Banking & Wealth Product Marketing Lead

United States
Marketing – Marketing /
Full-time /
At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. #LI-Remote

The PMM team drives the ideation, research and testing for new products. We then launch them to broad awareness among our target customer personas, watching their usage, affirming and denying our key hypotheses with data. We draft growth and get well plans to drive adoption. The PMM team’s mission is to deliver the right product, to the right audience by crafting the right message, and telling our customer through the right channel.

In this role, you will have your ear to the market, being the single most authoritative voice on industry trends and needs of banks and wealth management businesses in the US. You will translate that insight into product plans and recommendations for our teams to turn into tests and mature into full products. You will guide these products during their nascency, working with customers and partners to make sure they’re solving issues customers care about and correcting our team’s course where necessary. You will craft positioning and narratives that will be taken to market via the go-to-market strategy you author resulting in high quality sales pipeline. You will do all of this as a servant leader and a trusted partner to sales, channel and growth marketing, strategic partnerships and business development.


    • 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


    • 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 – comfortable working with data, evaluating ROI, reviewing dashboards, clearly scoping data asks to technical counterparts, etc. 
    • Thoughtful strategic thinker with a bias for action and a creative mind; comfortable operating in a fast-moving environment with a high degree of ambiguity
    • Nice to have: Product management, MBA, consulting experience
    • Nice to have: Experience driving to and through partner revenue
$154,440 - $250,560 a year
Target base salary for this role is between $154,400 and $250,560 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at

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