Financial Services Leader in United States

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Plaid’s mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Software Engineer, you will design and build the systems that power how millions of people connect to their finances. You will work across the stack, from reliable backend services and APIs to intuitive applications that bring those systems to life. You will collaborate with engineers, product managers, and designers to ship products that make financial services more accessible and transparent. At Plaid, engineers take ownership early, grow quickly, and see their work reach millions of users. Responsibilities: System Design & Development: Build and maintain scalable, reliable backend or fullstack systems and APIs that power Plaid’s products. Collaboration: Work closely with product managers, designers, and other engineers to define and deliver features that solve real customer problems. Code Quality: Write clean, efficient, and well-tested code. Participate in reviews to maintain high engineering standards. Testing & Debugging: Build automated tests, monitor system performance, and troubleshoot issues in production environments. Continuous Improvement: Con

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Plaid’s mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Software Engineer, you will design and build the systems that power how millions of people connect to their finances. You will work across the stack, from reliable backend services and APIs to intuitive applications that bring those systems to life. You will collaborate with engineers, product managers, and designers to ship products that make financial services more accessible and transparent. At Plaid, engineers take ownership early, grow quickly, and see their work reach millions of users. Responsibilities: System Design & Development: Build and maintain scalable, reliable backend or fullstack systems and APIs that power Plaid’s products. Collaboration: Work closely with product managers, designers, and other engineers to define and deliver features that solve real customer problems. Code Quality: Write clean, efficient, and well-tested code. Participate in reviews to maintain high engineering standards. Testing & Debugging: Build automated tests, monitor system performance, and troubleshoot issues in production environments. Continuous Improvement: Con

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Plaid’s mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Software Engineer, you will design and build the systems that power how millions of people connect to their finances. You will work across the stack, from reliable backend services and APIs to intuitive applications that bring those systems to life. You will collaborate with engineers, product managers, and designers to ship products that make financial services more accessible and transparent. At Plaid, engineers take ownership early, grow quickly, and see their work reach millions of users. Responsibilities: Design & Development: Build and maintain backend services with a focus on performance, reliability and scalability. Collaboration: Work closely with product managers and other stakeholders to define and implement new features that meet product and customer needs. Code Quality: Write clean, maintainable and efficient code. Testing & Debugging: Develop automated tests to ensure the quality and reliability of the codebase. Troubleshoot and resolve issues. Engage in hands-on coding and architectural design, setting and maintaining high technical standard

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Plaid’s Product team builds the network that powers the future of financial services. Our mission is to unlock financial freedom for everyone through open finance. Product Managers at Plaid are curious, customer-obsessed, and move quickly to deliver value. They take ownership, sweat the details, and make sound decisions with imperfect information. As a Product Manager on the AI Foundations team, you will drive Plaid’s AI strategy by building the data and intelligence layer that powers smarter financial experiences. You will work across engineering, data science, and research to develop scalable AI systems—from core embeddings and representation learning to applied model integrations that enhance developer and consumer outcomes. This role is for an experienced PM who thrives at the intersection of AI and platform products. You are technically fluent, strategic, and execution-oriented. You enjoy turning advanced machine-learning capabilities into reliable, trusted infrastructure that scales across Plaid’s ecosystem. Responsibilities AI Platform Vision: Define the strategy, roadmap, and success metrics for Plaid’s core AI and data foundation, enabling smarter, more adaptive financial products across th

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. 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 an interest in advancing their career in tech sales. Qualifications 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company) Leading high-level conversations w

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users. You'll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you'll forge the path to finding new clients and prospecting digital-native fintechs, neobanks, alternative lending platforms, and personal finance applications 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 our API suite can have on supercharging a fintech's growth, security, and user 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 h

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. We’re building a team to work exclusively with the financial institutions throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks. Your focus will be on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention. Responsibilities: Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert Partner with

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Our Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. We believe every financial services company can benefit from better financial technology. This isn’t limited to the financial services industry, any company offering financial products to consumers deserves the best financial technology. You'll be the individual helping us achieve this vision. You will focus on generating new deals and building strong, long-lasting relationships with companies. You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more. Responsibilities Identify use cases and prospect high growth companies that are ~100 employees and beyond Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion Own mastery of Plaid solutions and evangeli

