Account Executive, Wealth Platform

divh2Account Executive/h2pZoe 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./ppIts accolades include Nerdwallets 2022, 2023, and 2024 Best Online Financial Advisor, Morningstars Fintech Startup of the Year 2019, ThinkAdvisor Luminaries 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product./ppAs 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./ph3About the Role/h3pAs 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./ppBy joining Zoe, youll 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./ppLocation: NYC (Work 5 days a week in Midtown office)/ppReports to: VP of Sales/ppLevel: Executive/ph3Were Excited About You Because/h3pYoure passionate about delivering a superior client experience./ppYoure a motivated, high-energy self-starter who gets excited about picking up builds and making an impact./ppYoure unabashedly curious and insanely helpful, with a high level of interest in optimizing features, processes, and procedures./ppYou have a high level of attention to detail and organizational skills./ppYou have exceptional interpersonal and communication skills, working with cross-functional teams./ph3Youll Love Working At Zoe Because We.../h3ulliAre a successful, well-funded, fast-growing company with a start-up work vibe./liliAre passionate about our clients and live/breathe the client experience./liliWe hire A players. So you will be surrounded by the Navy Seals of their craft that will push you to improve/liliAre a technologically and data-driven business./liliOffer competitive salaries and equity./liliAre at the forefront of tech finance, redefining personal finance./liliBelieve in autonomy take the initiative./li/ulh3Responsibilities:/h3ulliGenerate outbound pipeline of prospective RIAs seeking a digital small account solution for their clients./liliHandle 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./li/ulh3Requirements:/h3ulli2-5 years of experience in sales/liliBachelors Degree/liliStrong understanding of the RIA industry landscape and the problems we are solving for them./liliAbility to thrive in a fast-paced, dynamic environment./liliAbility to manage time effectively, setting and meeting deadlines while maintaining quality of work/liliSelf-motivator with a collaborative spirit/liliFlexibility in adapting to new technologies and environments/liliWant to work in an office environment, alongside Zoes Leadership Team./li/ulh3Benefits:/h3ulliEstimated Base Salary Range: $80,000 to $95,000 and $125,000 to $150,000 OTE, depending on experience, skills, training, certifications, and education./liliHealthcare, Dental Vision Coverage/liliCommuting Gym benefits/lili401(K)/liliAs an early member of our team, youll have a rare opportunity to influence the culture of a fast-growing company./lili3 weeks PTO/liliBreakfast provided on Tuesdays, Lunch provided on Fridays/li/ul/div