Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
We are looking for a Defined Contribution Sponsor Relationship Consultant to oversee relationships with sponsors of defined contribution plans. This newly created function will allow us better serve a vital stakeholder in the DC space, bolster our overall growth, and execute on our mission of helping individual investors to retire wealthier. The Defined Contribution Sponsor Relationship Consultant will work with colleagues to define our go-to-market strategy and service model for plan sponsors.
This role will require a strong relationship manager who can demonstrate the value of an innovative tech platform to a well-established industry. A successful candidate will be a creative problem-solver who can achieve a high level of customer satisfaction while driving Pontera’s agenda forward. This will be an important role contributing to the success of the Defined Contributions Partnerships team at Pontera.
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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