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Salary: USD 125,000 - 175,000 / annual
Pontera is a fintech company helping people retire better through a software platform that enables retirement savers to manage their 401(k) and retirement plan accounts with guidance from trusted financial advisors. The platform is used by financial advisors across the nation—from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is building a fast-growing team dedicated to becoming one of the largest fintech companies in the world.
The Advisor Success Manager is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will guide new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. Data shows that an advisor's likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move that curve by turning registered advisors into active, ramped users within their first 90–120 days.
You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Key responsibilities include:
• Lead high-value onboarding sessions designed to move advisors from general interest to action
• Conduct structured, goal-oriented scheduled meetings and asynchronous calls to drive immediate advisor activity
• Use the Challenger and SPIN models to create "constructive tension," helping advisors understand the cost of inaction and the benefits of rapid adoption
• Assume full accountability for a designated pipeline of advisors and teams across various segments
• Track and drive the speed of advisor progression through activation milestones, with a primary KPI of achieving five clients on the platform
• Dedicate approximately 25% of your time to outbound engagement efforts to fill your calendar with high-value meetings and calls
• Identify, negotiate, and close committed asset 'upsell' opportunities from your assigned existing customer pipeline in the SMB segment
The role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will work in a collegial, collaborative environment with frequent team events. The company offers equity participation for all new hires, comprehensive healthcare, 401(k) with employer match, paid parental leave, professional development support, and a hybrid work arrangement (Tues/Weds/Thurs in-office, Mon/Fri work-from-home, plus 5 work-from-anywhere weeks per year).
REQUIREMENTS:
• 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building
• Proven track record of success as an individual contributor
• Familiarity with Challenger or SPIN selling (highly preferred)
• Superlative verbal and written skills, with the ability to lead challenging conversations and influence decision-makers
• Basic understanding of the financial services industry and RIA/BD, retirement, and 401(k) landscape
• High energy, proactive, and infectious attitude for delivering elite service while driving commercial outcomes
