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 Relationship Manager, Retirement Solutions to oversee relationships with sponsors of defined contribution plans. This newly created function will allow us better serve a vital stakeholder in the DC space, bolster our overall growth, and execute on our mission of helping individual investors to retire wealthier. The Relationship Manager, Retirement Solutions will work with colleagues to define our go-to-market strategy and service model for plan sponsors.
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.
- Educate plan sponsors about Pontera’s services and the benefits we provide to plan participants, plan sponsors, advisors and plan recordkeepers.
- Develop and maintain excellent relationships with key decision makers and influencers at assigned sponsors, driving client satisfaction and advocacy.
- Deliver compelling presentations leading to high adoption of services.
- Create, manage, and expand the database of plan sponsors.
- Collaborate closely with DC Partnerships colleagues and other client facing teams.
- 5-8 years of experience in relationship management, business development, sales, or similar functions within the financial services space.
- Experience working directly with defined contribution plan sponsors.
- Demonstrated success meeting or exceeding goals in a fast-paced environment with an adaptable start-up mindset.
- 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.
- Bachelor’s degree or higher in an applicable discipline.
- Ability to travel, up to 10%.
- Compensation: Base: $125,000; OTE: $180,000- 195,000
- 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.
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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!
