Advisor Activation Manager

Pontera; New York (NY); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Equity grant participation

Healthcare benefits

401(k) with employer match

Parental leave

Professional development

Lunch reimbursement

Hybrid in-office schedule

Job summary

Pontera is seeking an Advisor Success Manager to accelerate the 0 to 5 client journey for retirement-focused advisors. This high-impact, pure sales role targets rapid platform adoption and five managed assets across diverse advisor teams.

The ASM will manage a named pipeline, close opportunities, and leverage Challenger/SPIN methodologies to create urgency and deliver measurable commercial outcomes. Hybrid work model and equity participation are offered.

Qualifications

• 3+ years in consultative or solutions selling, business development, or external relationship building.
• Proven track record as an individual contributor.
• Strong verbal and written communication.
• Basic knowledge of the financial services industry and retirement/401(k).
• High energy, proactive attitude delivering elite service while driving commercial outcomes.

Responsibilities

• Onboarding Excellence: lead high-value onboarding sessions to move advisors from interest to action.
• Planned meetings and calls: conduct structured, goal-oriented meetings to drive activity.
• Urgency creation: use Challenger/SPIN to communicate the cost of inaction and benefits of rapid adoption.
• Named pipeline ownership: manage a designated advisor pipeline across segments.
• Milestone progression: drive activation milestones toward five clients on Pontera.

Skills

Consultative selling

Business development

Relationship building

Sales acumen

Communication

Job description

Pontera is seeking an Advisor Success Manager to accelerate the 0 to 5 client journey for retirement-focused advisors. This high-impact, pure sales role targets rapid platform adoption and five managed assets across diverse advisor teams.

The ASM will manage a named pipeline, close opportunities, and leverage Challenger/SPIN methodologies to create urgency and deliver measurable commercial outcomes. Hybrid work model and equity participation are offered.