The Enterprise Sales Associate will develop relationships with financial advisors and wealth management firms to promote Pontera's services, driving AUM growth while enhancing the investment experience for retirement savers. Responsibilities include executing business plans, identifying new opportunities, and maintaining client engagement.

As an SMB Account Executive at Pontera, you will manage the full sales cycle for small and medium-sized wealth management firms. Your responsibilities include sourcing and managing a pipeline of Registered Investment Advisory firms, establishing relationships, and improving sales processes. You will focus on understanding client needs and strive for continuous improvement in your sales approach.

The Director of People will oversee the HR Business Partner function, focusing on supporting GTM leaders and implementing HR initiatives that align with company goals. Responsibilities include talent development, performance management, organizational design, and leadership development while fostering a positive work environment.