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Pontera

Active retirement accounts management for advisors

Head of Marketing

Marketing Generalist & ManagementPosted on Nov 13
Full-timeNew York, NY, USA$275k - $375k

About the Job

Requirements

  • At least 8 years of B2B marketing experience, ideally in SaaS, fintech, wealthtech, or another complex technology environment.
  • A track record of building marketing programs that contribute measurably to pipeline and revenue.
  • Strong expertise across digital marketing, content, and go-to-market strategy.
  • Ability to operate effectively in a high-growth environment with significant ownership and ambiguity.
  • Strong analytical skills and the ability to connect marketing activity to business outcomes.
  • Technical fluency to lead AI initiatives from problem identification through prototype, implementation, and adoption.
  • Examples of personally built work using tools such as ChatGPT, Claude, or similar platforms.

Responsibilities

  • Own the overall marketing strategy and translate company growth priorities into a clear marketing roadmap.
  • Lead and develop the Marketing organization, creating clear goals, priorities, and accountability across the team.
  • Partner with Sales, Product, Customer Success, and senior leadership to align marketing with the broader go-to-market strategy.
  • Own marketing planning, budget allocation, performance measurement, and investment decisions.
  • Manage a high-performing marketing function that balances strategic thinking with speed and execution.
  • Work with the Data team to develop and implement AI marketing tools and integrations.
  • Translate complex product and industry concepts into clear, differentiated stories for financial advisors, wealth management firms, and other key audiences.
  • Strengthen the company's position as a leader in the wealth management and retirement ecosystem.
  • Develop content and thought leadership that increases awareness, credibility, and engagement within the target market.
  • Ensure consistency and quality across the company's brand, website, campaigns, content, and external communications.
  • Build a measurable demand-generation engine that contributes directly to qualified pipeline and revenue.
  • Partner with Sales to understand target accounts, buyer signals, conversion points, and opportunities to improve the customer journey.
  • Develop integrated campaigns across digital, content, events, partnerships, and other relevant channels.
  • Establish clear measurement across the funnel and use data to continually improve marketing effectiveness.
  • Experiment with new channels, approaches, and technologies while maintaining high standards for brand and customer experience.
  • Build and improve AI agents, integrate them into existing technology stack and workflows, and help the team develop the skills to use them effectively.
  • Assess AI-generated work, refine it when needed, and iterate until it meets the team's quality and business needs.

Desired Qualifications

  • Experience in SaaS, fintech, wealthtech, or another complex technology environment.

About the Company

Pontera

Active retirement accounts management for advisors

Pontera helps financial advisors actively manage and monitor clients’ 401(k) and other retirement accounts by integrating multiple accounts into a single, coherent portfolio for holistic wealth planning. The platform is used by advisors via a subscription service to monitor assets and execute active management, with the aim of achieving higher net returns (average +3.3% per year) compared to passive management. This differentiates Pontera from competitors by focusing on active, multi-account retirement asset management through a B2B subscription model that enhances advisors’ service offerings. The company’s goal is to improve client outcomes, boost advisor satisfaction and retention, and grow long-term wealth for investors by delivering more effective retirement account management.

Company size
201-500
Company stage
Late Stage VC
Total funding
$151.5M
Headquarters
New York City, New York
Founded
2012

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