CareerPlan

Account Executive - Banking and Wealth, Territory Accounts

New York City OfficeFull-time2026-11-12 → 2026-11-14

Core

Account Executive responsible for developing and leading large, complex new enterprise deals with leading banks in North America to enable their digital transformation.

Role type

Senior Account Executive (Banking & Wealth)

Builds

New revenue and strategic partnerships for Plaid's Banking and Wealth segment

Domain

Financial Services / Banking Technology

Required skills

Enterprise sales, consultative selling, pipeline management, stakeholder management, strategic relationship building, financial services domain knowledge

Preferred skills

Banking and Wealth vertical experience, technical aptitude for APIs

Technologies

Plaid APIs

Responsibilities

Identify potential customers and run the end-to-end sales process; Manage a pipeline of net-new accounts across a large territory; Prospect and close new business with community banks and credit unions; Build and maintain relationships with Financial Institutions from executives to developers; Partner with sales and marketing teams to define segment strategy; Work with Product and SE teams to identify solution gaps.

Seniority

Mid-Senior, quota-carrying IC