Job description
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
DESCRIPTION
We are looking for a seasoned State Affairs Manager to join our growing public policy team at Pontera. In this position you’ll be responsible for developing and managing relationships with state securities commissions and their staff, ensuring they understand Pontera’s platform and how it benefits advisors and retirement savers. You will also build relationships with state Attorneys General offices and relevant officials overseeing securities and investment advice in the state. You will partner with our Federal Affairs function to ensure strong alignment that supports retirement savers.
RESPONSIBILITIES
- Implement Pontera’s state policy strategy, working cross-functionally with senior leaders across our policy, legal, marketing and sales teams
- Develop a strong understanding of business priorities and regulatory and legislative trends to inform our strategy and engagement
- Provide guidance and insight to leadership and sales team regarding state regulatory and policy talking points
- Provide demonstrations and trainings to state securities commissions, ensuring they understand how Pontera works and protects retirement savers
- Representing Pontera with third party advocates to influence local policy makers at the state government level to advance regulatory strategy
REQUIREMENTS
- Minimum of 5-7 years of experience working with regulators and elected officials in the financial services or fintech space
- Bachelor’s degree in a relevant field (public policy, political science, etc.) or equivalent practical experience
- Excellent communication and presentation skills to build and maintain relationships with internal and external stakeholders
- Strong track record of managing high-stakes policy issues and building relationships with financial regulators at both the state and local level
- Ability to operate cross functionally in a way that enables you to manage internal and external processes and stakeholders
- Willingness to travel 4-8 days per month
- Preferred: understanding of financial technology and/or investment advice
WHAT WE OFFER
- Compensation: Annual salary of $150,000-$170,000
- Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
- Team Culture: A collegial, collaborative, fun work environment with frequent team events
- Equity: All new hires are eligible for equity grant participation
- Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
- Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
- Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
- Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
- Food Perks: Fully stocked kitchen & lunch reimbursement program
- Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
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.
