Advisor Success Manager
Pontera · New York, New York, United States
Posted 6 days ago · $125,000-$175,000
or apply directly on Pontera's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 6 days Pontera's roles stay open a median of 40 days
- Reposted
- No
- Salary listed
- Yes 83% of Pontera's roles list one
- Ghost-job risk at Pontera
- moderate 2 stale, 0 reposted of 6 open
- Hiring momentum
- 7 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Pontera's own greenhouse board since 2026-08-03. Full hiring picture for Pontera.
About this role
The Advisor Success Manager at Pontera is responsible for guiding new financial advisors through the initial adoption phase of the Pontera platform, focusing on helping them achieve their first five clients. This role involves conducting onboarding sessions, managing a pipeline of advisors, and utilizing sales methodologies to drive engagement and urgency. The position is sales-oriented and aims to ensure advisors realize the full value of the platform within their first 90-120 days.
- benefits
- 5/5
- freshness
- 5/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Pontera as an employer.
What you need
- 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building
- Proven track record of success as an individual contributor
- Superlative verbal and written communication skills
- Basic understanding of the financial services industry and RIA/BD, retirement and 401k landscape
- High energy, proactive attitude for delivering elite service while driving commercial outcomes
Nice to have
- Familiarity with Challenger or SPIN selling
What you get
- $125,000-$175,000 OTE
- Collegial, collaborative, fun work environment with frequent team events
- Equity grant participation for all new hires
- Comprehensive & affordable insurance benefits with a variety of plan options
- 401(k) with employer match & employer-sponsored access to a retirement advisor
- Paid parental leave & reimbursement program for family planning services
Worth weighing
- No specific details on performance metrics or growth opportunities
- Sales role may involve high pressure to meet activation milestones
Summarised from Pontera's posting. Read the full original.
Listed by Pontera on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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