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 outgoing and enthusiastic Advisor Success Associate (ASA) to join our team. As an ASA, you will play a pivotal role in engaging with large RIA’s (Registered Investment Advisors) and IBDs (Independent Broker Dealers), on behalf of Pontera. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable sales experience in a place where your work and efforts will be instantly seen and felt.
- Research & Identify leads and generate new business through proactive outbound prospecting.
- Conduct demo calls over Zoom with prospects.
- Utilize excellent organizational skills to create and manage an accurate pipeline of prospects.
- Collaborate with internal teams to deliver a relevant outbound engagement strategy to team priorities
- Bachelors Degree
- Ability to excel in a dynamic and fast-paced environment, demonstrating teamwork, constructive feedback, and active participation.
- Exceptional presentation, verbal, and written communication skills.
- Strong sense of urgency and professionalism, coupled with a persistent and proactive approach to work.
- Demonstrated history of achieving outstanding performance results.
- Basic understanding of the Financial Services industry.
- Compensation: Base $58,500 / OTE $75,000
- 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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