Needs improvement - Recensione dipendente - Advisor Success Manager presso Pontera

2,0
8 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good people, good office space, and lunch stipend

Svantaggi

A year ago, Pontera was genuinely one of the best places to work. The team was talented and collaborative, there were clear paths for growth, leadership was engaged, and the product had strong momentum in the wealth management space. That changed significantly over the past year. A large portion of top performers began leaving, and rather than backfilling those roles, the company redistributed the workload onto remaining employees without any corresponding increase in compensation. Teams were also given unattainable quotas for the past few quarters which has lead to low team morale. A few months into the new year, employees received a email at 3:00 am that management was laying off 30% of the company. Some employees who were laid off didn’t even realize they were and had to be informed by their colleagues. On the management side, there have been some internal promotions where individuals moved into leadership roles primarily for the pay increase rather than out of genuine interest in developing their teams. A number of employees feel their managers are more focused on optics with upper leadership than on actually advocating for the people beneath them. There is a noticeable difference in how some present themselves when being observed versus day to day. Availability has also been an issue, with some managers being unreachable on wfh days. That said, there are exceptions and some managers have been genuinely great. Now with more employees looking to leave, they still have not found a way to nurture their current employees and majority of the company is very unhappy (more will leave in the near future). The product is very outdated and had potential to be something great if they focused on updating the features rather than spending money on things that didn’t matter. Fidelity also has played a huge role in this down trend.

Esplora altre recensioni su Pontera

5,0
12 feb 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

I like it, pay could be better

Svantaggi

Pay is lower than market

1,0
30 mag 2026
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Pretty good benefits, some genuinely great people, nice office.

Svantaggi

The product itself is under developed and lacks the ability to meet modern standards, which causes the whole business to fail. The “solution” is rudimentary and for a problem that doesn’t really exist. The client base and management are truly just money hungry. Constant reorganization to attempt to recoup losses makes everything feel unstable. After layoffs in the winter, workload and “responsibility” increased without meaningful adjustments to roles and of course no adjustment to compensation. Management is lacking as most of them are disillusioned and fail to give reasonable and actionable feedback. Promotion has become pretty much impossible, even for “top performers”. For a company based in NYC, the lack of diversity is truly shocking and borderline disgraceful. Minorities are few and far between, and are mostly in the lowest paid positions. Everyone working there is uniquely miserable- when I left everyone who I spoke to was actively job searching or considering leaving. BTW- the positive reviews all left at once are certainly from management as they came just before massive layoffs. Do better.

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