Product Manager - Financial Management

Financial Management Product Manager

As the Product Manager for the Financial Management area, you’ll identify and deliver new opportunities to make our Transactions, Investments, and Liabilities products even more valuable to customers and partners.

• 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 ure 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.

• 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.

$180,000 – $270,000 base salary, plus equity and competitive benefits. Geographic Zones are Zone 1 (New York City and San Francisco Bay Area), Zone 2 (Los Angeles, Seattle, Washington D.C.), Zone 3 (Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego), Zone 4 (Raleigh‑Durham and other US cities).

Mid‑Senior level

Full‑time

Product Management

Our mission at Plaid is to unlock financial freedom for everyone. We build a diverse team that cares deeply about making the financial ecosystem more equitable.

Plaid is a proud equal opportunity employer. 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 identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We provide reasonable accommodations for candidates with disabilities in our recruiting process.