Commercial Lead, Banking and Wealth

New York City · Seattle · San Francisco · 4-7 years experience · Full-time · Hybrid · Posted Oct 19, 2026

At a glance

The Commercial Lead for Banking and Wealth will facilitate commercial relationships with major fintech and financial services companies.
This role involves serving as a thought partner, contract expert, and lead negotiator to define commercial terms and drive successful outcomes.
The position also focuses on crafting repeatable commercial processes and pricing strategies to support a growing global go-to-market team.

Collaborate with Sales, Account Management, and Banking and Wealth teams to negotiate key customer contracts.
Enable new deals with top prospects while adhering to operating practices.
Drive renewals, upsells, and cross-sells with top customers to increase product usage and adoption.
Craft pricing strategies for prospects and existing customers.
Evolve and improve commercial terms, practices, and processes.
Serve as the GTM expert on commercialization, pricing, and agreement requirements for new products.
Act as the GTM voice and single point of contact for cross-functional special projects.

4-7 years of experience in strategic sales, business development, finance/consulting, partnerships, or GTM strategy.
Proven track record of negotiating complex deals, including multi-product or multi-party agreements in regulated industries.
Demonstrated success working cross-functionally with Product, Legal, Engineering, and GTM teams.
Strong executive communication skills for engaging senior external stakeholders.
Experience building scalable commercial frameworks such as pricing strategies and decision processes.
Deep interest in fintech, open finance, and technical products.
Comfort with ambiguity and change, with a bias for action and a growth mindset.