Technical Account Manager, Pontera
$120k
OTE
$100k
BASE
+ Equity grant participation
In-Office Tues/Weds/Thurs
3 days a week in office
Wealth management for held-away accounts
Job no longer available
Wealth management for held-away accounts
201-500 employees
Job no longer available
$120k
OTE
$100k
BASE
+ Equity grant participation
In-Office Tues/Weds/Thurs
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.
Jump to section
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.
30% employee growth in 12 months
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
Benefits
- Health insurance
- Retirement contributions
- Employee stock option
- Family planning benefits
- Hybrid work environment
- Meal stipend
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.
Jobs (4)
Software Engineering
Finance, Legal & Compliance
Sales & Account Management