead to join our team on a full-time, remote basis. This is a high-impact position for an experienced professional who wants to serve as the primary authority on industry trends within the banking and wealth management sectors. You will bridge the gap between market needs and our product roadmap, ensuring we deliver meaningful solutions that solve real problems for our customers.

Core responsibilities

• Act as a dedicated 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 growth by developing personalized campaigns and identifying strategies to overcome sales barriers in collaboration with our demand generation and sales teams.
• Lead market research initiatives and synthesize those findings into actionable product recommendations that directly influence our development roadmap.

Skills and experience

To be successful in this role, you should possess the following qualifications:

• 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 industries.
• A strong grasp of B2B economics, including metrics like LTV, CAC, and MQL to SQL conversion rates.
• High analytical proficiency, with the ability to evaluate ROI, manage dashboards, and interpret complex data sets.
• A strategic mindset that balances creative thinking with a bias for action, especially when navigating ambiguous or fast-paced environments.
• Prior experience in product management, consulting, or driving partner-led revenue is considered a plus.

Compensation and benefits

We believe in supporting our team members through flexible work arrangements. This position is fully remote, allowing you to contribute to our mission from anywhere.

How to apply

We are committed to building a diverse team of driven individuals who are passionate about making finance more equitable. We recognize that talent comes from many different backgrounds, so we encourage you to apply even if your experience does not perfectly align with every requirement listed here. If you are ready to help us build the future of fintech, please submit your application through our official portal.