Top Sales Jobs

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.

As an Internal Sales Associate at Pontera, you will identify leads and generate new business through proactive outbound prospecting. You'll conduct demo calls, create follow-up prospect lists, and deliver engagement strategies to enhance sales performance. Collaborating with internal departments, you'll strive to optimize efficiencies and foster professional relationships with stakeholders.