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
Our Account Operations Team is seeking for an Operations Team Leader to take on the role of managing our account connections team on a long-term basis.
In this position, the manager will oversee a group of support operators, offering guidance, education, and constructive criticism to ensure the team is achieving its goals and progressing both individually and as a group. The Operations Team's primary responsibilities include establishing initial account connections and sustaining access to all connected accounts on a daily basis. In addition to collaborating closely with the Product and Development Team and our Global Team in the US.
RESPONSIBILITIES
The daily responsibilities entail:
REQUIREMENTS
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Last updated on May 6, 2024
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New York, New York
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New York, New York
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