Enterprise Sales Associate, Pontera

$100-120k

OTE

All new hires are eligible for equity grant participation

Junior, Mid and Senior level

New York

In-Office Tues/Weds/Thurs

3 days a week in office

Wealth management for held-away accounts

Job no longer available

Wealth management for held-away accounts

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Job no longer available

$100-120k

OTE

All new hires are eligible for equity grant participation

Junior, Mid and Senior level

New York

In-Office Tues/Weds/Thurs

3 days a week in office

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Company mission

To help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k), 403(b)s, and other workplace-sponsored retirement plan accounts.

Job

Company

Role

Who you are

Are you a highly motivated, self-starter who can develop positive relationships?
Would you like to use your market knowledge to make a difference day in and day out for retirement savers?
Demonstrated track record of top performance
2-5 years of professional business development experience in WealthTech, Retirement Tech, Wealth Management, Asset Management, or SaaS required
World-class communicator (verbal, written, presentation)
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

What the job involves

Pontera is seeking an Enterprise Sales Associate to become part of our Enterprise Sales team
Our enterprise team establishes relationships with financial advisors and wealth management firms to deliver Pontera’s Held-Away OMS platform to drive AUM growth for financial advisors, all while providing a more holistic investing experience for retirement savers
In partnership with our Strategic Account Executives, the Enterprise Sales Associate will work within a defined territory to effectively execute a business plan to drive interest in the Pontera offering from Financial Advisors
The Enterprise Sales Associate will maintain a high level of client connectivity and represent the most comprehensive retirement investment offering in the industry
Proactively position and differentiate Pontera and our platform against competitor firms and other strategies to Financial Advisors
Build an efficient and thoughtful strategy to maximize engagement and influence from advisors
Expand existing advisor support by uncovering teams with substantial held away asset opportunities
Identify and pursue new opportunities by client profiling, lead identification, and follow-up activity
Exhibit high-level market knowledge and ability to converse with financial advisors on investment solutions and current economic and market conditions
Embrace the firm’s commitment to the client experience and exceed client expectations
Partner with colleagues across the organization to improve the Pontera/Advisor relationship

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. It then concentrated on supplying an Order Management System for financial advisors - a smart move that piqued the interest of leading investors.

With strong backing, the company continues supporting people to have more control over their retirement savings. Interestingly, it has butted heads with 401(k) giant Fidelity Investments over whether third-party financial advisors should be allowed to use Pontera to view and manage clients’ retirement assets or not.

Freddie

Company Specialist at Welcome to the Jungle

Insights

30% employee growth in 12 months

Glassdoor (4.7)

Company

Company benefits

Health insurance
Retirement contributions
Employee stock option
Family planning benefits
Hybrid work environment
Meal stipend

Company HQ

Midtown South, New York, NY

Leadership

Yoav Zurel

(Co-Founder & CEO)

A Computer Science graduate. They previously worked as a Support Engineer at Wix before co-founding Pontera in 2012.

Eyal Halahmi

(Co-Founder & CTO)

Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also founded TALKahead.

David Weisz

(Co-Founder & CPO)

Served as an Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.

Salary benchmarks

We don't have enough data yet to provide salary benchmarks for this role.

Submit your salary to help other candidates with crowdsourced salary estimates.

Share this job

View 3 more jobs at Pontera