Full-Time

Public Policy Manager

Confirmed live in the last 24 hours

Pontera

Pontera

201-500 employees

Platform for managing retirement accounts

Fintech
Financial Services

Compensation Overview

$170k - $190kAnnually

Senior

New York, NY, USA

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

Category
Financial Consulting
Consulting
Required Skills
Public Policy
Requirements
  • 6-8 years experience in public policy, government relations, or related fields, with a focus on financial services. Prior experience engaging directly with state or federal securities regulators is highly desirable.
  • Bachelor’s degree in Public Policy, Political Science, Law, or related field
  • Proven track record of successfully building and managing relationships with senior stakeholders in the public sector.
  • Experience presenting complex technical subject matter to regulatory audiences.
  • Strong understanding of public policy issues related to consumer finance, data privacy, retirement, and securities.
  • Excellent written and verbal communication skills, with the ability to communicate policy ideas to diverse audiences.
  • Ability to work at both the strategic and the details-level, seeing relationships and objectives from start to finish.
Responsibilities
  • Design and execute regulatory and legislative strategies supporting consumer choice and retirement outcomes: Pontera has created a new category of 401k advice, and is building broad-based policy support for use of our tool. This could involve legislative or regulatory strategies
  • Represent Pontera with state and federal policymakers - Pontera engages state and federal policymakers and elected officials to deliver clarity for advisers and retirement savers using our service. These relationships require cultivation and attention as our platform evolves and regulators deepen their understanding of technology-driven solutions.
  • Develop thought leadership - Drawing on your policy, industry, and consumer research, craft unique thought leadership materials that build Pontera as a trusted, consumer-centric brand while delivering valuable insights to policymakers and other key stakeholders. Collaborate with the marketing department to disseminate thought leadership materials.
  • Build relationships within industry associations - Ensure Pontera is maximizing value in our industry association memberships by forming strong relationships with staff, participating in relevant policy work, accessing and analyzing early policy proposals, and more.
  • Develop policy proposals and responses - Lead material creation and delivery for proposals (e.g., formal comment letters). Additionally, assist in the development of responsive materials for regulators (e.g., inquiry responses) with the help of counsel and other team members.
  • Be an internal expert- Become a partner and resource for internal departments in the areas of compliance, public policy, and public opinion.

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. Unlike many competitors, Pontera specifically targets financial advisors and their clients with a subscription-based model, ensuring a consistent revenue stream while enhancing client satisfaction and retention. The goal of Pontera is to improve financial outcomes for investors by providing tools that enable better management of retirement accounts.

Company Stage

Late Stage VC

Total Funding

$147.3M

Headquarters

New York City, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

14%

1 year growth

42%

2 year growth

105%
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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 enhancement.
  • Pontera's expansion into NYC indicates strong growth and future potential.

What critics are saying

  • Expansion into NYC could increase operational costs, straining financial resources.
  • Dependency on large clients like Stifel poses risks if partnerships face challenges.
  • Rapid growth may lead to high investor expectations and pressure for performance.

What makes Pontera unique

  • Pontera allows advisors to manage clients' held-away accounts, including 401(k)s.
  • The platform integrates with existing tools for seamless portfolio management.
  • Pontera's active management claims an average 3.3% annual return increase, net of fees.

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