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 seeking a Director of Information Systems to spearhead our IS and IT initiatives, aligning technology strategies with our business goals to facilitate seamless operations and robust growth.
RESPONSIBILITIES
- Technology Leadership. Develop and oversee the vision and strategic roadmap for all aspects of information technology, ensuring alignment with company objectives. Maintain and optimize existing systems while selecting and implementing new technologies to enhance operations. Stay current with technological advancements to drive innovation and efficiency.
- Software and Application Services. Lead the management and lifecycle of SaaS applications utilized company-wide and business unit-specific applications. Provide hands-on technical leadership, guiding the team in the development, deployment, and maintenance of software solutions.
- User Services Management. Oversee and direct all aspects of user services.
- Infrastructure Management. Ensure robust, secure, and efficient operations of the IT infrastructure.
- IS Governance and Change. Lead Information System governance, including change management processes and establishing centers of excellence. Ensure compliance as directed by applicable stakeholders.
- Project Management and Deployment. Direct the planning, execution, and successful delivery of IT projects, aligning them with business timelines and demands.
- Financial and Budget Management. Develop and control the IT budget, strategically investing in technology solutions that enhance operational efficiency and innovation.
- Team Leadership and Development. Mentor and lead the IT department, fostering a culture of high performance, continuous improvement, and alignment with strategic goals.
- Risk Management and Compliance. Manage IT-related compliance and risk, adhering to industry regulations and standards.
- Bachelor’s or master’s degree in Computer Science, Information Technology, Business Administration, or a related field. An MBA or relevant advanced degree is preferred.
- A minimum of 10 years' experience in IT or IS management, with at least 5 years in a leadership role within a technology-driven environment.
- Proven expertise in managing a wide array of IT functions, including modern SaaS platforms, IT infrastructure, user services, and governance.
- Strong project management skills and experience leading significant IT initiatives.
- Excellent leadership and communication skills, with a proven ability to engage and manage a diverse team.
- Deep understanding of regulatory compliance and security standards pertinent to the financial services industry.
- Flexibility in Hours. Must have the flexibility to occasionally work during US Eastern Time work hours to ensure alignment and collaboration with the New York City site.
- Language Proficiency. Fluent in English, both written and spoken, to ensure effective communication across all levels of the organization.
WHAT WE OFFER
- 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
- Professional Development: Sponsored learning & development program
- Work Flexibility: A hybrid office work model (In-Office Mon/Tues/Weds and WFH Sun//Thurs)
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.
Gallery
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!
