Commercial Lead, Banking and Wealth

New York City OfficeFull-time2026-10-19 → 2026-11-12

Core

Define commercial terms and negotiate key customer contracts for Plaid's banking and wealth services, serving as a thought partner and lead negotiator for major deals.

Role type

Senior commercial lead (banking and wealth)

Builds

Commercial frameworks, pricing strategies, and repeatable go-to-market processes for Plaid's financial data platform

Domain

Fintech / Open Finance / Banking and Wealth

Required skills

Strategic sales, complex deal negotiation, cross-functional collaboration, executive communication, scalable commercial framework design, fintech product knowledge

Preferred skills

Experience in regulated industries, data analysis, comfort with ambiguity

Technologies

None stated

Responsibilities

Negotiate key customer contracts, craft pricing strategies, drive renewals and upsells, evolve commercial processes, serve as GTM expert for new products

Seniority

Senior, hands-on IC

About 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 comm