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

+ Equity Grants

Senior, Expert

New York, NY, USA

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

Category
Generalist Recruiting
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. 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 platform, which helps them improve client outcomes and satisfaction. The goal of Pontera is to provide tools that enable financial advisors to enhance their service offerings and ultimately lead to better financial results for their clients.

Company Stage

Late Stage VC

Total Funding

$147.3M

Headquarters

New York City, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

20%

1 year growth

50%

2 year growth

116%
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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