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 looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.
- Identify and generate new business through proactive outbound prospecting
- Gain interest through cold calling, email campaigns, and social touches
- Utilize excellent organizational skills to create an accurate and relevant follow up prospect list
- Overcome obstacles and objections to effectively build pipelines
- Demonstrated ability to build professional relationships with internal and external stakeholders
- Self-motivated with ability and eagerness to work in fast paced environment
- Excellent written & verbal communication
- Sense of urgency and an ability to be professionally persistent
- Resilient, upbeat attitude
- Team player
- Demonstrated track record of top performance
- Compensation: $66,300 Base; $83,800 OTE
- 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: Hybrid In-Office Tues/Weds/Thurs and WFH Mon/Fri with 5 Work From Anywhere weeks per year
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.
Skills Required
- Ability to build professional relationships with internal and external stakeholders
- Self-motivated and able to work in a fast-paced environment
- Excellent written and verbal communication skills
- Sense of urgency and professional persistence
- Resilient, upbeat attitude
- Team player
- Demonstrated track record of top performance
Pontera Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Pontera and has not been reviewed or approved by Pontera.
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Retirement Support — A 5% 401(k) employer match with no vesting period is offered, alongside access to a financial advisor. This combination strengthens long-term savings and financial wellbeing.
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Parental & Family Support — Up to 12 weeks of fully paid parental leave plus family-planning reimbursement (fertility, adoption, surrogacy) is available. These provisions position the package as family-friendly.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is described, with additional mentions of mental health resources and related insurance. The breadth of coverage appears competitive for a fintech employer.
Pontera Insights
What We Do
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. Our secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors improve financial outcomes through more comprehensive investment management. 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. 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
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.
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