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Full-Time

Enterprise Sales Associate

Confirmed live in the last 24 hours

Pontera

Pontera

201-500 employees

Platform for managing retirement accounts

Fintech
Financial Services

Compensation Overview

$100k - $120kAnnually

Senior

New York, NY, USA

Hybrid office work model: In-Office Tues/Weds/Thurs and WFH Mon/Fri.

Category
Field Sales
Sales & Account Management
Requirements
  • 5 years of professional business development experience in WealthTech, Retirement Tech, Wealth Management, Asset Management, or SaaS required
  • World-class communicator (verbal, written, presentation)
  • Excellent relationship builder, capable of winning buy-in from internal and external stakeholders
  • Highly collaborative, organized, and process-driven
  • Self-starter with ability to work in fast paced, changing environment
  • A sense of urgency and professional persistence, capable of bringing deals to a close
Responsibilities
  • Proactively position and differentiate Pontera and our platform against competitor firms and other strategies to Financial Advisors
  • Build an efficient and thoughtful strategy to maximize engagement and influence from advisors
  • Expand existing advisor support by uncovering teams with substantial held away asset opportunities
  • Identify and pursue new opportunities by client profiling, lead identification, and follow-up activity
  • Exhibit high-level market knowledge and ability to converse with financial advisors on investment solutions and current economic and market conditions
  • Embrace the firm’s commitment to the client experience and exceed client expectations
  • Partner with colleagues across the organization to improve the Pontera/Advisor relationship

Pontera provides a platform for financial advisors to manage and monitor their clients' 401k and other retirement accounts. The platform allows advisors to integrate all investable assets into a single portfolio, which helps in offering comprehensive wealth planning. Pontera's service focuses on active management, which has shown to generate an average increase of 3.3% per year, net of fees, compared to non-actively managed assets. This approach can significantly enhance long-term wealth accumulation for investors. The company primarily targets financial advisors and their clients, especially those with multiple retirement accounts. Pontera operates on a subscription-based model, charging financial advisors for access to its platform, which helps them improve client outcomes and satisfaction. The goal of Pontera is to provide tools that enable financial advisors to deliver better wealth management services, ultimately leading to greater financial gains for their clients.

Company Stage

N/A

Total Funding

$158.7M

Headquarters

New York City, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

19%

1 year growth

50%

2 year growth

118%
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Simplify's Take

What believers are saying

  • The recent $60 million funding round and a $550 million valuation indicate strong financial health and growth potential.
  • Partnerships with major firms like Stifel, Ameritas, and CAPTRUST expand Pontera's market reach and enhance its service offerings.
  • The expansion into a new 41,000 square foot space in New York City signals significant growth and operational scaling.

What critics are saying

  • The fintech space is highly competitive, and Pontera must continuously innovate to maintain its edge.
  • Integration challenges with multiple partners and platforms could lead to operational inefficiencies.

What makes Pontera unique

  • Pontera specializes in enabling financial advisors to manage held-away accounts like 401(k)s and 403(b)s, a niche not widely addressed by other fintech platforms.
  • The platform's seamless integration with existing portfolio management tools provides a unique advantage in delivering holistic financial advice.
  • Pontera's focus on secure and compliant management of retirement accounts sets it apart in the fintech landscape.

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