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The Technical Account Manager at Pontera will ensure the success of key accounts on their platform through expert support. Responsibilities include onboarding, incident detection, stakeholder communication, and executing strategic projects while developing technical knowledge of the Pontera platform.
The Strategic Relationship Manager at Pontera will manage key relationships with mid-market partners, focusing on onboarding and maintaining partnerships. Responsibilities include collaborating with marketing and customer success, developing training programs, analyzing partner organizations, setting KPIs, and enhancing channel productivity, all while ensuring customer needs are met.
Pontera is seeking an Account Manager to build strong relationships with partners, drive platform adoption, and support partner growth strategies. This role requires experience in consultative sales, relationship building, and client engagement in the financial services industry.
Manage and scale existing partnerships with wealth management platforms, launch new integrations, be a strategic engine behind growth initiatives, and provide executive support. Responsible for driving adoption and unlocking new market segments in the fintech industry.
The Product Marketing Director will lead the product marketing team at Pontera, focusing on developing and executing strategies to enhance product awareness and adoption among diverse audiences, especially financial advisors. This role involves collaboration with multiple departments to influence product decisions and improve customer growth, as well as nurturing a high-performing team.
As a Senior Business Analyst at Pontera, you will lead the dashboard development process, collaborate with stakeholders to analyze performance, manage documentation, and respond to ad hoc data requests. This role focuses on providing critical insights and building the reporting infrastructure for the Analytics & Insights team.
As a Public Policy Lead at Pontera, you will shape and advocate for policies supportive of the company's mission, establish relationships with state securities regulators, build a compliance network, conduct policy research, and develop thought leadership materials. You will also engage with federal officials and industry associations to further the company’s objectives.
The Enterprise Sales Associate will build relationships with financial advisors and wealth management firms to promote Pontera's retirement investment platform. Responsibilities include executing business plans, driving engagement, identifying new opportunities, and ensuring a high level of client satisfaction.
The Senior Strategic Relationship Manager will manage onboarding, maintenance, and expansion of relationships with enterprise partners, coordinate resources across various teams, drive revenue through partnerships, and ensure client satisfaction.
The Defined Contribution Relationship Manager will oversee relationships with Retirement Plan Advisors, driving client satisfaction and product awareness. Responsibilities include managing key RPA relationships, communicating Pontera's value, and expanding client databases.
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