Pontera

Senior Product Marketing Manager - Integration Partners

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Venture CapitalIndustries

Requirements

Candidates should possess a Bachelor's degree in Marketing, Business, or a related field, and have at least 7 years of product marketing experience, with a strong focus on technology or fintech. Demonstrated experience in go-to-market strategy development and execution is essential, along with a deep understanding of the wealth management tech ecosystem, including other wealth technology providers, turnkey asset management platforms (TAMPs), and custodians. Strong analytical skills and the ability to translate data into actionable insights are also required.

Responsibilities

The Senior Product Marketing Manager will be responsible for developing and executing the go-to-market strategy for Pontera’s integration partners segment, including persona development, messaging and positioning, launch planning, partner enablement, and cross-functional coordination. They will collaborate with product, integration partners, and marketing teams to drive market awareness and adoption, while also consulting on product strategy and shaping the product roadmap based on customer feedback and market trends.

Skills

GTM Strategy

Persona Development

Messaging

Positioning

Product Roadmap

Cross-functional Leadership

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.

Key Metrics

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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