Strategic Account Executive, Pontera
$130-160k
+ OTE, Equity
2-3 days a week in office
Wealth management for held-away accounts
Be an early applicant
Wealth management for held-away accounts
201-500 employees
Be an early applicant
$130-160k
+ OTE, Equity
2-3 days a week in office
201-500 employees
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.
Role
Who you are
- Professional experience negotiating and closing complex multi-million dollar deals, with deep industry expertise in wealth management
- World-class communicator with a demonstrated ability to effectively interact directly with C-level audiences at Fortune 100 financial institutions (verbal, written, presentation)
- High IQ. Capable of facing off autonomously with a variety of buyer profiles ranging from Chief Executive Officers, Chief Compliance Officers, Chief Information Security Officers, Chief Technology Officers, procurement, and others
- Excellent relationship builder, capable of winning buy-in from internal and external stakeholders
- Highly collaborative, organized, and process-driven
- Self-starter with ability to work in a fast paced, changing environment
- A sense of urgency and professional persistence, capable of bringing deals to a close
- Demonstrated track record of top performance
- Familiarity with Salesforce, Gong, Outreach, Monday.com, Tableau
What the job involves
- As a Strategic Account Executive, you will lead the sales process with Pontera’s largest prospects, specifically focusing on the industry’s largest Wirehouses, Broker-dealers, Banks, and RIAs with over 1,000 financial advisors
- You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory
- Play the lead role in managing a pipeline of key Strategic wealth management prospects, handling the full sales cycle from initial conversation through negotiation and close
- Map the buyers of our prospects. Understand the goals, plans, timeline, organizational structures, and personal motivations of your counterparts
- Leverage and lead cross-functional teams within Pontera to deliver best-in-class presentations to C-level buyers at our prospects, tailored specifically to their unique needs and priorities
- 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
Company
Company benefits
- Health insurance
- Retirement contributions
- Employee stock option
- Family planning benefits
- Hybrid work environment
- Meal stipend
Company values
- Put people first: Our greatest asset is our people and we embrace a team-first attitude of openness, honesty, and integrity
- Take ownership: We own our work, innovate solutions, and act with initiative
- Embrace resilience: We continuously adapt and meet challenges head on
- Start with why: We achieve our best work by truly understanding the underlying purpose behind actions and decisions
Company HQ
Midtown South, New York, NY
Articles
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.
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