Account Executive - Wealth Management - Remote

Overview

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.

In Short

• 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.
• Handle 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.
• Demonstrated track record of top performance.
• Excellent communication and relationship-building skills.
• Highly collaborative, organized, and process-driven.
• Opportunity to have a major impact at a fast-growing startup.
• Work in a collegial, collaborative, fun work environment.

Requirements

• Smart, scrappy, capable of coming up with creative solutions to problems.
• Excellent relationship builder, capable of winning buy-in from internal and external stakeholders.
• A good person who cares about their clients and teammates.
• Self-starter with ability to work in fast-paced, changing environment.
• A sense of urgency and professional persistence.

Benefits

• Base Salary $70,000 / OTE $98,000.
• Equity grant participation for all new hires.
• Comprehensive & affordable insurance benefits.
• 401(k) with employer match.
• Paid parental leave & reimbursement for family planning services.
• Sponsored learning & development program.
• Fully stocked kitchen & lunch reimbursement program.
• Hybrid office work model & generous PTO.