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Strategic Partner Marketing Specialist

2 months ago

New York, New York, United States Pontera Full time
Job Overview

Pontera, a leading fintech organization dedicated to enhancing retirement outcomes, is on the lookout for a Partner Marketing Manager. Our innovative software platform assists individuals in managing their 401(k) and other retirement accounts through personalized strategies developed by their trusted financial advisors.

We cater to a diverse range of financial advisors nationwide, from small and medium-sized businesses to Fortune 500 registered investment advisory firms, independent broker-dealers, custodians, and plan advisors.

Supported by prominent venture capital firms such as ICONIQ Growth and Lightspeed Venture Partners, Pontera is comprised of talented professionals committed to empowering individuals to retire with increased security. Our rapidly expanding team is focused on becoming one of the foremost fintech companies globally, driven by a culture that prioritizes people. This is where your expertise comes into play.

Role Responsibilities

The selected candidate will be responsible for:

  • Overseeing the launch of partner programs from inception to completion, ensuring clear objectives, SMART goals, strategies, and timelines are established for introducing Pontera to newly partnered wealth management firms.
  • Engaging regularly with partners to foster support for collaborative marketing initiatives, while building and maintaining robust relationships with key stakeholders within partner organizations, including Marketing, PR/Communications, and Relationship Managers.
  • Contributing to the development of Pontera's Advisor Ambassador program by establishing connections with advisor partners and co-hosting webinars to share best practices and promote platform adoption.
  • Utilizing data analytics to identify and prioritize marketing opportunities, assess campaign effectiveness, and align with business objectives regarding advisor and end-client engagement.
  • Creating and executing marketing campaigns aimed at increasing Pontera platform utilization among existing partners, leveraging various channels such as email, SMS, advertisements, newsletters, and event marketing.
  • Testing marketing automation processes to develop scalable programs applicable across partner firms.
  • Collaborating with cross-functional teams to achieve campaign objectives, including business development, content creation, lifecycle marketing, design, communications, and revenue operations.
  • Organizing and co-developing marketing materials, including sales presentations, webinars, case studies, and whitepapers to support partner marketing efforts.
  • Monitoring and analyzing marketing campaign performance metrics on a weekly, monthly, and quarterly basis to evaluate the success of webinars and partner marketing initiatives, demonstrating measurable outcomes in terms of learnings and key performance indicators.
  • Staying informed about the wealth management sector and best practices in partner marketing, while working with management to continuously enhance personal skills as the team evolves.
Qualifications
  • Bachelor's Degree
  • 5+ years of experience in channel or field marketing within the financial services industry, with a focus on wealth management being advantageous.
  • Strong comprehension of financial advisory firms and their marketing requirements, with the capability to devise strategies that resonate with target demographics.
  • Analytical mindset for tracking partnership marketing initiatives, creating efficient and scalable programs, and achieving measurable return on investment.
  • Excellent project management abilities.
  • Outstanding communication and interpersonal skills, enabling the establishment and maintenance of relationships with partners and internal stakeholders at all levels.
  • Experience in crafting compelling marketing copy.
  • Proficiency in utilizing marketing tools and platforms, including CRM systems, marketing automation software, and analytics tools.
What We Provide
  • Compensation: $130,000 to $140,000 annually
  • Impact: Opportunity to significantly influence a fast-growing startup that is transforming the FinTech landscape.
  • Culture: A collegial, collaborative, and enjoyable work environment with frequent team events.
  • Equity: Eligibility for equity grant participation for all new hires.
  • Healthcare: Comprehensive and affordable insurance benefits with a variety of plan options.
  • Retirement: 401(k) plan with employer matching and access to a retirement advisor.
  • Family Benefits: Paid parental leave and reimbursement for family planning services.
  • Professional Development: Sponsored learning and development programs covering classes, certifications, and more.
  • Food Perks: Fully stocked kitchen and lunch reimbursement program.
  • Work Flexibility: Hybrid office model with in-office days and generous paid time off.

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.