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Strategy & Operations Associate

3 months ago

New York, United States Pontera Full time
Job DescriptionJob Description

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.

Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.

Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in.

DESCRIPTION

Pontera's Strategic Partnerships group oversees the strategy and implementation of our partnerships with industry-leading wealth management platforms. As a Strategy & Operations Associate, you will be responsible for managing and scaling our existing partnerships and supporting Pontera's growth initiatives with the industry's largest Broker-Dealers, National RIAs, and TAMPs. You will be in a high-impact role with C-level visibility, tasked with sourcing, launching, and operationalizing new partnerships to drive adoption and unlock new segments of the market.

RESPONSIBILITIES
  • Strategy & Growth: Be the strategic engine behind growth initiatives involving industry-leading FinTechs and wealth management firms, conducting analyses (i.e., new product/market opportunity sizing, industry mapping, trends analysis, data visualizations, etc.) to identify, scope, and prioritize new partnerships.
  • Scale Partnerships: Collaborate closely with Enterprise Sales and Marketing teams to enable continued growth of our scaled partnerships, helping to develop our channel sales strategy.
  • Launch New Integrations: Manage new integration projects through key milestones – from development to "customer one" to broad rollout – owning all aspects of the launch (i.e., go to market plans and the support model).
  • Technical Expertise: Serve as the subject-matter expert on Pontera's integrations with internal and external stakeholders.
  • Executive Support: Develop materials for Pontera's C-Suite for Board of Directors meetings and to use in pitch meetings with Executives at prospective partners and clients.
REQUIREMENTS
  • 2-4 years prior work experience in a strategic or analytical role preferably within Management Consulting, Investment Banking, Private Equity, FinTech or B2B SaaS.
  • Bachelor's Degree in Economics, Business, and/or Finance preferred.
  • Excellent communication and interpersonal skills with ability to lead and influence external and internal stakeholders.
  • History of mastering PowerPoint and Excel; experience with Salesforce and Tableau or similar BI tools is a plus.
  • Highly adaptable. A self-starter with a strong business sense and an ability to ramp up quickly in a fast-paced environment.
  • Unmatched attention to detail and the ability to manage multiple workstreams without sacrificing quality and accountable to meeting deadlines.
WHAT WE OFFER
  • Compensation: $100,000 to $125,000 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 days

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.