Full-Time

Strategy & Operations Associate

Posted on 7/31/2024

Pontera

Pontera

201-500 employees

Platform for managing retirement accounts

Fintech
Financial Services

Compensation Overview

$100k - $125kAnnually

+ Equity Grants

Mid

New York, NY, USA

Hybrid office work model: In-Office Tues/Weds/Thurs and WFH Mon/Fri.

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Sales
Communications
Tableau
Salesforce
Marketing
PowerPoint/Keynote/Slides
Requirements
  • 2-4 years prior work experience in a strategic or analytical role preferably within Management Consulting, Investment Banking, Private Equity, FinTech or B2B SaaS.
  • Bachelor’s Degree in Economics, Business, and/or Finance preferred.
  • Excellent communication and interpersonal skills with ability to lead and influence external and internal stakeholders.
  • History of mastering PowerPoint and Excel; experience with Salesforce and Tableau or similar BI tools is a plus.
  • Highly adaptable. A self-starter with a strong business sense and an ability to ramp up quickly in a fast-paced environment.
  • Unmatched attention to detail and the ability to manage multiple workstreams without sacrificing quality and accountable to meeting deadlines.
Responsibilities
  • Be the strategic engine behind growth initiatives involving industry-leading FinTechs and wealth management firms, conducting analyses (i.e., new product/market opportunity sizing, industry mapping, trends analysis, data visualizations, etc.) to identify, scope, and prioritize new partnerships.
  • Collaborate closely with Enterprise Sales and Marketing teams to enable continued growth of our scaled partnerships, helping to develop our channel sales strategy.
  • Manage new integration projects through key milestones – from development to 'customer one' to broad rollout – owning all aspects of the launch (i.e., go to market plans and the support model).
  • Serve as the subject-matter expert on Pontera’s integrations with internal and external stakeholders.
  • Develop materials for Pontera’s C-Suite for Board of Directors meetings and to use in pitch meetings with Executives at prospective partners and clients.

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 service focuses on active management, which has shown to generate an average increase of 3.3% per year, net of fees, compared to non-actively managed assets. This approach can significantly enhance long-term wealth accumulation for investors. Pontera primarily targets financial advisors and their clients, especially those with multiple retirement accounts. The company operates in the wealth management sector and offers a subscription-based service to advisors, enabling them to improve their service offerings and client outcomes. This subscription model not only provides a consistent revenue stream for Pontera but also helps advisors increase client satisfaction and retention.

Company Stage

Late Stage VC

Total Funding

$147.3M

Headquarters

New York City, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
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.

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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

INACTIVE