Fintech Business Development Representative

1 week ago


New York, New York, United States Pontera Full time

Pontera, a pioneering fintech company, is revolutionizing the retirement planning industry. Our cutting-edge software platform empowers individuals to take control of their 401(k) and other retirement plan accounts with personalized strategies tailored by trusted financial advisors.

As a fast-growing startup, we're committed to our people-first principle, fostering a collaborative and inclusive work environment that prioritizes the well-being of our team members and clients alike. This philosophy sets us apart in a complex and numbers-driven industry.

About the Role

We're seeking an Account Executive who will be responsible for owning the full sales cycle with small and medium-sized wealth management firms, handling everything from cold calls to negotiation and close.

This role requires a deep understanding of the goals, plans, timelines, and personal motivations of Registered Investment Advisory firms, as well as a willingness to continuously improve sales processes through testing, learning, and implementing best practices.

Responsibilities
  • Sourcing and managing a pipeline of Registered Investment Advisory firms
  • Developing strong relationships with key stakeholders
  • Improving sales processes through data-driven insights and analysis
Requirements
  • Demonstrated track record of top performance in sales or business development roles
  • Excellent communication and relationship-building skills
  • Able to work in a fast-paced, dynamic environment and adapt to changing circumstances
  • A good person who values teamwork, client satisfaction, and continuous improvement
What We Offer
  • Base Salary: $70,000 / OTE: $98,000
  • Opportunity to make a meaningful impact at a revolutionary fintech startup
  • Collaborative and fun work environment with frequent team events
  • Equity participation for all new hires
  • Comprehensive benefits package including health insurance, 401(k), and family benefits

Pontera is an equal opportunity employer and welcomes applications from diverse candidates.



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