Director of Product Marketing, Pontera
$190-220k
+ Equity
More information about location
3 days a week in office
Wealth management for held-away accounts
Open for applications
Wealth management for held-away accounts
101-200 employees
Open for applications
$190-220k
+ Equity
More information about location
3 days a week in office
101-200 employees
Company mission
To help individuals retire with greater wealth and financial security.
Role
Who you are
- The ideal candidate is familiar with the needs and wants of Financial Advisors in both an RIA and Broker-Dealer model
- 10-15 years product marketing experience with at least 5 years management experience
- Wealth Management or Financial Services experience and/or experience working with Financial Advisors (RIA model) - need at least one of these three
- Proven track record of successfully launching complex products or features in a B2B and/or B2C environment, including planning, execution, and post-launch. Also skilled with strategic planning / prioritization of launches
- Nice to have: Retirement product knowledge; understanding of 401(k)s, IRAs
- Nice to have: Someone who has worked in big and small organizations and is able to translate best practices into effective processes for our unique organization
- Nice to have: has worked in a B2B SaaS environment
What the job involves
- We are looking for a Product Marketing Director to lead our Product Marketing function and manage a team of Product Marketers
- This person will work closely with our sales and marketing teams in New York as well as our product and engineering teams in Israel
- This position reports to the Chief Business Officer and is hybrid in our NYC office
- Develop and execute a comprehensive product marketing strategy to drive awareness and adoption for Pontera across all of our audiences; Ground decisions and recommendations in a key understanding of data and revenue opportunity
- Become an expert on our products, the market, and our customers in order to articulate product positioning, messaging, and value propositions
- Own the customer and market research agenda; Identify key customer segments and develop personas and be the voice of the customer
- Plan and execute product launches, nailing our target audience, messaging, channel strategy, and measurement
- Increase product adoption and customer growth by collaborating with Marketing, Product, Sales, Client Experience, and analytics to influence product roadmaps and improve sales win rates and improve feature usage
- Collaborate with analytics and product to understand to look for opportunities to increase funnel throughput
- Develop and nurture a high-performing Product Marketing team, providing coaching, mentorship, and professional development opportunities
- Set up the foundation and ways of working for the Product Marketing team to operate efficiently and scale successfully
Our take
Pontera, formerly known as FeeX, is a platform that bridges the gap between individuals and pension advisers, helping financial advisors find hidden fees and better manage their client's pension schemes.
Pontera is taken from the Latin for “bridge” and the company’s mission of increasing transparency within the financial world was once focused solely on account holders and legal fees. Since raising another successful round, the company’s platform has concentrated its efforts on an Order Management System for financial advisors.
This about-turn was clearly a smart move for Pontera as it piqued the interest of leading investors. Financial difficulties for FeeX in 2016 resulted in a third of its employees being made redundant. That seems a far cry from the financial advisor platform it is today, and it will hope this continues as it looks to cement its place at the forefront of the industry.
Freddie
Company Specialist at Welcome to the Jungle
Insights
30% employee growth in 12 months
Company
Company benefits
- The opportunity to have a major impact and have exposure to all aspects of a fast-growing startup that is revolutionizing the FinTech industry
- A collegial, collaborative, fun work environment
- Equity participation
- A hybrid office WFH work model (currently in-office Tues-Thurs and remote Mon/Fri)
- Comprehensive insurance benefits
- 401k matching
- Generous PTO days
Company HQ
Midtown South, New York, NY
Articles
Leadership
Yoav Zurel
(Co-founder & CEO)A Computer Science grad, and previously a Support Engineer at Wix.
Eyal Halahmi
(Co-founder & CTO)Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also co-founded TALKahead.
David Weisz
(Co-founder)Served as a Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.
Uri Levine
(Co-founder & Chairman)Founded Waze, Engie, Fibo, and Refundit. Is also Chairman of the Board at Zoomcar and Fairfly.
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