Partner Marketing Manager

• Relationship Management: Meet with marketing representatives at large advisory firms to co-develop campaigns for their advisors; collaborate with members of the marketing and business development team to execute.
• Event Planning: Take end-to-end responsibility for event planning, which includes setting the target goals, evaluating sponsorship level, organizing speaking engagements and booth materials, etc. 
• Event Management: Actively attend events to engage with financial advisors and your contacts at advisory firms; participate in demos and, when applicable, set up media engagements to shoot video content. 
• Channel Campaigns: Ideate new marketing campaigns (incentives, recognition, surveys, email marketing, text marketing, webinars, mail) to increase advisor engagement with the Pontera platform and ultimately AUM on the platform. 
• Case Studies: Collaborate with content marketers to develop advisor testimonials and case studies within partner advisory firms. 
• Learning Management: Build and own a digital educational program and content that we will maintain on a Learning Management System. This will likely involve recording training videos and webinars with help from our content contributors.

• Bachelor’s Degree
• 3+ years experience in Wealth and/or Retirement Planning
• Excellent communication and interpersonal skills
• Project management experience 
• CFP or other financial certification a plus    
• Willing to travel up to 30% of the time

• The opportunity to have a major impact and have exposure to all aspects of a fast-growing startup that is revolutionizing the FinTech industry
• A collegial, collaborative, fun work environment
• Competitive compensation
• Equity participation
• A hybrid office WFH work model (currently in-office Tues-Thurs and remote Mon/Fri)
• Comprehensive insurance benefits
• 401k matching
• 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.