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 Defined Contribution Relationship Manager to oversee relationships with Retirement Plan Advisors (RPAs). This newly created function will allow us 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 Defined Contribution Relationship Manager will work with colleagues to iterate our go-to-market strategy in the RPA space.
This role will require a strong relationship manager who can demonstrate the value of an innovative tech platform to a well-established industry. 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 an important role contributing to the success of the Defined Contributions Partnerships team at Pontera.
- Manage an assigned segment of RPAs (firms and individual advisors) associated with advisor firms currently using Pontera ’s platform
- Develop and maintain excellent relationships with key stakeholders at assigned firms to drive increased awareness and willingness to advocate for Pontera
- Communicate the value of Pontera for the RPA and Wealth Management sides of the advisory firms
- Create, manage, and expand database of RPA firms and individual advisors
- Collaborate closely with DC Partnerships colleagues and other client facing teams.
- 3+ year of experience in relationship management, sales, or similar functions within the financial services space
- Bachelor’s degree or higher in an applicable discipline
- Proven track record of developing and managing successful B2B client relationships
- Knowledge of retirement plan products, advisory services, and recordkeeping landscape
- Excellent communications skills and a demonstrated ability to work collaboratively
- Experience working in a fast-paced environment with an adaptable start-up mindset
- Ability to travel, up to 10%
WHAT WE OFFER
- Compensation: $125,000 to $150,000 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.
What the Team is Saying
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!
