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 venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside.
That’s where you come in.
DESCRIPTION
As 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 Strategic wealth management prospects, handling the full sales cycle from initial conversation through negotiation and close
- Map the buyers of our prospects. Understand the goals, plans, timeline, organizational structures, and personal motivations of your counterparts
- Leverage and lead cross-functional teams within Pontera to deliver best-in-class presentations to C-level buyers at our prospects, tailored specifically their unique needs and priorities
- Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practices
REQUIREMENTS
- 10 + Years of professional experience negotiating and closing complex multi-million dollar deals, with deep industry expertise in wealth management
- World-class communicator with a demonstrated ability to effectively interact directly with C-level audiences at Fortune 100 financial institutions (verbal, written, presentation)
- High IQ. Capable of facing off autonomously with a variety of buyer profiles ranging from Chief Executive Officers, Chief Compliance Officers, Chief Information Security Officers, Chief Technology Officers, procurement, and others
- Excellent relationship builder, capable of winning buy-in from internal and external stakeholders
- Highly collaborative, organized, and process-driven
- Self-starter with ability to work in fast paced, changing environment
- A sense of urgency and professional persistence, capable of bringing deals to a close
- Demonstrated track record of top performance
- Familiarity with Salesforce, Gong, Outreach, Monday.com, Tableau
WHAT WE OFFER
- Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
- Team Culture: A collegial, collaborative, fun work environment with frequent team events
- Equity: All new hires are eligible for equity grant participation
- Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
- Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
- Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
- Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
- Food Perks: Fully stocked kitchen & lunch reimbursement program
- Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
