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.
This role, within the Business Development team, is critical to accelerating our product strategy and commercial objectives by bringing new integrated capabilities to market. As the Solutions Partner Manager, you will own the strategy and execution of our integration roadmap with our Strategic Partners, including the translation of commercial opportunities into tangible product development initiatives. You will act as the primary interface between partner’s Product and Operational leaders and Pontera’s Engineering, Product, and Business Development teams, managing complex projects end-to-end. We are looking for a solutions-driven leader who can bring best-in-class project management, technical proficiency, and strategic thinking to unlock opportunities with the largest Wealth Management Technology platforms, Custodians, and TAMPs and accelerate Pontera’s growth.
- Project Management (PMO): Serve as the central Project Management Office (PMO) for complex, strategic integrations. This includes overseeing the full implementation cycle from conception through to launch, and managing timelines, risks, and cross-functional dependencies across R&D, GTM, and Product teams.
- Solutions Architecture: Lead deep scoping and solutioning discussions with partner Product, Engineering, and Implementation teams. This involves defining clear technical requirements, conducting appropriate handoffs with R&D and Product, and routinely engaging with key customers to gather feedback on integration needs.
- Roadmap & Prioritization: Own and manage the integration roadmap in close collaboration with the Director of Strategic Partnerships and Director of R&D. Prioritize development based on commercial value, technical feasibility, and alignment with partnership strategy. Additionally, implement internal processes that allow us to source, prioritize, and execute on customer and internal feedback related to our integrations.
- Relationship Management & GTM: Build and maintain relationships and open lines of communication with partners' technical teams, including Product, Engineering, Implementation, and Data Operations leadership. Develop comprehensive collateral, user guides, and other integration-focused content in collaboration with external stakeholders and Product Marketing to drive adoption.
- 7+ years of experience in an Integrations, Technology Partnerships, PMO, or Product Management role within FinTech, WealthTech, or high-growth SaaS.
- Highly solutions-oriented with a track record of translating ambiguous commercial needs into defined technical specifications.
- Exceptional communication skills, capable of bridging complex technical concepts for Executive, Commercial, and Engineering audiences.
- Deep understanding of API integrations, data structures, and the software development lifecycle, as well as a strong handle of enterprise SaaS business models and GTM motions.
- Proven expertise in project management and the ability to serve as a PMO for external-facing initiatives.
- Compensation: $180,000 to $200,000 annually
- 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 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!
