Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.

Finance

Pontera

Pontera's headquarters in New York, NY, United States

This department focuses on managing and nurturing relationships with clients to drive satisfaction and business growth.

Client Relations

The Software Development team at Pontera is responsible for designing, building, and maintaining the platform that enables financial advisors to efficiently manage and trade clients' held away accounts. This diverse team of developers and engineers collaborates to create innovative features and ensure a seamless user experience, while prioritizing security and compliance in financial transactions. Their work is essential in bridging the gap to better retirement solutions for clients.

Software Development

The Sales and Partner Engagement team at Pontera is responsible for cultivating relationships with financial advisors and strategic partners to promote Pontera's innovative services. They drive sales efforts, manage accounts, and coordinate engagement strategies to ensure that clients can effectively manage their retirement accounts. By leveraging their expertise, the team aims to expand Pontera’s market reach and enhance service offerings to support better retirement outcomes for clients.

Sales and Partner Engagement

This department focuses on enhancing client satisfaction and success through dedicated support and account management.

Advisor Success

This department focuses on identifying and pursuing growth opportunities and building relationships with potential clients.

Business Development

This department focuses on analyzing and improving operational processes to enhance efficiency and effectiveness.

Operations Analysis

The Support and Operations team at Pontera plays a crucial role in ensuring seamless service delivery and operational efficiency. They provide high-level customer support to both financial advisors and clients, while also focusing on optimizing internal processes through data analysis and strategic operations management. Additionally, the team handles recruitment and HR functions to foster a skilled workforce dedicated to enhancing client experiences and driving company growth.

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Other teams

Software Development

Sales and Partner Engagement

Advisor Success

Business Development

Operations Analysis

Support and Operations