Senior Product Manager, Financial Management

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 Financial Management team develops market leading API products that power the most influential digital finance experiences that help millions of consumers and small businesses every day – think budgeting apps and financial management tools offered by banks and wealth platforms.

Our mission is to unlock financial freedom for everyone by making it easier for customers and businesses to meet their financial goals. We do this through a state‑of‑the‑art, data aggregation and machine learning engine that enables our customers to seamlessly build delightful experiences on top of consumer‑permissioned financial data.

Every day, Plaid helps thousands of developers build a better financial future. You'll be responsible for defining the products which enable Plaid and our customers to shape the future of financial services. We are looking for the right product manager to own and grow Plaid’s financial management products, including Transactions, Investments, and Liabilities, even more valuable to our customers and partners.

Plaid is on a journey to build insights on top of open banking data that drive value for customers, consumers and the fintech ecosystem in general. Additionally, AI is changing how consumers use PFM tools. You'll work closely with customers to identify opportunities in our Financial Management products, size them, and then work with engineering to bring them to life.

• Discovering new problems and applications for Financial Management products.
• Collaborate with Engineering and Design to ship intuitive, high‑quality experiences that drive enterprise value.
• Balance qualitative feedback and intuition with quantitative success metrics to drive high‑quality decisions.
• Own and report on success metrics like product adoption and ARR.
• Delivering value at scale – products reach thousands of customers and millions of consumers, creating widespread positive impact.
• Define the path forward for your product area, inspire stakeholders to help execute on your vision.
• Collaborate across a cross‑functional team of engineering, data science, product marketing, and more to deliver meaningful solutions.
• Be the face of your product both internally and externally.

• 4+ years of product management experience in a B2B context.
• Prior experience influencing pricing & packaging for products.
• Experience directly participating in sales and account management conversations.
• Experience working cross‑functionally with Engineering & Design.
• Excellent communication skills, written and verbal, with ability to simplify complex concepts for diverse audiences.
• Data‑driven decision‑making mindset; comfortable using both qualitative feedback and quantitative metrics to prioritize work.
• Comfortable working in fast‑paced, ambiguous environments and building 0→1 initiatives.

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.

Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.