SMB Account Executive
FeeX•New York, NY
294d•$70,000 - $98,000•Hybrid
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About The Position
Pontera is looking for an Account Executive who will own the full sales cycle with small and medium-sized wealth management firms. The role involves sourcing and managing a pipeline of Registered Investment Advisory firms, handling the full sales cycle from cold call through negotiation and close. The ideal candidate will understand the goals, plans, timeline, and personal motivations of their buyers and strive to continuously improve their sales process, demonstrating a willingness to test, learn, and implement best practices.
