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Plaid // democratizing financial services thru tech
Sales, Full Time    New York    Posted: Saturday, March 21, 2020
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At Plaid, our mission is to empower innovators by delivering access to the financial system. Since 2012 we've helped tens of millions of consumers live a better financial life & over a thousand customers build a new financial future. Our customers range from rocketship startups like Square & Venmo to Fortune 500 enterprises like American Express & PayPal. Founded in 2012, Plaid has raised $300M of capital from major venture capital firms such as Kleiner Perkins, Andreessen Horowitz, Index, Spark & NEA, as well as global financial institutions such as Goldman Sachs & Citi. But we're just getting started.

Our Sales team combines deep product & industry knowledge & is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company is a financial services company, & most specifically for this role; traditional wealth management firms can benefit from better technology & access to data.

 We're building a team to work exclusively within the wealth management industry to help enable their transformation to deliver incredible digital & consumer experiences to both their advisors, brokers, & agents, as well as end investors. This particular wealth management focused sales team will help transform traditional brokerages to ensure seamless digital onboarding, simple flow of funds, & better, more intuitive planning & advice.

Your focus will be on developing & leading large, complex new enterprise deals & building strong, long-lasting relationships with these institutions. Furthermore, you'll help shape how we engage, design & build products for the best brands in wealth management.
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