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.
Pontera is seeking Sr. Events Manager to lead an events team that plans, promotes, and executes our attendance at industry conferences, ensuring quality engagements with wealth advisors and technology partners. The ideal candidate has extensive experience with events/field marketing in the financial services sector.
This is an opportunity to join a fast-growing fintech company and build a team of talented community managers that will make a significant contribution to our partnerships strategy. Reporting to the Director of Partnership Marketing, this role closely collaborates with our business development, content marketing and design, and communications teams.
- Continuously refine Pontera’s industry conference participation objectives and strategies, maximizing opportunities to grow brand awareness, educate our customers, and generate new business
- Oversee Pontera’s events calendar, budget, and materials inventory; ensure your team is effectively managing expenditures according to plan
- Establish best practices for managing events from start to finish, including negotiating event sponsorship contracts, managing logistics, planning keynotes with leaders, setting conference appointments, and tracking success
- Hire a team of Community Managers to project manage our event participation and staff the booths
- Oversee the execution of promotional campaigns to maximize booth traffic and planned engagements
- Create a strong feedback loop between your team and the business development team, ensuring all event contacts have follow up
- Own the lead tracking and reporting process to hit event KPIs and drive ROI
- Analyze event performance to prioritize future conference participation
- Make suggestions to leadership regarding when/how Pontera might consider hosting our own virtual and/or in-person events
- Stay up-to-date with GTM initiatives and creative event strategies to identify new conference opportunities.
- Work with your manager to hone your skills in marketing and management as the team grows.
- Bachelor’s Degree
- 6+ years of experience in events/field marketing in the financial services sector, preferably in wealth management
- Highly analytical approach to tracking event initiatives, creating efficient and scalable programs, and driving measurable ROI
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with stakeholders at all levels
- Exceptional project and people management skills
- Proficiency in marketing tools and platforms, such as CRM systems, email marketing platforms, and analytics tools
- Ability to travel up to 30% of the time
WHAT WE OFFER
- Compensation: $140,000 to $155,000 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!
