Business Development Representative - Banking & Wealth

Role overview

Plaid builds financial infrastructure that helps developers and companies create better money experiences. Its network connects millions of people to financial products through integrations with thousands of institutions across the US, Canada, the UK, and Europe. The New Business team is focused on expanding Plaid’s reach across banking and wealth management organizations by helping more firms adopt modern financial technology.

In this position, you will support Plaid’s Banking & Wealth new business motion by identifying and engaging prospective customers such as banks, credit unions, wealth-tech platforms, and digital brokerages. The work calls for strong outbound sales ability, curiosity about fintech, and comfort speaking with stakeholders in traditional and modern financial services.

What you will do

• Partner with Account Executives on new-logo opportunities within the banking and wealth segments.
• Work with Marketing to share feedback on campaigns focused on Banking & Wealth and help shape outbound strategy.
• Research target accounts, build prospect lists, and run outbound outreach to decision-makers in digital banking, wealth management, and brokerage operations.
• Help new prospects understand Plaid’s products and answer questions related to account funding, investment data, and open banking connectivity.
• Spot promising sub-verticals such as credit unions, RIA platforms, and digital brokerages to expand revenue potential.

What Plaid is looking for

The ideal candidate brings customer focus, resilience, and a willingness to challenge existing approaches. You should be comfortable handling a high volume of customer interactions in a fast-moving environment and should be eager to grow a career in fintech sales.

• 1 to 3 years of experience in sales or pipeline development, ideally in SaaS or fintech.
• Experience leading senior-level conversations with banking and wealth management stakeholders.
• Ability to present Plaid’s value proposition and gauge buying interest across traditional and modern financial institutions.
• Comfort working under tight timelines and in a high-volume customer environment.
• Persistent, self-driven mindset with strong follow-through.
• Hands-on experience with Salesforce.com or another CRM platform.
• Background in customer-facing work and the ability to explain technical products clearly.
• Strong interest in financial services, market dynamics, and technical products, plus intellectual curiosity.
• Motivation to contribute in a high-growth setting and help build processes and tools when needed.
• Interest in becoming more technical and learning Plaid’s APIs, especially the Investments, Auth, and Identity products.

Compensation and benefits

Additional pay may include equity and/or commission depending on the final offer. Plaid also offers a comprehensive benefits package that includes medical, dental, vision, and a 401(k). Base pay is determined by several factors, including role scope, responsibilities, experience, skills, and location.

Compensation range: USD 91,995 to USD 106,971.

Equal opportunity and accommodations

Plaid is an equal opportunity employer and considers candidates without regard to protected characteristics such as race, color, national origin, ethnicity, religion, sex, sexual orientation, gender identity, gender expression, transgender status, age, military or veteran status, disability, or other legally protected status. The company also considers qualified applicants with criminal histories in line with applicable law.

If you need accommodations during recruiting because of a disability, you can request assistance at [email protected].

Additional information

Plaid’s mission is to unlock financial freedom for everyone, and the company welcomes applicants from a variety of backgrounds, including those whose experience may not match every qualification listed. Candidates are encouraged to apply if they believe they can contribute something unique to the team.

Additional compensation in the form of equity and/or commission depends on the role offered. Pay and benefits may change over time in line with applicable compensation or benefit plans. Candidates should also review the company’s Candidate Privacy Notice.