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 looking for an experienced Senior Advisor Success Manager (“ASM”) to join our growing team. You will be responsible for building strong, long-lasting relationships with our partners to help them grow their business on the Pontera platform. Given our unique platform and business model, an ASM is much more than a traditional technology company account manager. The ASM plays a critical role in our partners’ paths to successful adoption of the Pontera platform for their businesses. As an ASM you have the hybrid duty of driving near-term revenue by guiding new partners through the initial phase of platform adoption while also developing roadmaps for consistent, long-term partner growth strategies. This is a great opportunity for an experienced candidate to “hit the ground running” by bringing your pre-existing expertise in account management and client relationship management to a growing team where you can have immediate influence and impact.
- Proactive engagement with partner firms & financial advisors to drive platform adoption and growth.
- Serve as a main commercial point of contact for our partners & advisors on behalf of Pontera.
- Manage a large pipeline of partners & advisors in a CRM & other tools with significant attention to detail and meticulous data hygiene.
- Regular coordination and communication of product feature updates and enhancements and business reviews with partners & advisors
- Stay informed on how industry trends and topics impact the businesses of our partners & advisors to ensure you’re conducting credible and relevant engagements.
- Minimum of 3-5 yrs+ of relevant experience in a consultative sales, business development or an external relationship building role
- Significant understanding of the financial services industry & a track record of selling into or managing relationships within the Wealth Management industry
- Superlative verbal and written communication skills
- History of conducting effective client phone outreach and video-conference calls
- Experience executing group demonstrations, webinars or in-person business meetings with clients or prospective clients
- Skilled at drafting professional and persuasive emails
- Experience effectively managing a large pipeline of clients, partners or prospects inside a CRM
- High energy and infectious attitude for delivering elite service to clients
- Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or relationship building skills
- Bachelor’s degree
- Compensation: Base Salary $80,000 - $95,000 / OTE $110,000 - $125,000
- Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
- Team Culture: A collegial, collaborative, fun work environment with frequent team events
- Equity: All new hires are eligible for equity grant participation
- Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
- Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
- Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
- Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
- Food Perks: Fully stocked kitchen & lunch reimbursement program
- Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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What We Do
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. Our secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors improve financial outcomes through more comprehensive investment management. 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. At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts. Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.
Why Work With Us
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.
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Pontera Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!
