Pontera
Advisor Success Manager
$125K–$200K
New York, New York, United States · Manager · Full-time · Posted Sep 10, 2026
- Experience
- 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building.
About the job
Drive new financial advisors from registration to active use of Pontera by helping them reach five clients with managed assets, while managing an assigned pipeline and closing sales opportunities.
What you'll do
- Lead onboarding sessions and scheduled or asynchronous outreach to move advisors toward platform activation.
- Manage advisor pipelines, track activation milestones, and conduct outbound engagement.
- Identify, negotiate, and close committed-asset upsell opportunities among assigned SMB customers.
What they ask for
- 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building.
- Proven individual-contributor success in sales.
- Strong verbal and written communication skills, including the ability to lead challenging conversations and influence decision-makers.
- Basic understanding of financial services and the RIA/BD, retirement, and 401k landscape.
Nice to have
- Familiarity with Challenger or SPIN selling models.
Pay
$125,000-$200,000 USD total pay (OTE)
Tools
Challenger, SPIN
Model-written summary · the original posting is authoritative