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Advisor Success Manager

Pontera · New York, New York, United States · All 6 Pontera jobs

Level
Lead
Posted
10 Sep 2026

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Required skills, as the advert states them

  • Business Development
  • Communication Skills
  • Driving

Nice to have

  • Security
  • Onboarding

About this opportunity

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.

Read the full advert and apply on Pontera's site →

Collected from Pontera's own careers site (Greenhouse). Posted 10 Sep 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.