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 Public Policy Manager to shape and advocate for policies that support the company’s mission and business objectives. Reporting to our Director of Public Policy, this role will be responsible for executing engagements and delivering outcomes with policymakers at the state and federal levels. Key responsibilities include: owning relationships with state securities commissions and their staff; growing a network of compliance experts; supporting executive engagements with federal officials; and developing policy research and thought leadership in a fast-moving area. The ideal candidate has top-notch communication skills, proven ability to manage complexity, and a passion for driving policy outcomes.

RESPONSIBILITIES

• Design and execute regulatory and legislative strategies supporting consumer choice and retirement outcomes: Pontera has created a new category of 401k advice, and is building broad-based policy support for use of our tool. This could involve legislative or regulatory strategies 
• Represent Pontera with state and federal policymakers - Pontera engages state and federal policymakers and elected officials to deliver clarity for advisers and retirement savers using our service. These relationships require cultivation and attention as our platform evolves and regulators deepen their understanding of technology-driven solutions.
• Develop thought leadership - Drawing on your policy, industry, and consumer research, craft unique thought leadership materials that build Pontera as a trusted, consumer-centric brand while delivering valuable insights to policymakers and other key stakeholders. Collaborate with the marketing department to disseminate thought leadership materials.
• Build relationships within industry associations - Ensure Pontera is maximizing value in our industry association memberships by forming strong relationships with staff, participating in relevant policy work, accessing and analyzing early policy proposals, and more.
• Develop policy proposals and responses - Lead material creation and delivery for proposals (e.g., formal comment letters). Additionally, assist in the development of responsive materials for regulators (e.g., inquiry responses) with the help of counsel and other team members.
• Be an internal expert- Become a partner and resource for internal departments in the areas of compliance, public policy, and public opinion.

REQUIREMENTS

• 6-8 years experience in public policy, government relations, or related fields, with a focus on financial services. Prior experience engaging directly with state or federal securities regulators is highly desirable.
• Bachelor’s degree in Public Policy, Political Science, Law, or related field
• Proven track record of successfully building and managing relationships with senior stakeholders in the public sector.
• Experience presenting complex technical subject matter to regulatory audiences.
• Strong understanding of public policy issues related to consumer finance, data privacy, retirement, and securities.
• Excellent written and verbal communication skills, with the ability to communicate policy ideas to diverse audiences.
• Ability to work at both the strategic and the details-level, seeing relationships and objectives from start to finish.

Bonus Points

• Master’s degree in Public Policy, Political Science, Law, or related field
• Experience working with financial regulators to drive policy outcomes

WHAT WE OFFER

• Compensation: $170,000 - $190,000 annually
• Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
• Team Culture: A col