Business Development Representative - Banking & Wealth
Plaid is a financial technology company providing APIs and network connectivity for businesses to build financial products. Its platform supports bank-account linking, financial data access, identity verification, fraud and risk tools, credit underwriting, and bank payments.
Maintainer signals as of 8/12/2026
Funding history
Projects
About Plaid
Plaid operates a financial data network and API platform that lets businesses connect to financial institutions and build financial experiences. Its products support account and identity verification, real-time balance and transaction data, investment and liability data, income and underwriting workflows, fraud and AML risk checks, and multi-rail bank payments. It serves developers, businesses, financial institutions, platforms, lenders, banks, and consumer-facing financial-product providers.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You prospect banks, credit unions, wealth technology platforms, and digital brokerages. You map organizations, identify decision-makers, build pipelines through outbound campaigns, 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)
