Advisor Success Manager

The role

This is a high-impact sales role focused on the activation phase of the advisor lifecycle. You will guide new advisors through initial platform adoption to reach the milestone of five clients with managed assets.

What you will do

• Lead high-value onboarding sessions to move advisors from interest to action
• Conduct structured meetings and asynchronous calls to drive advisor activity
• Use Challenger and SPIN models to create constructive tension and drive adoption
• Assume full accountability for a designated pipeline of advisors and teams
• Track and drive advisor progression through activation milestones
• Dedicate approximately 25% of time to outbound engagement efforts
• Identify, negotiate and close committed asset upsell opportunities

Required qualifications

• 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
• Superlative verbal and written skills
• Basic understanding of the financial services industry and RIA/BD, retirement and 401k landscape
• High energy, proactive, and infectious attitude

Nice to have

• Familiarity with Challenger or SPIN selling

Benefits

• Equity grant participation
• Comprehensive & affordable insurance benefits with a variety of plan options
• 401(k) with employer match & employer-sponsored access to a retirement advisor
• Paid parental leave & reimbursement program for family planning services
• Sponsored learning & development program
• Fully stocked kitchen & lunch reimbursement program
• 5 Work From Anywhere weeks per year

About the company

Pontera is a fintech company on a mission to help people retire better. Their software platform enables retirement savers to get help managing their 401(k) and other retirement plan accounts.