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Advisor Success Manager at Pontera - ApplyBlast

Advisor Success Manager

Pontera

1 month ago

3.5 on Glassdoor

New York, New York, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

Pontera is seeking an Advisor Success Manager to guide new advisors through the initial platform adoption phase, driving them to reach the foundational milestone of five clients with managed assets. This high-impact sales role focuses on accelerating the '0 to 5' client journey to ensure long-term advisor retention and success. The position involves managing a named pipeline, conducting structured meetings, and utilizing advanced sales methodologies to drive commercial outcomes.

Responsibilities

Guide new advisors through platform adoption to reach five managed clients
Manage named pipeline of advisors and drive activation milestones
Conduct structured meetings and calls to drive immediate advisor activity

Skills

About Pontera

pontera.com

Headquarters

New York, New York, United States

Company Size

201-500 employees

Founded

2012

View Profile

Pontera is a financial-advisor software platform that helps advisors manage and rebalance clients’ employer‑sponsored retirement accounts (401(k)s, 403(b)s) as part of a holistic portfolio. The platform aggregates plan data, automates trading and rebalancing across workplace accounts, and provides reporting and workflow tools to include retirement assets in comprehensive advice. Pontera focuses on secure, compliant connectivity to plan providers and custodians so RIAs and wealth managers can scale retirement-account management. Advisors use it to streamline operations, maintain oversight, and improve outcomes for clients’ workplace retirement savings.