Pontera
Pontera is seeking an outgoing and enthusiastic Business Development Representative to serve as the initial point of contact for prospective clients of its fintech platform. The role focuses on outbound prospecting through cold calls, email campaigns, and social outreach to generate new business and build pipelines. The BDR will work in a fast‑paced environment with support from management and mentors, gaining real‑time impact and growth opportunities.
Headquarters
New York, New York, United States
Company Size
201-500 employees
Founded
2012
Pontera is a financial-advisor software platform that helps advisors manage and rebalance clients’ employer‑sponsored retirement accounts (401(k)s, 403(b)s) as part of a holistic portfolio. The platform aggregates plan data, automates trading and rebalancing across workplace accounts, and provides reporting and workflow tools to include retirement assets in comprehensive advice. Pontera focuses on secure, compliant connectivity to plan providers and custodians so RIAs and wealth managers can scale retirement-account management. Advisors use it to streamline operations, maintain oversight, and improve outcomes for clients’ workplace retirement savings.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Pontera.
16% above the average for this role
Pontera and Manulife John Hancock Retirement Announce Collaboration to Create Efficiencies for Advisors Looking to Improve Participant Outcomes with Personalized Defined Contribution Account Management
Sep 3, 2025