Solutions Partner Manager at Pontera

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Wealth Management, Financial ServicesIndustries

Requirements

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 integrations

Responsibilities

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

Skills

Key technologies and capabilities for this role

Project ManagementIntegration StrategyProduct ManagementTechnical ProficiencyStrategic ThinkingPMOWealth Management TechnologyCustodiansTAMPsBusiness Development

Questions & Answers

Common questions about this position

What is the salary or compensation for the Solutions Partner Manager role?

This information is not specified in the job description.

Is this Solutions Partner Manager position remote or does it require office work?

This information is not specified in the job description.

What key skills are required for the Solutions Partner Manager role?

The role requires best-in-class project management, technical proficiency, and strategic thinking, along with experience managing complex projects end-to-end and leading solutions architecture discussions.

What is the company culture like at Pontera?

Pontera's culture is built on a people-first principle, prioritizing the people served and worked alongside in a complex, numbers-driven industry, with a fast-growing team dedicated to helping people retire with greater security.

What makes a strong candidate for the Solutions Partner Manager position?

A strong candidate is a solutions-driven leader with project management expertise, technical proficiency, strategic thinking, and the ability to own integration roadmaps, manage cross-functional teams, and build partner relationships.

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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