Head of Marketing

Pontera•New York, NY
•$275,000 - $375,000•Hybrid

About The Position

Pontera is seeking a senior marketing leader to lead its marketing function and shape the strategy for the company’s next phase of growth. The role owns marketing strategy, positioning, brand, content, and performance, while building AI-powered workflows, agents, automations, and tools that help Marketing and the broader go-to-market organization operate more effectively. The Head of Marketing will oversee content, brand, product marketing, and events marketing, aligning these functions around a cohesive strategy and clear business objectives. The role combines strategic leadership with hands-on execution and AI implementation. The leader will develop and integrate AI agents into existing tools and workflows, assess and refine AI-generated work, and help the team build the skills to use these tools effectively. They will own marketing planning, budget decisions, performance measurement, positioning, demand generation, and collaboration with Sales, Product, Customer Success, Data, and senior leadership.

Requirements

  • 8+ years of B2B marketing experience.
  • A track record of building marketing programs that measurably contribute to pipeline and revenue.
  • Strong expertise across digital marketing, content, and go-to-market strategy.
  • 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.
  • Technical fluency to lead AI initiatives from problem identification through prototype, implementation, and adoption.
  • Examples of personally built projects using AI tools such as ChatGPT, Claude, or similar platforms.

Nice To Haves

  • B2B marketing experience in SaaS, fintech, wealthtech, or another complex technology environment.

Responsibilities

  • Build and improve AI agents, integrate them into existing technology stacks and workflows, assess their output, and support team adoption.
  • Own Pontera’s overall marketing strategy and translate company growth priorities into a marketing roadmap.
  • Lead and develop the Marketing organization, setting goals, priorities, and accountability.
  • Partner with Sales, Product, Customer Success, Data, and senior leadership to align marketing with the broader go-to-market strategy.
  • Own marketing planning, budget allocation, performance measurement, and investment decisions.
  • Translate complex product and industry concepts into clear, differentiated stories for financial advisors, wealth management firms, and other audiences.
  • Strengthen Pontera’s position in the wealth management and retirement ecosystem.
  • Develop content and thought leadership to increase awareness, credibility, and engagement in the target market.
  • Ensure quality and consistency across the brand, website, campaigns, content, and external communications.
  • Build a measurable demand-generation engine that contributes to qualified pipeline and revenue.
  • Work with Sales to understand target accounts, buyer signals, conversion points, and customer-journey improvements.
  • Develop integrated campaigns across digital, content, events, partnerships, and other relevant channels.
  • Establish funnel measurement and use data to improve marketing effectiveness.
  • Experiment with channels, approaches, and technologies while maintaining brand and customer-experience standards.

Benefits

  • Equity grant participation for all new hires.
  • Comprehensive and affordable insurance benefits with a variety of plan options.
  • 401(k) with up to 5% employer match and employer-sponsored access to a retirement advisor.
  • Paid parental leave and reimbursement for family-planning services such as fertility treatments, adoption, or surrogacy.
  • Sponsored learning and development program covering classes, certifications, and more.
  • Fully stocked kitchen and lunch reimbursement program.
  • Hybrid work schedule: in-office Tuesday, Wednesday, and Thursday; work from home Monday and Friday.
  • Frequent team events and a collegial, collaborative work environment.
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