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
We’re looking for a strategic and hands-on Senior Product Marketing Manager to define and lead the go-to-market (GTM) foundation for our integration partners segment. In this pivotal role, you’ll be responsible for deeply understanding the needs of key stakeholders in the wealth management tech ecosystem— including other wealth technology providers, turnkey asset management platforms (TAMPs), and custodians —to effectively position our products, drive market awareness, and accelerate adoption.
You’ll collaborate cross-functionally with integration partners, marketing, and product teams to develop targeted positioning and messaging, launch strategies, enablement content and processes, and a continuous feedback loop for this segment. Additionally, you’ll help shape product strategy by leveraging data-driven insights from customer feedback, the field, and market trends. This is an opportunity to build the product marketing function for a key growth area and directly contribute to the establishment of our integration partners program.
RESPONSIBILITIES
- Persona Development: Build a deep understanding of the integration partners segment—identify needs, pain points, goals, workflows, and buying behaviors - and develop detailed personas that will be referenced for all GTM work.
- Messaging & Positioning: Develop compelling, differentiated messaging and value propositions tailored to integration partners and aligned with business goals.
- GTM Strategy: Own the end-to-end GTM strategy for new and existing integration announcements and product launches targeting advisors and firms. This includes launch planning, partner enablement, and cross-functional coordination.
- Product Strategy Consultation: You’ll help to influence product roadmap development and R&D strategy utilizing your research and deep understanding of the wealth tech ecosystem.
- Cross-functional Leadership: Partner closely with product, integration partners team, marketing, and other stakeholders to lead GTM strategies and bring them to life.
- Partnerships Enablement: Create enablement tools and collateral (pitch decks, one-pagers, user guides, help center articles) to empower the integration partners team to establish mutually beneficial relationships.
- Content & Campaign Development: Collaborate with brand, demand gen, and product teams to produce persona-specific content across channels including events, our website, and webinars.
- Market Intelligence: Alongside the data team, conduct market research and competitive analysis to inform product strategy and keep messaging sharp and up-to-date.
REQUIREMENTS
- Experience & Expertise:
- 6+ years of experience in product marketing, preferably in B2B SaaS or fintech
- Proven success developing and executing GTM strategies from initial concept to measurable market impact, preferably with examples of significant market penetration within the B2B SaaS or fintech space.
- Exceptional storytelling, communication, and presentation skills
- Experience supporting revenue teams and creating enablement resources that drive measurable impact
- Previous experience in building out a feedback loop between revenue and product teams
- Bonus:
- Experience working in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry
- Understanding of the Defined Contribution ecosystem, including prior experience marketing to or working directly with DC plan providers, recordkeepers, or TPAs.
- Strategic & Analytical Mindset:
- Strategic thinker with strong execution skills—you can zoom in and out seamlessly.
- Data-driven decision-making skills with ability to measure and optimize GTM initiatives.
- Familiar with building leading indicator targets that map back to release goals and business objectives.
- Collaboration & Communication:
- Ability to work cross-functionally and align stakeholders around GTM releases and initiatives.
- Strong project management skills, with the ability to prioritize multiple initiatives, requests, releases efficiently.
- Excellent written and verbal communication skills.
- Accustomed to working within nimble, flexible environments, with an appetite to fail fast and pivot when necessary.
- Thrives in cultures where no one says, “That’s not my job.”
WHAT WE OFFER
- Compensation: $150,000 to $170,000 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 day
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.
