Banking & Wealth Product Marketing Lead

Updated on 5/17/2024



1,001-5,000 employees

Secure financial data connectivity platform

Financial Services
Data & Analytics


Remote in USA

Required Skills
  • 8+ years in product marketing, or marketing roles
  • 3-5+ years in banking or wealth or applicable
  • Deep understanding of B2B economics such as LTV, CAC, payback period, MQL to SQL
  • Highly analytical
  • Thoughtful strategic thinker with a bias for action and a creative mind
  • Nice to have: Product management, MBA, consulting experience
  • Nice to have: Experience driving to and through partner revenue
  • Be a business owner, reporting out on the state of our business, including our ACV, ARR and adoption
  • Accelerate customer acquisition through personalized campaigns driving cross-sell and upsell plans, identifying and overcoming barriers to sales, all in partnership with our demand gen and sales teams
  • Regularly commission thoughtful research that is synthesized into product recommendations that are included into our roadmap
  • Propose, design and launch tests that drive engagement, conversion, retention and NPS to identify signs of product market fit
  • Collaborate effectively across design, account management, product marketing and content teams to create a cohesive customer experience

Plaid is a leading data network that powers secure connectivity between users' financial accounts and thousands of applications, coordinating with over 12,000 financial institutions. As an employer, this company stands out for its commitment to creating a seamless user experience and developing accessible financial solutions that empower developers and service providers. The work environment fosters continuous technological advancement and industry leadership, making it an ideal place for innovation-driven professionals in the financial technology sector.

Company Stage

Series D

Total Funding



San Francisco, California



Growth & Insights

6 month growth


1 year growth


2 year growth



We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.

Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.

Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.

Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.