Technical Success Manager

Pontera

3 days ago

3.5 on Glassdoor

New York, New York

Hybrid

Full Time

Senior

0 applicants

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About this role

Pontera, a fast-growing fintech company, is looking for a Technical Success Manager who will serve as the dedicated technical and operational partner for a portfolio of key firms. In this client-facing role, they will ensure the ongoing technical health and success of clients, focusing on connectivity, adoption, risk mitigation, and platform value.

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