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Partner Development Manager- Banking & Wealth

Drives partnership development in banking and wealth sectors by sourcing opportunities, managing complex deal cycles, and executing upsells with financial institutions. Requires 5-10 years in BD/partnerships with strong negotiation and communication skills.

203k – 266kNew York, NYSan Francisco, CAWashington, DCPartnershipsHybrid5+ YOE

About the role

Responsibilities

  • 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.

Qualifications

  • 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.

Skills

Business DevelopmentPartnershipsGo-to-Market StrategyFintechCRMSalesforceNegotiationProspectingDeal ExecutionOpen Banking

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