• Manage an assigned segment of RPAs (firms and individual advisors) associated with advisor firms currently using Pontera ’s platform
• Develop and maintain excellent relationships with key stakeholders at assigned firms to drive increased awareness and willingness to advocate for Pontera
• Communicate the value of Pontera for the RPA and Wealth Management sides of the advisory firms
• Create, manage, and expand database of RPA firms and individual advisors
• Collaborate closely with DC Partnerships colleagues and other client facing teams.

• 3+ year of experience in relationship management, sales, or similar functions within the financial services space
• Bachelor’s degree or higher in an applicable discipline
• Proven track record of developing and managing successful B2B client relationships
• Knowledge of retirement plan products, advisory services, and recordkeeping landscape
• Excellent communications skills and a demonstrated ability to work collaboratively
• Experience working in a fast-paced environment with an adaptable start-up mindset
• Ability to travel, up to 10%

WHAT WE OFFER

• Compensation: $125,000 to $150,000 OTE
• Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
• 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: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.