Account Executive, Banking and Wealth – Territory Accounts

Plaid

. Identify potential customers and run the end-to-end sales process within the Banking and Wealth segment .

Posted 11/12/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $240,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative sales within the Banking and Wealth segment, with a strong ability to build strategic customer relationships and effectively manage sales cycles. Proficient in prospecting, qualifying, and closing deals while collaborating with cross-functional teams to deliver tailored solutions.

Highest-signal resume keywords

Quota-Carrying Closing ExperienceConsultative Sales ApproachStrong Prospecting SkillsBanking And Wealth ExperienceAbility To Articulate Complex Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Closing DealsSales DevelopmentNegotiating SkillsPipeline ManagementSales Strategy Execution

Soft Skills

Relationship BuildingInterpersonal CommunicationStrategic Thinking

Tools & Technologies

Plaid APIs

Industry Keywords

Financial InstitutionsCommunity BanksCredit UnionsAUMRevenue Strategy

About the role

Key responsibilities & impact

Identify potential customers and run the end-to-end sales process within the Banking and Wealth segment
Manage a pipeline of net-new accounts across a large territory alongside a small existing customer base
Prioritize and sequence outreach effectively
Prospect and close new business across community banks and credit unions with $0–20B AUM
Manage transactional and longer strategic sales cycles
Build and maintain relationships with financial institutions, from executives to product teams and developers
Serve as a subject matter expert
Partner with sales and marketing teams to define and execute the Banking and Wealth segment sales strategy
Work with Product, Sales Engineers, and Account Managers to identify solution gaps for financial institutions
Manage pipeline and accurately reflect probability of close

Requirements

What you’ll need

3–5 years of quota-carrying closing experience in a new-revenue role
Strong track record of closing deals
Strong prospecting, qualifying, and negotiating skills
Consultative sales approach with a product-centric mindset
Experience working with sales development and deploying a vertical-focused revenue strategy
Prior experience in Banking and Wealth strongly preferred
Ability to interact with and articulate complex solutions to all levels of a banking organization
Interest in financial services products
Desire to create strategic customer relationships
Excitement to work in a high-growth environment and help build processes and tools
Desire to become more technical and learn Plaid's APIs

Benefits

Comp & perks

Equity
Commission
Medical insurance
Dental insurance
Vision insurance
401(k)