Pontera is hiring a

Senior Events Manager

New York, United States

Pontera is a FinTech SaaS company on a mission to help millions of Americans retire better by enabling financial advisors to manage, rebalance, and report on 401(k) and other retirement plan accounts. Pontera customers range from Fortune 100 financial services firms and large independent broker dealers to small independent RIA’s and advisory firms. 

At Pontera, we are proud of our people-first mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world. We have significant funding from some of the most notable venture capital investors, led by Lightspeed Venture Partners, and are in a period of hyper-growth. The next critical step in our trajectory is adding to our world-class team, and that’s where you come in.

DESCRIPTION

Pontera is seeking Sr. Events Manager to lead an events team that plans, promotes, and executes our attendance at industry conferences, ensuring quality engagements with wealth advisors and technology partners.  The ideal candidate has extensive experience with events/field marketing in the financial services sector.

This is an opportunity to join a fast-growing fintech company and build a team of talented community managers that will make a significant contribution to our partnerships strategy. Reporting to the Director of Partnership Marketing, this role closely collaborates with our business development, content marketing and design, and communications teams.

RESPONSIBILITIES

  • Continuously refine Pontera’s industry conference participation objectives and strategies, maximizing opportunities to grow brand awareness, educate our customers, and generate new business
  • Oversee Pontera’s events calendar, budget, and materials inventory; ensure your team is effectively managing expenditures according to plan  
  • Establish best practices for managing events from start to finish, including negotiating event sponsorship contracts, managing logistics, planning keynotes with leaders, setting conference appointments, and tracking success
  • Hire a team of Community Managers to project manage our event participation and staff the booths
  • Oversee the execution of  promotional campaigns to maximize booth traffic and planned engagements 
  • Create a strong feedback loop between your team and the business development team, ensuring all event contacts have follow up
  • Own the lead tracking and reporting process to hit event KPIs and drive ROI
  • Analyze event performance to prioritize future conference participation 
  • Make suggestions to leadership regarding when/how Pontera might consider hosting our own virtual and/or in-person events 
  • Stay up-to-date with GTM initiatives and creative event strategies to identify new conference opportunities. 
  • Work with your manager to hone your skills in marketing and management as the team grows. 

REQUIREMENTS

  • Bachelor’s Degree
  • 6+ years of experience in events/field marketing in the financial services sector, preferably in wealth management 
  • Highly analytical approach to tracking event initiatives, creating efficient and scalable programs, and driving measurable ROI 
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships with stakeholders at all levels
  • Exceptional project and people management skills
  • Proficiency in marketing tools and platforms, such as CRM systems, email marketing platforms, and analytics tools
  • Ability to travel up to 30% of the time 

WHAT WE OFFER

  • Compensation: $140,000 to $155,000 annually
  • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
  • Team Culture: A collegial, collaborative, fun work environment with frequent team events
  • Equity: All new hires are eligible for equity grant participation
  • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
  • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
  • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
  • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
  • Food Perks: Fully stocked kitchen & lunch reimbursement program
  • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

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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