Growth AE: Drive Advisors to 5-Client Activation

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

Benefits offered by this job

Equity participation

Healthcare benefits

401(k) with employer match

Parental leave

Learning & development

Job summary

Pontera is hiring a Growth Account Executive to drive the critical 0 to 5 activation phase for advisors, guiding them through platform adoption to reach five clients with managed assets.

The role centers on proactive outreach, structured meetings, and strategic negotiations, with a strong emphasis on closing deals and accelerating value realization for SMB to enterprise advisor teams. This is a hybrid-capable, high-growth sales position in the United States.

Qualifications

• 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building.
• Proven track record as an individual contributor; familiarity with Challenger or SPIN selling is highly preferred.
• Superlative verbal and written skills, with the ability to lead challenging conversations and influence decision-makers.
• Basic understanding of the financial services industry and RIA/BD, retirement and 401k landscape.
• High energy, proactive, and infectious attitude for delivering elite service while driving commercial outcomes.

Responsibilities

• Onboarding Excellence: Lead high-value onboarding sessions to move advisors from interest to action.
• Planned Meetings & Calls: Conduct structured, goal-oriented meetings and asynchronous calls.
• Urgency Creation: Use Challenger and SPIN models to create constructive tension for rapid adoption.
• Named Pipeline Ownership: Own a designated pipeline of advisors and teams across segments.
• Milestone Progression: Track advisor progression and drive activation milestones (five clients).
• Outbound Activity: Dedicate ~25% of time to outbound meetings and calls.
• Commercial Negotiations: Identify, negotiate and close upsell opportunities from existing pipeline.

Skills

3+ years sales experience

Sales acumen

Communication skills

Financial services knowledge

Proactive attitude

Job description

Pontera is hiring a Growth Account Executive to drive the critical 0 to 5 activation phase for advisors, guiding them through platform adoption to reach five clients with managed assets.

The role centers on proactive outreach, structured meetings, and strategic negotiations, with a strong emphasis on closing deals and accelerating value realization for SMB to enterprise advisor teams. This is a hybrid-capable, high-growth sales position in the United States.