Product Partnerships Manager, Pontera
$180-200k
+ Equity
More information about location
3 days a week in office (Empire State Building, NY)
Wealth management for held-away accounts
Open for applications
Wealth management for held-away accounts
201-500 employees
Open for applications
$180-200k
+ Equity
More information about location
3 days a week in office (Empire State Building, NY)
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
- We are looking for a solutions-driven leader who can bring best-in-class project management, technical proficiency, and strategic thinking to unlock opportunities with the largest Wealth Management Technology platforms, Custodians, and TAMPs and accelerate Pontera’s growth
- 7+ years of experience in an Integrations, Technology Partnerships, PMO, or Product Management role within FinTech, WealthTech, or high-growth SaaS
- Highly solutions-oriented with a track record of translating ambiguous commercial needs into defined technical specifications
- Exceptional communication skills, capable of bridging complex technical concepts for Executive, Commercial, and Engineering audiences
- Deep understanding of API integrations, data structures, and the software development lifecycle, as well as a strong handle of enterprise SaaS business models and GTM motions
- Proven expertise in project management and the ability to serve as a PMO for external-facing initiatives
What the job involves
- This role, within the Business Development team, is critical to accelerating our product strategy and commercial objectives by bringing new integrated capabilities to market
- As the Solutions Partner Manager, you will own the strategy and execution of our integration roadmap with our Strategic Partners, including the translation of commercial opportunities into tangible product development initiatives
- You will act as the primary interface between partner’s Product and Operational leaders and Pontera’s Engineering, Product, and Business Development teams, managing complex projects end-to-end
- Project Management (PMO): Serve as the central Project Management Office (PMO) for complex, strategic integrations. This includes overseeing the full implementation cycle from conception through to launch, and managing timelines, risks, and cross-functional dependencies across R&D, GTM, and Product teams
- Solutions Architecture: Lead deep scoping and solutioning discussions with partner Product, Engineering, and Implementation teams. This involves defining clear technical requirements, conducting appropriate handoffs with R&D and Product, and routinely engaging with key customers to gather feedback on integration needs
- Roadmap & Prioritization: Own and manage the integration roadmap in close collaboration with the Director of Strategic Partnerships and Director of R&D. Prioritize development based on commercial value, technical feasibility, and alignment with partnership strategy. Additionally, implement internal processes that allow us to source, prioritize, and execute on customer and internal feedback related to our integrations
- Relationship Management & GTM: Build and maintain relationships and open lines of communication with partners' technical teams, including Product, Engineering, Implementation, and Data Operations leadership. Develop comprehensive collateral, user guides, and other integration-focused content in collaboration with external stakeholders and Product Marketing to drive adoption
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. It then concentrated on supplying an Order Management System for financial advisors - a smart move that piqued the interest of leading investors.
With strong backing, the company continues supporting people to have more control over their retirement savings. Interestingly, it has butted heads with 401(k) giant Fidelity Investments over whether third-party financial advisors should be allowed to use Pontera to view and manage clients’ retirement assets or not.
Freddie
Company Specialist at Welcome to the Jungle
Insights
30% employee growth in 12 months
Company
Company benefits
- Health insurance
- Retirement contributions
- Employee stock option
- Family planning benefits
- Hybrid work environment
- Meal stipend
Company HQ
Midtown South, New York, NY
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.
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