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
201-500 employees
Open for applications
$190-220k
+ Equity
More information about location
3 days a week in office
201-500 employees
Company mission
To help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k), 403(b)s, and other workplace-sponsored retirement plan accounts.
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
Company
Company benefits
- Health insurance
- Retirement contributions
- Employee stock option
- Family planning benefits
- Hybrid work environment
- Meal stipend
Company values
- Put people first: Our greatest asset is our people and we embrace a team-first attitude of openness, honesty, and integrity
- Take ownership: We own our work, innovate solutions, and act with initiative
- Embrace resilience: We continuously adapt and meet challenges head on
- Start with why: We achieve our best work by truly understanding the underlying purpose behind actions and decisions
Company HQ
Midtown South, New York, NY
Articles
Leadership
Yoav Zurel
(Co-Founder & CEO)A Computer Science graduate. They previously worked as a Support Engineer at Wix before co-founding Pontera in 2012.
Eyal Halahmi
(Co-Founder & CTO)Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also founded TALKahead.
David Weisz
(Co-Founder & CPO)Served as an Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 9 more jobs at Pontera