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Partnership Manager, Financial Institutions



Accounting & Finance, Sales & Business Development
New York, NY, USA
Posted on Wednesday, May 8, 2024
At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. #LI-Hybrid
The Network Partnerships organization works with external data partners and through industry bodies to enable product innovation at Plaid and financial freedom for consumers. Within this organization, the Data Partnerships team is focused on helping Plaid’s most significant data partners accelerate their open finance journeys and driving the adoption of Plaid’s solutions for API-based access, privacy controls and risk management.
The Partnership Lead is the primary strategic and business point of contact for a portfolio of Plaid’s largest Financial Institution partners. This includes owning the end-to-end strategy and execution of core business goals with a financial institution, as well as building relationships with stakeholders, partnering with Technical Leads to pitch new solutions and act as advocate, and liaison with Plaid Product, Legal, Policy, Go-To-Market, and Engineering teams.


  • Lead multiple strategic relationships with our largest financial institution partners.
  • Create and own the priorities and strategy for our engagement with FIs. Partner with teams internally and externally to execute on this strategy and goals.
  • Cultivate and deepen relationships with key stakeholders within financial institutions. Help partner with and support FIs on their digital transformation journey.
  • Be an expert on Plaid’s technology and product offerings; work closely with influence internal and external product and engineering teams to execute on product roadmaps and advocate for open finance solutions.
  • Help define our strategy for transforming Plaid’s position in the financial services industry. Help shape policy and regulatory priorities and goals.
  • Serve as the escalation point for business and technical incidents or issues that surface as part of our API integrations with FIs.
  • Help uncover additional opportunities that are aligned with our FI partnership strategy + company goals.
  • Work in a highly-collaborative and cross-functional environment that feels different each day.


  • 6-10+ years of experience in a partnerships, strategy, business operations, or similar role
  • Experience managing external relationships independently and building / executing strategies to make partners/clients successful with new technologies
  • Excellent project management and communication skills with a strong ability to craft compelling executive communications and reports
  • Ability to understand technical and product concepts
  • Self-starter who takes initiative and possess strong troubleshooting skills with an ability to use deductive and inductive reasoning to guide partners through complex or escalated issues
  • Ability to collaborate cross-functionally with different teams, levels of seniority, and influence structure / process to ensure everyone can meet their goals and timelines
  • Ability to work under pressure, deadlines and navigate unexpected roadblocks
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to 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 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
Please review our Candidate Privacy Notice here.