Business Development Representative - Banking & Wealth

Plaid

New York City Office💼 Full-time🗓 2026-07-08 → 2026-09-25

Core

Prospecting and qualifying new banking and wealth management clients for Plaid's financial data platform.

Role type

Business Development Representative (SaaS/Fintech)

Builds

Plaid's API connectivity for financial accounts and investment data

Domain

Fintech / Banking & Wealth Management

Deliverable

client delivery

Required skills

outbound selling, pipeline development, organizational mapping, Salesforce proficiency, technical product explanation

Preferred skills

SaaS experience, Fintech experience, knowledge of open banking, API familiarity

Responsibilities

Prospecting decision-makers in digital banking and wealth management, building sales pipelines, taking qualification calls, nurturing early opportunities, liaising with marketing on outbound campaigns, helping new clients get started with Plaid products

Seniority

Individual Contributor, 1-3 years experience

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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