The posting, in Pontera's own words
archived Nov 14, 2026Pontera 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.
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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