Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
We are looking for a Product Marketing Director to lead our Product Marketing function and manage a team of Product Marketers. This person will work closely with our sales and marketing teams in New York as well as our product and engineering teams in Israel. The ideal candidate is familiar with the needs and wants of Financial Advisors in both an RIA and Broker-Dealer model. This position reports to the Chief Business Officer and is hybrid in our NYC office.
- Develop and execute a comprehensive product marketing strategy to drive awareness and adoption for Pontera across all of our audiences; Ground decisions and recommendations in a key understanding of data and revenue opportunity
- Become an expert on our products, the market, and our customers in order to articulate product positioning, messaging, and value propositions
- Own the customer and market research agenda; Identify key customer segments and develop personas and be the voice of the customer
- Plan and execute product launches, nailing our target audience, messaging, channel strategy, and measurement
- Increase product adoption and customer growth by collaborating with Marketing, Product, Sales, Client Experience, and analytics to influence product roadmaps and improve sales win rates and improve feature usage
- Collaborate with analytics and product to understand to look for opportunities to increase funnel throughput
- Develop and nurture a high-performing Product Marketing team, providing coaching, mentorship, and professional development opportunities
- Set up the foundation and ways of working for the Product Marketing team to operate efficiently and scale successfully
- 10-15 years product marketing experience with at least 5 years management experience
- Wealth Management or Financial Services experience and/or experience working with Financial Advisors (RIA model) - need at least one of these three
- Proven track record of successfully launching complex products or features in a B2B and/or B2C environment, including planning, execution, and post-launch. Also skilled with strategic planning / prioritization of launches.
- Nice to have: Retirement product knowledge; understanding of 401(k)s, IRAs
- Nice to have: Someone who has worked in big and small organizations and is able to translate best practices into effective processes for our unique organization
- Nice to have: has worked in a B2B SaaS environment
WHAT WE OFFER
- Compensation: $190,000 to $220,000 annually
- Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
- Team Culture: A collegial, collaborative, fun work environment with frequent team events
- Equity: All new hires are eligible for equity grant participation
- Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
- Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
- Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
- Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
- Food Perks: Fully stocked kitchen & lunch reimbursement program
- Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
What the Team is Saying
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What We Do
Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.
At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.
Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.
Why Work With Us
We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.
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Pontera Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!