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Plaid Support ensures our customers' applications can help their consumers live their best financial lives by ensuring our products continue to operate as expected. We investigate the root cause of integration issues, quantify their scope and impact, and when we can’t fix them ourselves, we work with our Growth and Engineering teams to reach a solution. As we continue to grow, we’re looking for Technical Support Engineers (TSEs) to join the team to help us balance the needs of customers, users and internal stakeholders, while navigating critical technical issues. In this role, you will manage issues from their first symptom to their eventual resolution, communicating with our customers and internal stakeholders throughout the process. People who succeed in this role tend to be empathetic, collaborative, technically minded, and most importantly - customer-centric. They have an interest in learning more about financial services, and are excited to help customers resolve complex issues. TSEs work closely with Plaid’s product and engineering teams, and we have a high technical bar to ensure that we all speak the same language. Our Support team sets aggressive goals to meet the standards our customers ex

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. We are looking for a candidate to work exclusively with the leading Insurance companies throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks . Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships within insurance to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in insurance. Responsibilities Identify potential customers and run the end-to-end sales process within our Insurance Vertical Build and maintain relationships with insurance companies from executives to product teams and developers; be viewed as a subject matter expert Partner with our product and marketing teams to continue to define and execute our Insurance segment sales stra

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. The mission of the Developer Relations team is to empower developers to easily use and understand Plaid’s products, delivering a supportive, industry-leading developer experience via scalable, broad-reaching methods. The scope of this role covers all of Plaid's commercially available, customer-facing products. We’re looking for an experienced Developer Relations Engineer to help the world’s fintech companies (and we believe every company is a fintech company, even if they don't know it yet) integrate with Plaid's APIs. In this role, you’ll create best-in-class developer experiences, cementing Plaid's reputation as the most trustworthy, developer-friendly financial services API. This is a highly technical, highly visible role with direct impact on Plaid’s product, brand, and developer experience. Responsibilities Create and evolve developer documentation for Plaid’s APIs – writing new content, and improving clarity, accuracy, and usability of existing content. Distill complex technical topics into approachable, accurate explanations for a broad developer audience. Design and build sample applications, demos, and tutorial videos that demonstrate the benefits of integrating with Plaid’s APIs and the be

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. 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

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible. About the role As an Account Director focused on Strategic Banking you will own executive-level relationships with leading global banking institutions. You’ll help these organizations safely and effectively deploy OpenAI’s technology to transform customer experiences, modernize operations, enhance employee productivity, accelerate financial analysis, strengthen risk management, and unlock new AI-powered business capabilities. This role blends financial services expertise, technical depth, business acumen, and relationship-driven enterprise sales. You will collaborate closely with researchers, engineers, and financial services solution strategists to design secure, compliant, and high-impact AI deployments. This role is based in New York City. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees. In this role, you’ll: Manage a focused portfolio of Strategic Banking accounts, developing long-term strategic account plans. Lead complex, multi-stakeholder sales cycles across business, technology, operations, and executive stakeholders. Partner with Solutions and Research Engineering to design pilots that demonstrate measurable business impact. Collaborate with compliance, privacy, security, and risk teams to ensure responsible deployment of AI in highly regulated environments. Own a revenue a

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible. About the role As an Account Director focused on Insurance you will own executive-level relationships with leading Insurance organizations. You’ll help these companies safely and effectively deploy OpenAI’s technology to accelerate financial data analysis, automate backend operations, drive AI-powered research, and personalize customer engagement. This role blends literacy, technical depth, business acumen, and relationship-driven enterprise sales. You will collaborate closely with researchers, engineers, and financial services solution strategists to design secure, compliant, and high-impact AI deployments. This role is based in New York City. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees. In this role, you’ll: Manage a focused portfolio of Financial Services, specifically Insurance accounts, developing long-term strategic account plans. Lead complex, multi-stakeholder sales cycles. Partner with solutions and research engineering to design pilots that demonstrate measurable business impact. Collaborate with compliance, privacy, and security teams to ensure responsible deployment of AI in regulated environments. Own a revenue and consumption target; manage forecasts and pipeline reporting. Monitor industry and regulatory trends to guide customer and product strategy. Represent Ope

The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging conferences and conference calls, making travel arrangements and providing other administrative tasks. Responsibilities: Directly supports a C16 level manager and generally supports an entire department Manages day to day calendar(s) of senior management Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls May prepare and review materials and correspondence for meetings Assist with creation/modification of presentations, spreadsheets, and other various documents Coordinates travel arrangements; prepare and distribute schedules/agendas for travel Prepares, reconciles, and tracks expense reports through Travel and Entertainment Expense system Orders supplies and process invoices through Procure to Pay system Process and follow-up on Virtual Requests Assists in ad-hoc reports special projects as needed Trains, coaches or guides other administrative staff when required Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous office administration experience preferably within a large and complex financial services or similar organization Highly proficient in Microsoft Office Consistently demonstrates clear and concise written and verbal communication skills Demonstra