Head of Investor Relations

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 Investor Relations (IR) function is responsible for shaping Plaid's equity story, building long-term relationships across private and public market investors, and positioning Plaid for success in the capital markets, on whatever timeline that takes. You will build and own this function as a team of one, architecting our IR strategy for where we are today as a late-stage private company and evolving it through a potential IPO and beyond. You will partner closely with Finance, Legal, Marketing, Communications, and the executive team to develop a world-class disclosure framework, craft a durable equity narrative, and serve as the primary voice to current and prospective investors. We're looking for someone who brings both rigor and imagination to this role, someone who challenges conventional approaches and finds creative ways to make Plaid's story land with the people who matter most. Responsibilities Equity Story & Capital Markets Readiness — Shape Plaid's long-term equity narrative anchored on durable growth, capital efficiency, and profitability levers. Lead development of core investor materials — business overviews, investor presentations, and roadshow-style content — built to hold up over years, not just quarters. Maintain a private-company-appropriate disclosure posture today while building the infrastructure and habits that will translate cleanly to a public company environment. Investor Engagement — Build and manage relationships across private market investors (current cap table holders, late-stage growth funds) and prospective public market investors and sell-side analysts. Develop a proactive engagement calendar including 1-on-1s, conferences, and other touch points, calibrated to where Plaid is today and where it's headed. Support liquidity events for current shareholders, namely employees, as Plaid moves toward and through a public listing. Financial & Regulatory Communication — Drive preparation of investor materials, including earnings scripts, decks, Q&A prep, calibrated to the right disclosure standard for our stage. Establish disclosure policies that will meet SEC and global regulatory requirements at IPO, building toward that standard before we need it. Develop an investor-specific crisis-communications playbook. Guidance & Expectations Management — Define Plaid's guidance philosophy, annual vs. quarterly cadence, GAAP vs. non-GAAP framing, in advance of becoming a public reporting company. Monitor investor sentiment, track comparable company narratives, and proactively identify disconnects between market expectations and Plaid's trajectory. Market Intelligence & Feedback Loop — Monitor peer performance, macro trends, and policy developments relevant to fintech and B2B technology. Translate investor feedback into actionable insights for leadership, closing the loop between what the market hears and what we communicate. Automation, Process & Function Building — Implement IR tooling, dashboards, and automation to streamline reporting, sentiment analysis, and investor targeting that is built for scale despite lean resourcing. Define the future-state IR org and, over time, scope and hire incremental headcount to expand capacity. Qualification