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 Senior Manager, Defined Contribution Strategic Relationships to lead Pontera’s efforts with Retirement Plan Advisors (RPAs). This function will allow Pontera to utilize key partnerships to continually improve our client experience and our product, bolster our overall growth, and execute on our mission of helping individual investors to retire wealthier. The Senior Manager will oversee our go-to-market strategy in the RPA space.
This role will require a strong leader who can demonstrate the value of an innovative tech platform to a well-established industry and motivate others to do the same. A successful candidate will be a creative problem-solver who can achieve a high level of customer satisfaction while driving Pontera’s agenda forward. This will be a vital role contributing to the success of the Defined Contributions Partnerships team at Pontera.
- Lead a team of Relationship Consultants tasked with managing a book of advisor firms
- Personally build productive relationships with key contacts at the largest and most influential RPAs.
- Ensure Pontera has excellent relationships with key stakeholders at all relevant firms to drive increased awareness and willingness to advocate for Pontera
- Personally, and through your team, communicate the value of Pontera for the RPA and Wealth Management sides of advisory firms
- Manage and expand our database of RPA firms and individual advisors
- Collaborate closely with DC Partnerships colleagues and other client facing teams.
- 8-10 years of relevant experience working in the defined contribution space
- Established network of influential Retirement Plan Advisors.
- Demonstrated ability to drive adoption of a new product or service to an established customer base.
- Proven track record of developing and managing successful B2B client relationships
- Bachelor’s degree or higher in an applicable discipline
- Excellent communications skills and a demonstrated ability to work collaboratively
- Ability to travel, up to 10%
- Compensation: Base: 175,000; $215,000-$250,000 OTE
- 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.
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