Commercial Counsel at Pontera

New York, New York, United States

Pontera Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
FintechIndustries

Requirements

  • Experienced legal strategist with at least 5 years of legal experience, including a combination of experiences in-house at a SaaS or technology company and law firm
  • Deep experience in drafting and negotiating SaaS agreements, MSAs, licensing agreements, and NDAs with enterprise clients, vendors, and integration partners
  • Experience creating and maintaining standard terms, playbooks, fallback provisions, and contract templates
  • Experience managing legal workflows and implementing contract lifecycle management (CLM) tools
  • Experience identifying and mitigating legal, compliance, IP, and privacy risks in contracts
  • Must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia. Active bar membership in the jurisdiction where the position is based (or eligibility for in-house counsel registration, if applicable) is required
  • Plus: In-house experience with a fintech or RIA

Responsibilities

  • Draft, review and negotiate a wide variety of commercial agreements, including enterprise, third party vendors and commercial deals
  • Support sales teams during deal cycles by reviewing and revising contracts to align with company policies and risk tolerance
  • Identify and mitigate legal and business risks in commercial engagements while supporting growth
  • Ensure contracts comply with relevant data privacy regulations and work with security teams to manage DPAs, etc
  • Develop internal training programs for go-to-market teams on contracting processes and legal risks
  • Advise internal stakeholders on legal risks and benefits to commercial terms, intellectual property, privacy and use of open-source software

Skills

Contract Drafting
Contract Negotiation
Contract Review
Commercial Agreements
Vendor Agreements
Data Privacy Compliance
DPAs
Legal Risk Mitigation
Sales Support

Pontera

Platform for managing retirement accounts

About Pontera

Pontera offers a platform for financial advisors to manage and monitor their clients' 401k and retirement accounts, allowing for a cohesive approach to wealth planning. The platform focuses on active management, which has been shown to increase returns by an average of 3.3% per year, net of fees. Pontera operates on a subscription model, generating revenue from financial advisors who use the service to enhance client outcomes. The company's goal is to improve client satisfaction and retention by providing valuable tools for managing retirement assets.

New York City, New YorkHeadquarters
2012Year Founded
$147.3MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
401(k) Company Match
Paid Parental Leave
Family Planning Benefits
Professional Development Budget
Hybrid Work Options
Unlimited Paid Time Off
Equity
Food Perks

Risks

Expansion into a large NYC office could lead to unsustainable operational costs.
Dependency on large clients like Stifel poses risks if partnerships underperform.
Rapid growth and funding may pressure Pontera into strategic missteps.

Differentiation

Pontera allows advisors to manage clients' held-away accounts, enhancing holistic wealth planning.
The platform boasts an average 3.3% annual return increase, net of fees, for clients.
Pontera integrates seamlessly with existing portfolio management tools, improving financial outcomes.

Upsides

Pontera's partnership with Stifel expands its reach to over 200,000 clients.
The $60 million funding round supports Pontera's growth and platform enhancements.
Pontera's expansion into a larger NYC office indicates strong business growth.

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