Account Executive, Wealth Platform

Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash are part of the cap table.

Its accolades include Nerdwallet’s 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar’s Fintech Startup of the Year 2019, Think Advisor Luminaries’ 2024 Industry Disruption Firm Award, and 2025 Fin Tech Breakthrough Award for Best Wealth Management Product.

As a New York-based company, we have a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, Principal and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia.

As an Account Executive on the Platform Growth team here at Zoe Financial, your primary responsibility will be to outbound prospect our target ICP firm to join the Zoe Referral Program and adopt the Zoe Wealth Platform as part of their tech stack. This is a hunter sales role, full cycle, building pipeline, conducting demos, and handling contract negotiations and closing with strong hand offs to our account management team.

By joining Zoe, you’ll play a crucial role in spearheading our new business efforts, helping RIAs serve their clients more efficiently and deliver their clients more value, while working with a company that truly puts integrity and the consumer first.

Location:

NYC (Work 5 days a week in Midtown office)

Reports to:

VP of Sales

Level: Executive

• You’re a motivated, high-energy self-starter who gets excited about picking up builds and making an impact.
• You're unabashedly curious and insanely helpful, with a high level of interest in optimizing features, processes, and procedures.
• You have a high level of attention to detail and organizational skills.
• You have exceptional interpersonal and communication skills, working with cross-functional teams.

• Are a successful, well-funded, fast-growing company with a start-up work vibe.
• Are passionate about our clients and live/breathe the client experience.
• We hire A players. So you will be surrounded by the ‘Navy Seals’ of their craft that will push you to improve
• Are a technologically and data-driven business.
• Offer competitive salaries and equity.
• Are at the forefront of tech & finance, redefining personal finance.
• Believe in autonomy & take the initiative.

• Generate outbound pipeline of prospective RIAs seeking a digital small account solution for their clients.
• Handle new meeting setting, qualifying prospective firms, conducting demos of our wealth platform, negotiating contracts and pricing, and successfully onboarding and expanding our relationships with new RIAs joining the platform.

• 2-5 years of experience in sales
• Bachelor’s Degree
• Strong understanding of the RIA industry landscape and the problems we are solving for them.
• Ability to thrive in a fast-paced, dynamic environment.
• Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
• Self-motivator with a collaborative spirit
• Flexibility in adapting to new technologies and environments
• Want to work in an office environment, alongside Zoe’s Leadership Team.
• Estimated Base Salary Range: $80,000 to $95,000 and $125,000 to $150,000 OTE, depending on experience, skills, training, certifications, and education.
• Commuting & Gym benefits
• As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company.
• Breakfast provided on Tuesdays, Lunch provided on Fridays