IT Specialist

About this role

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 highly skilled and motivated IT Specialist to join the Global IT team and lead IT operations for the New York office.

As part of Pontera’s Global IT organization, this position works closely with Infrastructure, Security, R&D, and Operations teams to support secure, stable, and scalable IT operations across the company.

Serving as the primary IT owner for the NY office, the role is responsible for employee support, office infrastructure, endpoint management, SaaS administration, identity operations, and operational continuity in a fast-paced fintech environment.

Responsibilities include hands-on operational support, infrastructure administration, endpoint and security operations, project execution, and cross-functional collaboration.

The ideal candidate is a highly independent IT professional capable of managing operational responsibilities while collaborating within a global IT organization.

RESPONSIBILITIES

Onsite IT Operations & Employee Support

• Serve as the primary onsite IT owner for the NY office supporting approximately 100+ employees.

• Lead onsite operational response and coordinate escalations during infrastructure, endpoint, or office technology incidents.

• Provide hands-on technical support for hardware, software, SaaS applications, conferencing systems, and office technology.

• Deliver executive and business-critical support in a fast-paced operational environment.

• Manage onboarding and offboarding processes including device preparation, account provisioning, permissions management, and asset handling.

• Support office events and business activities requiring onsite IT support.

• Ensure timely resolution of operational and technical issues impacting employee workflows.

Infrastructure Administration & Office Technology

• Manage and support office infrastructure including enterprise networking, firewalls, wireless networks, VPN connectivity, CCTV systems, physical access control, conferencing technologies, and office AV systems, using platforms such as Fortinet, UniFi, Cato, and Zoom.

• Coordinate with ISPs and local vendors for troubleshooting, maintenance, and operational continuity.

• Perform onsite troubleshooting for network, hardware, and office infrastructure issues.

• Support and administer cloud infrastructure services including Amazon WorkSpaces environments, cloud-hosted operational platforms, and related access/connectivity workflows.

• Support office expansions, relocations, cabling, and infrastructure deployment projects.

Datacenter & Technical Operations Support

• Support operational activities related to datacenter infrastructure and internal technical environments.

• Coordinate with Infrastructure and R&D teams on maintenance, deployments, operational readiness, and troubleshooting activities.

• Assist with infrastructure implementations, hardware lifecycle activities, and onsite operational support when required.

Endpoint Management & Identity Operations

• Manage MacOS and Windows endpoint lifecycle operations through MDM platforms including Kandji \Iru and Microsoft Intune , covering enrollment, compliance, patching, deployment, and troubleshooting.

• Administer identity and access management processes across SaaS platforms and internal systems using Okta and related identity platforms.

• Provision and deprovision users, groups, permissions, and application access based on operational and security requirements

• Collaborate with Security teams on endpoint compliance, remediation, and enforcement initiatives.

SaaS Administration & Business Systems Support

• Support centralized SaaS operations and lifecycle management through platforms such as Torii , including onboarding, licensing, troubleshooting, access governance, and operational administration.

• Administer and support core business and collaboration platforms including Google Workspace, Zoom , and related SaaS environments.

• Partner with business stakeholders to support operational processes, business systems usage, and productivity workflows.

• Assist with SaaS integrations, automation initiatives, and operational improvements using platforms such as Workato and BlinkOps .

Project Execution & Operational Initiatives

• Lead and execute onsite IT infrastructure and operational projects from planning through implementation and operational handoff.

• Participate in infrastructure, security, office expansion, and automation initiatives.

• Support cross-functional technical projects with global IT team, Security, R&D and Facilities teams.

• Contribute to process improvements and operational scalability initiatives.

Documentation & Operational Ownership

• Maintain clear technical documentation for infrastructure, operational procedures, and support processes.

• Track operational tasks, incidents, and projects through Jira\ monday.com or equivalent platforms.

• Maintain operational ownership, prioritization, and accountability for onsite IT operations and service delivery.

REQUIREMENTS

Required Skills & Experience

• 5+ year

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