Jobs
>
New York City

    Strategic Relationship Manager - New York, United States - Pontera

    Pontera
    Pontera New York, United States

    1 week ago

    Default job background
    Description

    Job Description

    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

    Pontera is seeking a Strategic Relationship Manager to own the onboarding, maintenance, and expansion of key relationships with mid market partners. The ideal candidate has experience driving revenue and adoption for a B2B SaaS product or technology provider in the Financial Services industry through channel partnerships, key account relationships, and traditional outbound sales strategies. Experience collaborating with internal and external marketing, sales, and account management teams is required. The position presents an exciting opportunity to join a successful start-up as it accelerates its growth, and a career path within the Strategic Relationship Management (SRM) team to learn and develop. You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.

    RESPONSIBILITIES
    • Own relationships with C-level executives and senior decision makers at partner firms, meeting in person when needed at their office or industry events
    • Help develop and refine partner firm launch programs, working with marketing, product, and customer success to build training programs, assets, activities, announcements, and more
    • Map complex partner organizations and develop deep expertise of their inner workings to enable Pontera to drive value to our customers while driving revenue to our business
    • Leverage shared resources across the Marketing, Inside Sales Associate (ISA), and Partner Engagement Manager (PEM) teams to develop account-based marketing strategies and materials to ensure partner firms are registering their advisors, and activating those advisors on our platform
    • Effectively stickhandle and triage customer support requests around technical integrations and potential platform issues
    • Work with Customer Success (CS) to ensure partners have the resources and support they need to better serve their clients with Pontera; sharing the voice of the customer and product feedback internally
    • Set partner KPIs, monitor and report on success, run partner quarterly business reviews (QBRs), and forecast channel revenue
    • Improve channel productivity & exceed growth targets by continuously testing and refining your approach
    • Maintain accurate and up to date notes and opportunities in Salesforce
    REQUIREMENTS
    • Bachelor's Degree
    • 5+ year's professional experience in key account management, channel sales, and/or strategic partnership management is preferred
    • Former financial advisors have shown to be a good fit for this role
    • Excellent communication skills (verbal, written, presentation), comfortable interacting directly with C-level executives
    • High EQ, with a demonstrated ability to build professional relationships with internal and external stakeholders
    • Collaborative team player, able to coordinate internal stakeholders and gain buy-in
    • Highly entrepreneurial, creative, and opportunistic
    • Self-motivated with ability to work in fast paced, changing environment
    • A sense of urgency, persistence, scrappiness, grit
    • Strong project management skills
    • Willing to travel (up to 20%)
    WHAT WE OFFER
    • Compensation: $100,000 to $150,000 annually
    • 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.

  • Sumitomo Mitsui Banking Corporation

    Relationship Manager

    2 weeks ago

    Sumitomo Mitsui Banking Corporation New York, United States

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 ...

  • Sumitomo Mitsui Banking Corporation

    Relationship Manager

    2 weeks ago

    Sumitomo Mitsui Banking Corporation New York, United States

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 ...

  • The Bank of New York Mellon Corporation

    Associate, Relationship Management

    6 days ago

    The Bank of New York Mellon Corporation New York, United States

    **_Bring your ideas. Make history. _** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody a ...

  • BNY Mellon

    Associate, Relationship Management

    6 days ago

    BNY Mellon New York, United States

    Overview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...

  • Lincoln IT

    Business Relationship Manager

    1 week ago

    Lincoln IT New York, United States

    We are looking for a Business Relationship Manager (BRM) to join our team of IT professionals. Previous experience in Hospital and healthcare environment is a must for this role. Within our organization, the Business Relationship Management team focuses on enhancing customer rela ...

  • Santander US

    Dealer Relationship Manager

    3 weeks ago

    Santander US York, United States

    Dealer Relationship Manager - York, PA · Harrisburg, United States of America · This is an outside sales position that requires the representative to be physically living in the vicinity of York, PA for business needs. Before applying, please keep in mind that this position does ...

  • Agency 967

    Account Relationship Manager

    2 weeks ago

    Agency 967 New York, United States

    Are you passionate about presenting products that are nothing short of 'awe-inspiring' to your clientele? Step right in to join Agency 967 - a growth-oriented contract furnishings sales agency that has carved a niche in the hospitality sector. Nestled in the heart of New York Cit ...

  • BNY Mellon

    Director, Relationship Management Manager

    1 week ago

    BNY Mellon New York, United States

    Overview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...

  • S&P Global

    Director, Relationship Management

    4 days ago

    S&P Global New York, United States

    **About the Role**: · **Grade Level (for internal use)**: 12 · **About the Role**: Director, Relationship Management · The Relationship Management role is a position which can leverage knowledge of the energy industry to enhance relationships with Clients and help them maximize t ...

  • STIFEL

    Client Relationship Manager

    5 days ago

    STIFEL New York, United States

    **Summary** · Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them th ...

  • Intercontinental Exchange Holdings, Inc.

    Enterprise Sales Relationship Manager

    1 week ago

    Intercontinental Exchange Holdings, Inc. New York, United States

    Overview: · **Job Purpose** · The Manager, Relationship Management is responsible for directing the activities of four Inside Sales Representatives as well as 2 RM Coordinators. ongoing relationship for a territory of 2- 6 accounts ranging in revenue from 5M to 60M in annual reve ...

  • Webster Bank

    Business Banking Relationship Manager

    2 weeks ago

    Webster Bank New York, United States

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial ban ...

  • EisnerAmper LLP

    Managing Director- Client Relationships

    2 weeks ago

    EisnerAmper LLP New York, United States

    Job Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You ...

  • Morrison & Morrison

    Managing Director- Client Relationships

    2 weeks ago

    Morrison & Morrison New York, United States

    **Description**: · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...

  • Home Health Care Agency

    Home Care Relationship Manager

    2 weeks ago

    Home Health Care Agency New York, United States

    **Incare Home Health Care** is a NYS licensed home care provider proudly serving all five boroughs and Westchester. Our agency believes in providing quality care that meets the vision and needs of our elderly population so they may age with dignity and safety in the comfort of th ...

  • Prudential

    Relationship Management Support Associate

    6 days ago

    Prudential Newark, United States

    Job Classification: · Sales - Sales · **Job Description**: · Prudential's Structured Settlements Business is seeking a Relationship Management Support Associate. The Relationship Management Support Associate, as a member of the Onboarding and Administration Team, will report to t ...

  • Amex

    Director - Strategic Relationship Management

    1 week ago

    Amex New York, United States

    **You Lead the Way. We've Got Your Back.** · With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, ...

  • Bloomberg

    Corporate Sales, Relationship Manager

    1 week ago

    Bloomberg New York, United States

    Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to mak ...

  • Piermont Bank

    Client Care Relationship Manager

    1 week ago

    Piermont Bank New York, United States

    **About Us**: · **The Role**: · **Responsibilities**: · - Identify and acquire new banking opportunities for Piermont Bank through business development and bank marketing campaign efforts. · - Responsible for managing, staffing, and scheduling all direct report work schedules wit ...

  • Capital Group Companies

    Client Relationship Team Manager

    1 week ago

    Capital Group Companies New York, United States

    "I can succeed as a Client Relationship Team Manager at Capital Group." · As CRT Manager, you will lead a team that anticipates, facilitates, and advances client servicing and Private Wealth prospecting and sales efforts. In this role, you are responsible for developing and maint ...