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’re looking for an Event Marketing Manager to partner with our Director of Events to bring Pontera's event strategy to life. This person will play a key role in planning and executing high-impact experiences while independently owning projects and collaborating closely with Marketing and Sales. We're looking for someone who is equal parts collaborator, executor, and creative problem solver. This role is a true partnership with the Directorof Events, helping bring our event strategy to life while continuously raising the bar for how Pontera shows up in the market.
You'll support the planning and execution of our trade shows, hosted events, executive programs, and field marketing initiatives, while also owning projects independently when appropriate. You'll help transform ideas into exceptional experiences, contribute your own creative thinking, and ensure flawless execution from planning through onsite delivery.
This is a hands-on role for someone who thrives on both planning and execution. Whether you're developing booth concepts, coordinating vendors, managing logistics, packing materials, setting up onsite, or solving last-minute challenges, you're willing to do whatever it takes to deliver a seamless and memorable experience. At Pontera, no task is too small when it comes to creating events that leave a lasting impression.
What Success Looks LikeYou're equally comfortable brainstorming a new booth experience as you are labeling shipping boxes, managing inventory, building a run of show, or troubleshooting onsite. You understand that exceptional events are built through thoughtful planning, meticulous execution, and a willingness to jump in wherever needed. You take pride in making the details invisible so attendees experience something extraordinary.
- Partner with the Director of Events to plan and execute Pontera's trade shows, conferences, hosted events, executive dinners, and field marketing programs.
- Independently manage assigned events and projects while collaborating on larger strategic initiatives.
- Bring creative ideas to the table and help transform event concepts into engaging, memorable brand experiences.
- Help elevate Pontera's presence through thoughtful booth design, branded environments, and event activations that attract the right audiences.
- Own the operational execution of events, including shipping and receiving, inventory management, booth setup and teardown, registration management, vendor coordination, onsite logistics, and post-event reconciliation.
- Coordinate vendors, venues, agencies, shipping, travel, registration, and onsite logistics to ensure seamless execution.
- Partner closely with Marketing and Sales to align event plans with business goals and campaign priorities.
- Track event performance, lead tracking, maintain project plans, and identify opportunities to improve future programs.
- Manages event-level budgets, purchase orders, invoices, and expense tracking within approved plans.
- Coordinate internal event communications, staffing plans, executive schedules, and event documentation to ensure cross-functional readiness.
- Build and maintain strong relationships with vendors and industry partners.
- Manage multiple projects simultaneously while maintaining exceptional organization and attention to detail.
- Travel up to 20% to support onsite event execution, including trade shows, conferences, and hosted events. This role includes occasional lifting, shipping, booth setup, and other hands-on responsibilities to help deliver exceptional event experiences.
- A collaborative mindset with the confidence to own projects independently while partnering closely with leadership on larger initiatives.
- 5-7 years of experience in event marketing, field marketing, or event management in a B2B Saas environment.
- Proven experience managing trade shows, conferences, and industry events from planning through execution.
- Strong expertise in vendor management, event logistics, budgeting, and project management.
- Experience partnering cross-functionally with Marketing, Sales, and external stakeholders.
- Outstanding organizational skills with the ability to manage multiple complex initiatives simultaneously.
- Experience building event reporting and performance measurement frameworks to evaluate program success.
- A creative mindset with a passion for designing memorable brand experiences.
- Comfortable working independently while collaborating effectively across teams.
- This is a hands-on role that requires a willingness to pitch in wherever needed to ensure every event is executed flawlessly.
- Experience using Monday.com for project management.
- Experience with Marketo or another marketing automation platform.
- Experience in financial services marketing is a plus.
- Compensation: Annual Salary of $110,000-$130,000
- 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.
Skills Required
- Collaborative mindset with ability to own projects independently
- 5-7 years experience in event marketing, field marketing, or event management in a B2B SaaS environment
- Proven experience managing trade shows, conferences, and industry events from planning through execution
- Expertise in vendor management, event logistics, budgeting, and project management
- Experience partnering cross-functionally with Marketing, Sales, and external stakeholders
- Outstanding organizational skills and ability to manage multiple complex initiatives simultaneously
- Experience building event reporting and performance measurement frameworks
- Creative mindset and passion for designing memorable brand experiences
- Comfortable working independently while collaborating effectively across teams
- Willingness to perform hands-on tasks (lifting, packing, onsite setup) and pitch in wherever needed
- Willingness to travel up to 20% to support onsite event execution
- Experience using Monday.com for project management
- Experience with Marketo or another marketing automation platform
- Experience in financial services marketing
What the Team is Saying
Pontera Compensation & Benefits Highlights
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Retirement Support — Retirement savings are bolstered by a competitive 401(k) match with immediate vesting and access to a financial advisor. This combination strengthens long-term planning support.
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Leave & Time Off Breadth — Generous PTO combined with designated “work from anywhere” periods broadens flexibility for taking time away and choosing location. A hybrid setup also enables remote days while maintaining in‑office collaboration on set days.
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Parental & Family Support — Fully paid parental leave alongside reimbursements for fertility and adoption expenses indicates robust support for growing families. Additional accommodations like a dedicated Mother’s Room reinforce practical coverage.
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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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!
