Full-Time

Director of People Strategy

Confirmed live in the last 24 hours

Pontera

Pontera

201-500 employees

Platform for managing retirement accounts

Fintech
Financial Services

Compensation Overview

$170k - $200kAnnually

Senior

New York, NY, USA

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

Category
Human Resources
People & HR
Requirements
  • Bachelor’s Degree; advanced degree or HR certification a plus.
  • 8+ years of HR experience, with a focus on HRBP and/or generalist roles, including leadership of HR teams.
  • Experience in a high-growth tech company or startup environment, with a strong understanding of the challenges and dynamics that come with rapid scaling and innovation.
  • Strong business acumen and experience partnering with senior leaders in a dynamic, high-growth environment.
  • Proven track record of driving HR strategies that align with business objectives.
  • Expertise in performance management, organizational design, and talent development.
  • Excellent communication, problem-solving, and interpersonal skills.
  • Ability to thrive in a fast-paced, changing environment with a strong focus on delivering results.
Responsibilities
  • Initially serve as the primary HR Business Partner for GTM leaders, offering strategic and tactical HR support on workforce planning, talent development, performance management, organizational design, and employee engagement.
  • Lead the development and expansion of the HRBP team, to effectively support multiple business units. Provide mentorship and guidance to ensure the team delivers strategic value across the organization.
  • Develop a deep understanding of the company’s GTM strategy, structure, and objectives to ensure alignment between HR initiatives and business goals.
  • Drive the implementation of performance management processes, ensuring alignment with business goals and fostering a culture of continuous feedback and development.
  • Partner with leaders to address employee relations issues, mitigate risks, and promote a positive, inclusive workplace culture.
  • Lead organizational design efforts, ensuring that team structures are optimized for performance, growth, and scalability.
  • Work closely with leaders to identify and address talent gaps, develop succession plans, and ensure the development of high-potential employees.
  • Provide leadership and guidance during periods of organizational change, helping teams adapt and thrive in evolving environments.
  • Ensure that HR policies and practices comply with relevant labor laws and best-in-class HR standards.

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 business model not only provides a steady revenue stream through subscription fees but also enhances client satisfaction and retention for the advisors.

Company Stage

N/A

Total Funding

$147.3M

Headquarters

New York City, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

15%

1 year growth

49%

2 year growth

109%
Simplify Jobs

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.

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