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Full-Time

Director of Product Marketing

Confirmed live in the last 24 hours

Pontera

Pontera

201-500 employees

Financial advisor software for 401k management

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
Growth & Marketing
Required Skills
Market Research
Sales
Marketing
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.
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 offers financial advisor software for 401k management, allowing advisors to securely manage held-away accounts and optimize tax strategies. The platform also provides consolidated reporting, secure rebalancing, and aids compliance with financial regulations.

Company Stage

N/A

Total Funding

$158.7M

Headquarters

New York City, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

26%

1 year growth

54%

2 year growth

116%
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Simplify's Take

What believers are saying

  • The recent $60 million funding round and a $550 million valuation indicate strong financial health and growth potential.
  • Partnerships with major firms like Stifel, Ameritas, and CAPTRUST expand Pontera's market reach and enhance its service offerings.
  • The expansion into a new 41,000 square foot space in New York City signals significant growth and operational scaling.

What critics are saying

  • The fintech space is highly competitive, and Pontera must continuously innovate to maintain its edge.
  • Integration challenges with multiple partners and platforms could lead to operational inefficiencies.

What makes Pontera unique

  • Pontera specializes in enabling financial advisors to manage held-away accounts like 401(k)s and 403(b)s, a niche not widely addressed by other fintech platforms.
  • The platform's seamless integration with existing portfolio management tools provides a unique advantage in delivering holistic financial advice.
  • Pontera's focus on secure and compliant management of retirement accounts sets it apart in the fintech landscape.