Defined Contribution Relationship Consultant - 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

• Manage an assigned segment of RPAs associated with advisor firms using Pontera’s platform.
• Develop and maintain excellent relationships with key stakeholders.
• Communicate the value of Pontera for RPA and Wealth Management sides.
• Create, manage, and expand database of RPA firms and individual advisors.
• Collaborate closely with DC Partnerships colleagues and other client-facing teams.

Requirements

• 3+ years of experience in business development, sales, or similar functions.
• Demonstrated success in meeting or exceeding sales targets.
• Bachelor’s degree or higher in an applicable discipline.
• Proven track record of developing and managing successful B2B client relationships.
• Knowledge of retirement plan products and advisory services.
• Excellent communication skills and ability to work collaboratively.
• Industry designations such as AIF®, CPFA®, CRPS® preferred.
• Ability to travel, up to 10%.

Benefits

• Base: $100,000; OTE: $115,000.
• Opportunity to impact a fast-growing startup in the FinTech industry.
• Collegial, collaborative, fun work environment.
• Equity grant participation for 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 with generous PTO.