SMB Account Executive, Pontera
$98k
OTE
$70k
BASE
+ Equity
More information about location
3 days a week in office
Wealth management for held-away accounts
Be an early applicant
Wealth management for held-away accounts
101-200 employees
Be an early applicant
$98k
OTE
$70k
BASE
+ Equity
More information about location
3 days a week in office
101-200 employees
Company mission
To help individuals retire with greater wealth and financial security.
Role
Who you are
- 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
Desirable
- 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 the job involves
- 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
Our take
Pontera, formerly known as FeeX, is a platform that bridges the gap between individuals and pension advisers, helping financial advisors find hidden fees and better manage their client's pension schemes.
Pontera is taken from the Latin for “bridge” and the company’s mission of increasing transparency within the financial world was once focused solely on account holders and legal fees. Since raising another successful round, the company’s platform has concentrated its efforts on an Order Management System for financial advisors.
This about-turn was clearly a smart move for Pontera as it piqued the interest of leading investors. Financial difficulties for FeeX in 2016 resulted in a third of its employees being made redundant. That seems a far cry from the financial advisor platform it is today, and it will hope this continues as it looks to cement its place at the forefront of the industry.
Freddie
Company Specialist at Welcome to the Jungle
Insights
30% employee growth in 12 months
Company
Company benefits
- The opportunity to have a major impact and have exposure to all aspects of a fast-growing startup that is revolutionizing the FinTech industry
- A collegial, collaborative, fun work environment
- Equity participation
- A hybrid office WFH work model (currently in-office Tues-Thurs and remote Mon/Fri)
- Comprehensive insurance benefits
- 401k matching
- Generous PTO days
Company HQ
Midtown South, New York, NY
Articles
Leadership
Yoav Zurel
(Co-founder & CEO)A Computer Science grad, and previously a Support Engineer at Wix.
Eyal Halahmi
(Co-founder & CTO)Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also co-founded TALKahead.
David Weisz
(Co-founder)Served as a Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.
Uri Levine
(Co-founder & Chairman)Founded Waze, Engie, Fibo, and Refundit. Is also Chairman of the Board at Zoomcar and Fairfly.
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