Growth Account Executive

Role Overview

Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical ‘0 to 5’ activation phase of the advisor lifecycle.

What You Will Do

You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets.

Why It Might Be a Fit

This role is built for a proactive professional who thrives on ‘closing focus’ and creating urgency.

Requirements

• 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; 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.

Benefits

• Compensation: $125,000-$175,000 OTE
• 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: Hybrid In-Office Tues/Weds/Thurs and WFH Mon/Fri with 5 Work From Anywhere weeks per year