Senior Account Executive - Wealth Platform
About The Firm
Zoe is a wealth platform that helps grow and protect wealth through innovative technology and exceptional client service. Zoe is backed by the Opportunity Fundand former and current operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash. Zoe was named one of Fast Company's 2022 Most Innovative Companies, as well as Nerd Wallet's Best Online Financial Advisor in 2022, 2023 & 2024. Zoe offers the excitement of a rapidly growing company with the stability of a tenured leadership team and advisory board. The New York-based company has a strong leadership team with experience at firms like Morgan Stanley, JP Morgan, Merril Lynch, and Learnvest. We have offices in New York City, and Bogotá, Colombia.
About the Role
We are seeking a founding member of our Wealth Tech B2B Sales Team. You will be paramount in establishing a repeatable sales process and bringing the Zoe Wealth Platform to market. This role reports directly to the CEO and has clear leadership opportunities as our Wealth Tech team grows and scales within the company.
The Zoe Wealth Platform matches pre-qualified prospective clients to Financial Advisors, and streamlines the process of client onboarding, account opening, and ongoing investment management all in one platform. As a foundational Account Executive on our Investment Platform team, you'll be responsible for...
Developing an in-depth understanding of The Zoe Wealth Platform's lead generation service and investment platform to effectively communicate its value proposition to prospective advisory firms.
Utilizing consultative sales techniques to educate advisors, guide them through the purchasing process, and facilitate the acquisition, retention, and expansion of Assets Under Management (AUM) business.
Act as a liaison between advisors and our product team, collecting and relaying feedback to drive continuous improvement in our platform and align with the evolving needs of advisors and their clients.
Drive measurable results by consistently meeting or exceeding quarterly performance goals, contributing to revenue growth, and participating in the development of a scalable and predictable sales process.
Work closely with marketing to develop and execute promotional materials, and sales collateral that effectively communicate the value proposition of The Zoe Wealth Platform to financial advisors.
Represent the company at industry conferences and events. Network with potential advisory firms, showcase the platform, and generate leads to expand our client base.
We're Excited About You Because…
You're a motivated, high-energy self-starter who gets excited about picking up the phone and affecting change.
You thrive in ambiguity, you are organized and can create processes to ramp up our outbound sales efforts.
You're a high performer who has a demonstrated history of setting the bar for what success looks like in past roles. You love to win, but you hate to lose even more.
You're a hunter. You can target qualified advisory firm prospects, and expediently drive them through a full cycle sales and onboarding process.
You're unabashedly curious and insanely helpful, with a high level of emotional intelligence in order to meaningfully connect with a diverse set of advisor partners.
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You have exceptional interpersonal skills, working with cross-functional teams.
You have great verbal and written communication skills
You'll love working at Zoe because We...
Are a successful, well-funded, fast-growing start-up.
Are passionate about helping people, and live/breathe the client experience.
Are a technologically and data-driven business.
Offer competitive salaries, comp and bonus packages, as well as equity.
Offer career progression, mentorship and growth opportunities.
Are at the forefront of tech & finance, redefining personal finance.
Value autonomy & taking initiative.
Requirements:
Benefits: