Business Development Representative - Banking & Wealth

MoneyLion; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Equity

Commission

Medical, dental, vision

Job summary

Plaid is seeking a New Business Representative for our Banking & Wealth segment to prospect traditional banks, wealth-tech platforms, and digital brokerages, showcasing Plaid’s API value to modernize banking and investing.

You’ll map organizations, drive outbound engagement, qualify opportunities, and set them for Account Executives, thriving in a fast-paced fintech sales environment with a focus on customer impact and career growth.

Qualifications

• 1–3 years in pipeline development or SaaS/Fintech sales.
• Experience leading conversations with banking and wealth management stakeholders.
• Ability to evangelize Plaid’s value and assess buying interest.
• Thrives in high-volume, time-sensitive environments.
• Proficient with Salesforce.com or other CRM.
• Interest in financial services and tech products; strong curiosity.
• Willingness to learn Plaid APIs (Investments, Auth, Identity).

Responsibilities

• Support Account Executives hunting new business within the Banking & Wealth verticals.
• Collaborate with Marketing to design outbound campaigns and feedback on B&W programs.
• Identify prospects and build pipelines through outbound campaigns aimed at decision-makers.
• Help new clients start with Plaid and answer questions about our products.
• Identify sub-verticals to drive increased revenue opportunities.

Skills

Pipeline development

Outbound selling

Sales - B2B

CRM familiarity

Industry knowledge - fintech

Technical product explanation

Tools

Salesforce.com

Job description

You’ll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you’ll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth‑tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience.

In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer‑centric, resilient, challenges the status quo, and has a deep interest in advancing their career in fintech sales.

Responsibilities

• Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the Banking & Wealth verticals.
• Liaising with Marketing to provide feedback on B&W‑specific campaigns and designing new outbound efforts.
• Identifying prospects and building pipelines through outbound campaigns targeted at decision‑makers in digital banking, wealth management, and brokerage operations.
• Helping new clients get started with Plaid and answering questions about our products, specifically around account funding, investment data, and open banking connectivity.
• Identifying the most promising sub‑verticals (e.g., credit unions, RIA platforms, digital brokerages) to help drive increased revenue opportunity.

Qualifications

• 1‑3 years of experience in pipeline development and/or sales (preferably at a SaaS or Fintech company).
• Leading high‑level conversations with banking and wealth management stakeholders.
• The ability to evangelize Plaid’s value proposition in order to assess buying interest from traditional and modern financial institutions alike.
• The ability to thrive in a high customer volume, time‑sensitive environment.
• Having a relentless mindset and unwillingness to quit.
• Proficiency in using Salesforce.com or other CRM.
• Experience working with customers and explaining technical products. Strong interest in the financial services industry, market trends, and technical products; a high degree of intellectual curiosity.
• Excitement to work in a high‑growth environment and to help build processes and tools as needed.
• Desire to get (more) technical and the ability to learn the ins and outs of Plaid’s APIs (specifically our Investments, Auth, and Identity products).

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.

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 [e-mail].

Please review our Candidate Privacy Notice here.