Full-Time
Sales Lead
Partner Engagement
Posted on 6/27/2024
Pontera
201-500 employees
Platform for managing retirement accounts
Compensation Overview
$110k - $120kAnnually
Senior, Expert
New York, NY, USA
Hybrid office work model: In-Office Tues/Weds/Thurs and WFH Mon/Fri.
- Experience in sales management or team leadership
- Experience implementing consultative selling techniques and leveling-up underperforming team members
- Superlative presentation, demonstration and verbal & written communication skills
- Technical and operational acumen, preferably with Salesforce
- Experience working in cross-functional environments with track record of problem solving and bringing proactive solutions to drive team & company performance
- Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or leadership
- Basic understanding of the financial services & wealth management industry preferred
- Bachelor’s degree
- Hiring & training: grow and maintain headcount to ensure that your team operating at full capacity
- Coaching & Mentoring: hands-on development of your team’s skills through various 1:1s, coaching sessions and ad-hoc best practices
- Hold your team accountable to high standards of professional habits that lead to superior performance
- Driving your team to hit quarterly targets through positive and motivational feedback
- Execute strategic projects with guidance from director and to continuously improve our partner engagement processes
- Collaborate with Director on tactical initiatives to overcome sales challenges and better understand & leverage partner feedback
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
6 month growth
↑ 19%1 year growth
↑ 50%2 year growth
↑ 118%
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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