Advisor Success Manager
Core
Accelerate new financial advisors' adoption of the Pontera retirement platform by guiding them from registration to managing their first five clients within 90-120 days.
Role type
Senior individual contributor sales manager (advisor lifecycle activation)
Builds
Onboarding sessions, scheduled meetings, and calls for financial advisors
Domain
Fintech / Retirement planning / Financial advisory services
Deliverable
Product features (platform adoption and client onboarding)
Required skills
Consultative or solutions selling, business development, external relationship building, Challenger or SPIN selling methodologies, commercial negotiation, pipeline management, high-value engagement
Preferred skills
Familiarity with Challenger or SPIN selling, financial services industry knowledge (RIA/BD, retirement, 401k)
Technologies
Pontera platform
Responsibilities
Lead high-value onboarding sessions to drive advisor action, conduct structured goal-oriented meetings and calls, create urgency using Challenger and SPIN models, manage a named pipeline of advisors and teams, track advisor progression to the five-client milestone, dedicate 25% of time to outbound engagement, identify and negotiate committed asset upsell opportunities
Seniority
Mid-level individual contributor