Product Manager - Financial Management - Plaid

Job Title: Product Manager - Financial Management
Job Location: New York
Job Listing URL: https://jobs.lever.co/plaid/5274736a-336f-47c2-92db-315d8f880b30
Job Description: 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 builds the APIs that power some of the most influential digital finance experiences today: from budgeting apps to the financial management tools offered by banks and wealth platforms. Our mission is to unlock financial freedom for everyone by helping consumers and businesses better understand and manage their money.

We do this through advanced data aggregation and machine learning systems that turn consumer-permissioned financial data into actionable insights. These products enable developers, banks, and fintechs to build intuitive financial tools that help millions of people achieve their financial goals.

Plaid’s Financial Management products include Transactions, Investments, and Liabilities, which sit at the heart of the open banking ecosystem. As the Product Manager for this area, you’ll identify and deliver new opportunities to make these products even more valuable to our customers and partners. You’ll work closely with customers to uncover emerging use cases, quantify their potential, and partner with engineering to bring those ideas to life.

Product Managers at Plaid own the end-to-end problem spaces they’re solving. In this role, you’ll define product direction, drive new capabilities into our core offerings, and ensure strategic alignment from architecture to operations to go-to-market. The ideal candidate has led technical, API-based B2B products, communicates complex concepts with clarity, and makes bold, informed decisions in ambiguous environments.
Responsibilities
Set direction. Define the strategy and roadmap for new 0→1 insights products that make Plaid’s Financial Management offerings—Transactions, Investments, and Liabilities—more valuable and engaging for customers.
Discover opportunities. Identify emerging customer needs and data-driven insights that unlock new ways to help users manage their financial lives.
Build with focus. Partner with Engineering and Design to prototype and launch intuitive, high-quality products that extend Plaid’s Financial Management platform.
Deliver value at scale. Ensure new capabilities are reliable, performant, and impactful across Plaid’s broad customer base and millions of end users.
Communicate with precision. Create clarity across teams by articulating decisions, tradeoffs, and rationale crisply. Translate complex data and systems into simple, actionable narratives.
Measure impact. Define success metrics, track adoption and engagement, and use insights to inform iteration and prioritization.
Qualifications
4+ years of product management or equivalent experience in a B2B environment
Proven ability to collaborate cross-functionally with Engineering, Design, and Go-to-Market teams to deliver impactful products
Experience influencing pricing, packaging, and customer adoption strategies
Comfortable engaging directly with customers through sales, account management, or customer success conversations
Strong communication skills, both written and verbal; able to simplify complex concepts for diverse audiences
Data-driven decision maker; adept at using qualitative feedback and quantitative metrics to inform prioritization
Thrives in fast-paced, ambiguous environments and enjoys building 0→1 products
[Nice to Have] Experience developing or managing API-based B2B products