Full-Time

Director of Product Marketing

Confirmed live in the last 24 hours

Pontera

Pontera

201-500 employees

Platform for managing retirement accounts

Fintech
Financial Services

Compensation Overview

$190k - $220kAnnually

+ Equity Grants

Senior, Expert

New York, NY, USA

Hybrid position requiring in-office presence in NYC.

Category
Product Marketing
Product
Required Skills
Market Research
Management
Data Analysis
Requirements
  • 10-15 years product marketing experience with at least 5 years management experience
  • Wealth Management or Financial Services experience and/or experience working with Financial Advisors (RIA model) - need at least one of these three
  • Proven track record of successfully launching complex products or features in a B2B and/or B2C environment, including planning, execution, and post-launch. Also skilled with strategic planning / prioritization of launches.
  • Nice to have: Retirement product knowledge; understanding of 401(k)s, IRAs
  • Nice to have: Someone who has worked in big and small organizations and is able to translate best practices into effective processes for our unique organization
  • Nice to have: has worked in a B2B SaaS environment
Responsibilities
  • Develop and execute a comprehensive product marketing strategy to drive awareness and adoption for Pontera across all of our audiences; Ground decisions and recommendations in a key understanding of data and revenue opportunity
  • Become an expert on our products, the market, and our customers in order to articulate product positioning, messaging, and value propositions
  • Own the customer and market research agenda; Identify key customer segments and develop personas and be the voice of the customer
  • Plan and execute product launches, nailing our target audience, messaging, channel strategy, and measurement
  • Increase product adoption and customer growth by collaborating with Marketing, Product, Sales, Client Experience, and analytics to influence product roadmaps and improve sales win rates and improve feature usage
  • Collaborate with analytics and product to understand to look for opportunities to increase funnel throughput
  • Develop and nurture a high-performing Product Marketing team, providing coaching, mentorship, and professional development opportunities
  • Set up the foundation and ways of working for the Product Marketing team to operate efficiently and scale successfully

Pontera provides a platform for financial advisors to manage and monitor their clients' 401k and other retirement accounts. The platform allows advisors to integrate all investable assets into a single portfolio, which helps in offering comprehensive wealth planning. Pontera's active management approach aims to generate higher returns, with an average increase of 3.3% per year, net of fees, compared to non-actively managed assets. This can lead to significant long-term financial gains for investors. The company primarily targets financial advisors and their clients, especially those with multiple retirement accounts. Pontera operates on a subscription-based model, charging financial advisors for access to its services, which enhances their offerings and improves client satisfaction. The goal of Pontera is to facilitate better management of retirement accounts, ultimately contributing to the long-term wealth accumulation of investors.

Company Stage

Late Stage VC

Total Funding

$147.3M

Headquarters

New York City, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

14%

1 year growth

42%

2 year growth

105%
Simplify Jobs

Simplify's Take

What believers are saying

  • 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.

What critics are saying

  • 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.

What makes Pontera unique

  • 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.

Help us improve and share your feedback! Did you find this helpful?