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. Pontera 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 ve...
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. Pontera 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 ve...
DESCRIPTION. The Business Systems Senior Manager will be the product owner of all GTM sales tech stacks and play a critical role in managing the development, utilization, and integration of all tools the business development team uses. CRM (Salesforce) administration is a major component of this role. a successful candidate should have an excellent knowledge of Salesforce’s capabilities and best practices, which they will utilize to drive improve...
DESCRIPTION. Pontera is looking for an Account Executive who will own the full sales cycle with small and medium-sized wealth management firms. RESPONSIBILITIES. Play the lead role in sourcing and managing a pipeline of Registered Investment Advisory firms, handling 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 ...
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. Pontera 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 ve...
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. Pontera 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 ve...
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. Pontera 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 ve...
DESCRIPTION. As a Strategic Account Executive, you will lead the sales process with Pontera’s largest prospects, specifically focusing on the industry’s largest Wirehouses, Broker-dealers, Banks, and RIAs with over 1,000 financial advisors. You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory. RESPONSIBILITIES. Play the lead role in managing a pipeline of key Str...
