Infrastructure for modern, connected retirement planning. Connect, manage, and grow held-away accounts with Pontera. Backed by Lightspeed and ICONIQ.
About the role
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.
What they're looking for
- Experience: 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building
- Sales Acumen: Proven track record of success as an individual contributor, familiarity with Challenger or SPIN selling is highly preferred
- Communication: Superlative verbal and written skills, with the ability to lead challenging conversations and influence decision-makers
- Industry Knowledge: Basic understanding of the financial services industry and RIA/BD, retirement and 401k landscape
- Mindset: High energy, proactive, and infectious attitude for delivering elite service while driving commercial outcomes
More 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.
Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of...
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