Partner Development Manager – Banking & Wealth
Plaid
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
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Salary
💰 $202,800 - $266,400 per year
About the role
- Develop and maintain a strategic prospecting plan to identify new partners critical to Plaid’s penetration of banking, wealth, and insurance verticals
- Establish and grow relationships with high-potential partners, identify partnership opportunities, secure buy-in, and represent Plaid as a thought leader at industry events
- Handle the end-to-end deal cycle for all new Banking & Wealth partners, and collaborate with direct B&W AEs and AMs on overlapping direct and partnership opportunities
- Work with the Banking & Wealth partnerships account management team to execute upsell and expansion opportunities across the existing partner base
Requirements
- 5–10 years of experience in business development, partnerships, or a related GTM role with demonstrated success signing new partners or closing complex deals; fintech or financial services experience is a plus
- Proven track record of sourcing, negotiating, and closing partnership or business development deals
- Strong written and verbal communication skills with the ability to craft compelling partnership proposals and present to senior executives
- Organized and detail-oriented, comfortable managing multiple deal cycles simultaneously while maintaining CRM hygiene and producing accurate pipeline reports
- Comfortable representing Plaid at industry events, conferences, and partner meetings as a thought leader
- Collaborative and self-directed, able to partner with direct sales teams on joint opportunities while independently owning the partner deal cycle
- Familiarity with the open banking, financial data, or payments ecosystem is a plus but not required
- Experience with complex, multi-stakeholder deal cycles involving both direct sales and partnership channels
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business developmentpartnershipsnegotiatingclosing dealsCRM managementpipeline reporting
Soft Skills
communicationorganizationaldetail-orientedcollaborativeself-directed