Pontera
Growth Account Executive
$125K–$200K
New York, New York, United States · Full-time · Posted Sep 24, 2026
- Experience
- 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building.
About the job
Guides newly registered financial advisors through Pontera platform adoption, aiming to activate five clients within their first 90–120 days and close asset upsell opportunities.
What you'll do
- Lead onboarding sessions and structured meetings or calls to drive advisor activity and adoption.
- Manage a named advisor pipeline, tracking activation milestones and conducting outbound engagement.
- Identify, negotiate, and close committed-asset upsell opportunities in the SMB segment.
What they ask for
- 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building.
- Proven individual-contributor sales track record.
- Strong verbal and written communication skills, including the ability to 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.
Pay
$125,000-$200,000 OTE;
Model-written summary · the original posting is authoritative