Technical Account Manager

Pontera

4 days ago

3.5 on Glassdoor

New York, NY

Hybrid

Full Time

Medior

0 applicants

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About this role

Pontera, a fast-growing fintech company, is seeking a Technical Account Manager to serve as a dedicated technical and operational partner for key firms, ensuring their long-term success with the platform. The role involves managing technical configurations, building strong relationships, and coordinating across teams to optimize client outcomes.

Skills

About Pontera

pontera.com

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.

Recent company news

WealthManagement.com

Pontera CEO Criticizes Fidelity for Blocking Its 401(k) Services

Oct 10, 2025

InvestmentNews

Schwab joins Fidelity in credential-sharing crackdown; Pontera escalates Fidelity blame

Nov 10, 2025

planadviser

Pontera, Fidelity Fight Over Third-Party Access to Plan Data

Dec 11, 2025

PR Newswire

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

RIABiz

Pontera CEO heats up year-long battle over Fidelity ban on credential sharing, with an 'open letter' accusing the No. 1 plan provider of a 'power grab'

Oct 12, 2025