Business Development Representative - Banking & Wealth
Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.
Maintainer signals as of 9/2/2026
Funding history
Projects
About Plaid Inc.
Plaid provides developer infrastructure and financial tools for account connectivity, financial data access, bank payments, identity verification, AML monitoring, credit and underwriting, and fraud prevention. Its network supports thousands of fintech companies and more than 12,000 financial institutions across the United States, Canada, the United Kingdom, and Europe.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
Prospect banks, credit unions, wealth technology platforms, and digital brokerages; map organizations, identify decision-makers, build outbound pipelines, drive engagement, qualify opportunities, support account executives, help clients get started, and identify promising banking and wealth sub-verticals.
Requirements
- 1–3 years of experience in pipeline development or sales.
- SaaS or fintech experience preferred.
- Ability to lead high-level conversations with banking and wealth management stakeholders.
- Ability to communicate Plaid’s value proposition and assess buying interest.
- Ability to work in a high-volume, time-sensitive environment.
- Proficiency with Salesforce.com or another CRM.
- Experience working with customers and explaining technical products.
- Interest in financial services, market trends, and technical products.
- Ability to learn Plaid’s APIs, including Investments, Auth, and Identity.
Responsibilities
- Support Account Executives pursuing new business in Banking and Wealth.
- Provide Marketing with feedback on Banking and Wealth campaigns.
- Design outbound efforts.
- Identify prospects and build pipelines through outbound campaigns.
- Target decision-makers in digital banking, wealth management, and brokerage operations.
- Help new clients get started with Plaid.
- Answer product questions about account funding, investment data, and open banking connectivity.
- Identify promising sub-verticals to increase revenue opportunities.
Benefits
- Equity
- Commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)