Advisor Success Manager is open at Pontera in New York, New York, United States. The posting gives a salary of $125K - $200K. Posted on Sep 10, 2026, and still on Pontera’s careers page when we last checked, on Nov 15, 2026.
About the role
High-Value Advisor Engagement & ‘Closing’ Onboarding Excellence: Lead high-value onboarding sessions designed to move advisors from general interest to action. Planned Meetings & Calls: Conduct structured, goal-oriented scheduled meetings and asynchronous calls to drive immediate advisor activity. Urgency Creation: Use the Challenger and SPIN models to create "constructive tension," helping advisors understand the…
The opening lines of the posting. The rest is on Pontera’s careers page.
Hiring at Pontera
Pontera has 8 open roles right now. Most are in Sales & Business Development, Engineering and Consulting & Solutions. See all its roles