State Affairs Manager at Pontera

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Minimum of 5-7 years of experience working with regulators and elected officials in the financial services or fintech space
Bachelor’s degree in a relevant field (public policy, political science, etc.) or equivalent practical experience
Excellent communication and presentation skills to build and maintain relationships with internal and external stakeholders
Strong track record of managing high-stakes policy issues and building relationships with financial regulators at both the state and local level
Ability to operate cross-functionally in a way that enables you to manage internal and external processes and stakeholders
Willingness to travel 4-8 days per month
Preferred: understanding of financial technology and/or investment advice

Responsibilities

Implement Pontera’s state policy strategy, working cross-functionally with senior leaders across our policy, legal, marketing and sales teams
Develop a strong understanding of business priorities and regulatory and legislative trends to inform our strategy and engagement
Provide guidance and insight to leadership and sales team regarding state regulatory and policy talking points
Provide demonstrations and trainings to state securities commissions, ensuring they understand how Pontera works and protects retirement savers
Representing Pontera with third party advocates to influence local policy makers at the state government level to advance regulatory strategy

Skills

Public Policy

Government Relations

State Securities Regulation

Regulatory Affairs

Stakeholder Management

Policy Strategy

Legislative Analysis

Cross-functional Collaboration

Regulatory Compliance

Public Speaking

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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