Full-Time

Partnerships Marketing Director

Confirmed live in the last 24 hours

Pontera

Pontera

201-500 employees

Provides software for managing 401k accounts

Fintech

Compensation Overview

$180,000 - $200,000Annually

+ Equity grant participation

Senior, Expert

New York, NY, USA

Required Skills
Sales
Marketing
Data Analysis
Requirements
  • Bachelor's Degree
  • 10+ years of experience in channel/field marketing in the financial services sector, wealth management a major plus
  • Strong understanding of financial advisory firms and their marketing needs, with the ability to develop strategies that resonate with target audiences.
  • Highly analytical approach to managing a budget, creating efficient and scalable programs, and driving measurable ROI
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships with partners and internal stakeholders at all levels.
  • Proficiency in marketing tools and platforms, such as CRM systems, marketing automation software, and analytics tools
  • Leadership experience, with the ability to inspire and motivate a team, foster collaboration, hire exceptional talent, and drive results.
Responsibilities
  • Roll up your sleeves and design partner marketing programs to reach, onboard, and engage financial advisory firms associated to our partners
  • Lead and grow a team– now 2– to effectively execute tactics including: email and text campaigns, webinars, event sponsorships, partner training programs, content marketing, and more
  • Directly collaborate with partners and Pontera marketing and sales leadership to strategize and prioritize marketing programs
  • Own the partnerships marketing budget, including our event sponsorships, partner appreciation programs, and associated swag
  • Deliver well-researched creative briefs to our content and design team to support your programs while managing partner expectations and timelines
  • Build and maintain strong relationships with partner marketing and PR departments to build alignment and commitments
  • Track and analyze the performance metrics of partner marketing campaigns, using data-driven insights to optimize and improve campaign effectiveness.
  • Stay apprised of industry trends, best practices, and technologies in channel and field marketing to inform experimentation
  • Foster a collaborative and high-performing team culture, promoting knowledge sharing, continuous learning, and professional development

Pontera's environment fosters a culture of transparency and compliance, making it an ideal place for professionals passionate about ethical financial management. The company is a leader in the field of 401k management software, equipping financial advisors with tools for secure account handling and strategic tax optimization. This focus on empowering advisors to maintain regulatory compliance while enhancing client outcomes marks it as a standout workplace in the financial technology sector.

Company Stage

N/A

Total Funding

$158.7M

Headquarters

New York, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

26%

1 year growth

65%

2 year growth

130%