Head of Marketing

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.

About the Role

Pontera is looking for a Head of Marketing to lead our marketing function and help shape the strategy that drives our next phase of growth.

This is not a traditional Head of Marketing role.

We're looking for a senior marketing leader who combines exceptional marketing judgment with a builder mindset. You'll own Pontera's marketing strategy, positioning, brand, content and marketing performance while also identifying and building AI-powered workflows, agents, automations and tools that allow our Marketing and broader GTM organization to operate faster and more effectively.

This leader will oversee a multi-faceted marketing organization, spanning content, brand, product marketing, and events marketing, bringing these functions together around a cohesive strategy and clear business objectives.

What You'll Own

AI, Automation & GTM Innovation

This is a core component of the role—not an additional responsibility.

You’ll build and improve AI agents, integrate them into our existing technology stack and workflows, and help the team develop the skills to use them effectively. You’ll know how to assess AI-generated work, refine it when it falls short and iterate until it meets the quality and business needs of the team.

Marketing Strategy & Leadership

• Own Pontera's overall marketing strategy and translate company growth priorities into a clear marketing roadmap.

• Lead and develop the Marketing organization, creating clear goals, priorities and accountability across the team.

• Partner closely with Sales, Product, Customer Success and senior leadership to align marketing with Pontera's broader GTM strategy.

• Own marketing planning, budget allocation, performance measurement and investment decisions.

• Manage a high-performing marketing function that balances strong strategic thinking with speed and execution.

• Work closely with our Data team to develop & implement AI marketing tools & integrations

Positioning, Brand & Market Leadership

• Translate complex product and industry concepts into clear, differentiated stories for financial advisors, wealth management firms and other key audiences.

• Strengthen Pontera's position as a leader in the wealth management and retirement ecosystem.

• Develop content and thought leadership that increases awareness, credibility and engagement within our target market.

• Ensure consistency and quality across Pontera's brand, website, campaigns, content and external communications.

Demand Generation & GTM

• Build a measurable demand-generation engine that contributes directly to qualified pipeline and revenue.

• Partner with Sales to understand target accounts, buyer signals, conversion points and opportunities to improve the customer journey.

• Develop integrated campaigns across digital, content, events, partnerships and other relevant channels.

• Establish clear measurement across the funnel and use data to continually improve marketing effectiveness.

• Experiment with new channels, approaches and technologies while maintaining high standards for brand and customer experience.

What We're Looking For

• 8+ years of B2B marketing experience, ideally within SaaS, fintech, wealthtech or another complex technology environment.

• Track record of building marketing programs that contribute measurably to pipeline and revenue.

• A true generalist: someone with strong expertise across digital marketing, content and GTM strategy.

• Demonstrated ability to operate effectively in a high-growth environment with significant ownership and ambiguity.

• Strong analytical skills and ability to connect marketing activity to business outcomes.

AI & Technical Fluency

We're specifically looking for someone who has built with AI. You don't need to be a software engineer—we have strong Data and Product partners—but you should have the technical fluency to lead AI initiatives from problem identification through prototype, implementation and adoption

You should be able to show examples of things you have personally built using tools such as ChatGPT, Claude or similar platforms.

WHAT WE OFFER

• Compensation: The expected salary range for this role is $275,000 - $375,000.

• 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 up to 5% 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: Hybrid In-Office Tues/Weds/Thurs and WFH Mon/Fri

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.