# Partner Development Manager- Banking & Wealth
**Company:** [Plaid](https://hotfix.jobs/companies/plaid)
**Location:** New York, NY, San Francisco, CA, Washington, DC
**Salary:** $203K-$266K
**Experience:** 5+ years
**Skills:** Business Development, Partnerships, Go-to-Market Strategy, Fintech, CRM, Salesforce, Negotiation, Prospecting, Deal Execution, Open Banking
**Posted:** 2026-04-20
> 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.
## Job Description
## 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.
**Apply:** https://hotfix.jobs/jobs/partner-development-manager-banking-wealth-at-plaid-cfaca3f0-762d-403e-a62b-863085298a5b
**Canonical:** https://hotfix.jobs/jobs/partner-development-manager-banking-wealth-at-plaid-cfaca3f0-762d-403e-a62b-863085298a5b