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Plaid

Partner Development Manager – Banking & Wealth

Plaid

Partner Development Manager responsible for driving strategic partnerships in banking and wealth sectors for Plaid. Sourcing opportunities and managing complex deal cycles with multiple stakeholders.

Posted 4/20/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $202,800 - $266,400 per yearWebsite

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Benefits

Comp & perks
  • 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Plaid Website LinkedIn All Job Openings 501 - 1000 employees Founded 2013 💳 Fintech 💸 Finance 🔌 API Fintech
  • Finance
  • API Plaid is a financial technology company that provides a suite of products designed to improve the efficiency and security of digital finance operations. Plaid's offerings include solutions for payments, fraud prevention, personal finance insights, and credit underwriting. They enable users to instantly link financial accounts, facilitate real-time financial data access, and support digital banking through intuitive APIs. Plaid serves a wide variety of use cases, including lending, wealth management, and business finances. With a strong network, Plaid connects to over 12,000 financial institutions, enabling secure financial data sharing and enhancing customers' ability to manage financial connections efficiently. Partner Development Manager – Banking & Wealth 🔥 2 minutes ago 🏢🏡 New York City – Hybrid 💵 $202.8k - $266.4k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
  • 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Partner Development Representative – Reseller 🕒 4 days ago Ramp 501 - 1000 💳 Fintech 💸 Finance 🏢 Enterprise Website LinkedIn All Job Openings Reseller Partner Development Representative at Ramp sourcing new partners to accelerate growth in the reseller channel. Defining and scaling reseller acquisition motions in a builder role. 🏢🏡 New York City – Hybrid 💵 $110k - $120k / year 💰 $15M Series C on 2012-09 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner 🦅 H1B Visa Sponsor Associate Account Partner – Consumer Packaged Goods 🕒 April 11 Salesforce 10,000+ employees ☁️ SaaS 🤝 B2B 🤖 Artificial Intelligence Website LinkedIn All Job Openings Associate Account Partner driving customer success through consultative sales in Professional Services at Salesforce. Identify opportunities and deliver strategic solutions to maximize customer value. 🏢🏡 New York City – Hybrid 💵 $64.9k - $86.9k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🤝 Client Partner 🦅 H1B Visa Sponsor Senior Client Partner 🕒 April 1 Kraken 201 - 500 ⚡ Energy ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Client Partner leading strategic relationships with large utility and energy clients at Kraken. Focused on technology, transformation, and sustainability in energy sector. 🏢🏡 New York City – Hybrid 💵 $200k - $220k / year ⏰ Full Time 🟠 Senior 🤝 Client Partner Strategic Client Partner 🕒 March 28 Causaly 51 - 200 🤖 Artificial Intelligence 🧬 Biotechnology 💊 Pharmaceuticals Website LinkedIn All Job Openings Strategic Client Partner driving revenue growth in global pharma sector. Serving as a trusted advisor while managing top enterprise accounts and leading strategic initiatives. 🏢🏡 New York City – Hybrid 💵 $350k - $400k / year 💰 Venture Round on 2022-10 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner Business Travel Accident Client Manager 🕒 March 25 AIG 10,000+ employees 🤝 B2B 💸 Finance ⚕️ Healthcare Insurance Website LinkedIn All Job Openings BTA Client Manager at AIG responsible for executing sales strategies and managing relationships with multinational clients. Focused on revenue generation within Accident and Health frameworks in the US. 🏢🏡 New York City – Hybrid 💵 $105k - $148k / year 💰 $13.8G Post IPO debt on 2024-12 ⏰ Full Time 🟢 Junior 🟡 Mid-level 🤝 Client Partner 🦅 H1B Visa Sponsor View More Client Partner Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools
business developmentpartnershipsnegotiatingclosing dealsCRM managementpipeline reporting
Soft Skills
communicationorganizationaldetail-orientedcollaborativeself-directed