Technology Partnerships Lead

Pontera

2 months ago

3.5 on Glassdoor

New York, NY, United States

Hybrid

Full Time

Senior

3 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Technology Partnerships Lead at Pontera sits within the Business Development team and drives integrated product capabilities with strategic partners to accelerate the company's commercial objectives. This role owns the integration roadmap and translates commercial opportunities into tangible product development initiatives while serving as the primary interface between partner Product/Operations and Pontera’s Engineering, Product, and Business Development teams. The position focuses on partnerships with large wealth management platforms, custodians, and TAMPs and requires a strategic, solutions-oriented leader to manage complex integrations end-to-end.

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