Plaid · 6 days ago
Product Manager - Financial Management
New York, NY
Full-time
Onsite
Mid, Senior Level
$180K/yr - $270K/yr
4+ years expPlaid is a company dedicated to empowering financial transformation by building tools and experiences for developers. The Product Manager for Financial Management will identify and deliver new opportunities for products like Transactions, Investments, and Liabilities, collaborating closely with customers and engineering teams to enhance their value.
BankingFinancial ServicesFinTech
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
Qualification
Required
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
Preferred
Experience developing or managing API-based B2B products
Benefits
Medical
Dental
Vision
401(k)
Company
Plaid
Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.
501-1000 employees
H1B Sponsorship
Plaid has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (41)
2024 (41)
2023 (42)
2022 (53)
2021 (30)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$1.31BKey Investors
Franklin TempletonAltimeter CapitalGoldman Sachs Investment Partners
2025-04-03Series Unknown· $575M
2025-04-03Secondary Market
2023-10-19Series Unknown
Leadership Team
Zachary Perret
Co-Founder & CEO
Eric Sager
COO
Recent News
2026-01-14
2026-01-11
Crunchbase News
2026-01-06
Company data provided by crunchbase