Advisor Activation & Growth Manager

Pontera Solutions Inc.; New York, Northern (NY, KY); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

OTE 125k–175k

Equity

Healthcare

401(k) match

Parental leave

Learning & development

Lunch reimbursement

Hybrid work

Job summary

Pontera is seeking an exceptional Advisor Success Manager to accelerate the 0-to-5 client journey. You will guide new advisors through platform adoption, moving them toward five clients with managed assets, across diverse segments.

The role emphasizes proactive outreach, structured engagements, and closing opportunities to maximize initial value. The ASM thrives on closing focus and urgency, managing a named pipeline, and applying Challenger/SPIN strategies to help advisors realize the full

Qualifications

• 3+ years of consultative or solutions selling experience.
• Proven track record as an individual contributor; Challenger or SPIN familiarity preferred.
• Excellent verbal and written communication; ability to influence decision-makers.
• Basic understanding of the financial services industry, RIAs/BD, retirement and 401k landscape.

Responsibilities

• Onboard high-value advisors to move from interest to action.
• Schedule structured meetings and calls to drive advisor activity.
• Create urgency using Challenger and SPIN models for rapid adoption.
• Own a designated pipeline of advisor teams across segments.
• Track activation milestones and drive progress toward five clients on the platform.
• Allocate ~25% of time to outbound engagements to fill with high-value meetings.
• Identify, negotiate and close asset upsell opportunities within the SMB pipeline.

Skills

Consultative selling

Relationship building

Sales acumen

Communication

Financial services knowledge

Job description

Pontera is seeking an exceptional Advisor Success Manager to accelerate the 0-to-5 client journey. You will guide new advisors through platform adoption, moving them toward five clients with managed assets, across diverse segments.

The role emphasizes proactive outreach, structured engagements, and closing opportunities to maximize initial value. The ASM thrives on closing focus and urgency, managing a named pipeline, and applying Challenger/SPIN strategies to help advisors realize the full