Pontera

Business Development Representative

New York, New York, United States

$60,000 – $80,000Compensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Sales, Business DevelopmentIndustries

Requirements

Candidates should demonstrate the ability to build professional relationships with internal and external stakeholders, be self-motivated with the ability and eagerness to work in a fast-paced environment, possess excellent written and verbal communication skills, exhibit a sense of urgency and an ability to be professionally persistent, and demonstrate a resilient, upbeat attitude as a team player with a demonstrated track record of top performance.

Responsibilities

The Business Development Representative will identify and generate new business through proactive outbound prospecting, gain interest through cold calling, email campaigns, and social touches, utilize excellent organizational skills to create an accurate and relevant follow-up prospect list, and overcome obstacles and objections to effectively build pipelines.

Skills

Prospecting
Cold Calling
Email Campaigns
Social Media Outreach
Lead Generation
Pipeline Management
Communication Skills
Organization
Persistence

Pontera

Platform for managing retirement accounts

About Pontera

Pontera offers a platform for financial advisors to manage and monitor their clients' 401k and retirement accounts, allowing for a cohesive approach to wealth planning. The platform focuses on active management, which has been shown to increase returns by an average of 3.3% per year, net of fees. Pontera operates on a subscription model, generating revenue from financial advisors who use the service to enhance client outcomes. The company's goal is to improve client satisfaction and retention by providing valuable tools for managing retirement assets.

Key Metrics

New York City, New YorkHeadquarters
2012Year Founded
$147.3MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
401(k) Company Match
Paid Parental Leave
Family Planning Benefits
Professional Development Budget
Hybrid Work Options
Unlimited Paid Time Off
Equity
Food Perks

Risks

Expansion into a large NYC office could lead to unsustainable operational costs.
Dependency on large clients like Stifel poses risks if partnerships underperform.
Rapid growth and funding may pressure Pontera into strategic missteps.

Differentiation

Pontera allows advisors to manage clients' held-away accounts, enhancing holistic wealth planning.
The platform boasts an average 3.3% annual return increase, net of fees, for clients.
Pontera integrates seamlessly with existing portfolio management tools, improving financial outcomes.

Upsides

Pontera's partnership with Stifel expands its reach to over 200,000 clients.
The $60 million funding round supports Pontera's growth and platform enhancements.
Pontera's expansion into a larger NYC office indicates strong business growth.

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