# Advisor Success Manager at Pontera

- Company: Pontera
- What the company does: Infrastructure for modern, connected retirement planning. Connect, manage, and grow held-away accounts with Pontera. Backed by Lightspeed and ICONIQ.
- Company website: https://pontera.com/
- Type: Startups
- Level: Senior
- Location: New York, New York, United States
- Work setup: On-site
- Pay: $125K to $175K base salary per year (USD)
- Posted: 2026-09-10
- Apply by: 2026-10-25
- Apply: https://job-boards.greenhouse.io/pontera/jobs/6188750004
- Page: https://www.1752.vc/careers/jobs/pontera-advisor-success-manager/

## 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

Tags: Business Development