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 Account Executive who will own the full sales cycle with small and medium-sized wealth management firms.
- Play the lead role in sourcing and managing a pipeline of Registered Investment Advisory firms, handling the full sales cycle from cold call through negotiation and close
- Understand the goals, plans, timeline, and personal motivations of your buyers
- Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practices
- Smart, scrappy, capable of coming up with creative solutions to problems
- Demonstrated track record of top performance
- Excellent communication skills
- Excellent relationship builder, capable of winning buy-in from internal and external stakeholders
- A good person. Someone who wants what is best for the team, cares about their clients, and will be a friend, mentor and coach to teammates at Pontera
- Highly collaborative, organized, and process-driven
- Self-starter with ability to work in fast paced, changing environment
- A sense of urgency and professional persistence, capable of bringing deals to a close
Bonus Points
- Familiarity with Salesforce, Gong, Monday.com, Tableau
- Familiarity with the wealth management industry
- Having developed professional skills in an analyst program (Management Consulting, Investment Banking, Private Equity, Asset Management, Wealth Management)
WHAT WE OFFER
- Compensation: Base Salary $70,000 / OTE $98,000
- 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.
What We Do
Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.
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
We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.
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