Account Executive, Wealth Platform jobs in United States
cer-icon
Apply on Employer Site
company-logo

Zoe Financial · 1 day ago

Account Executive, Wealth Platform

positionNew York, NY
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$80K/yr - $95K/yr
date2+ years exp

Zoe Financial is an end-to-end wealth platform dedicated to helping clients grow and protect their wealth through innovative technology and exceptional client service. The Account Executive will be responsible for outbound prospecting to onboard firms into the Zoe Referral Program and facilitate the adoption of the Zoe Wealth Platform, playing a crucial role in new business efforts.

Financial ServicesFinTechSoftwareWealth Management
check
Growth Opportunities
Hiring Manager
Kimberly Espinosa
linkedin

Responsibilities

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

Qualification

Sales experienceRIA industry knowledgeBachelor’s DegreeTime managementInterpersonal skillsCommunication skillsSelf-motivatorAdaptabilityAttention to detailOrganizational skills

Required

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

Benefits

Healthcare, Dental & Vision Coverage
Commuting & Gym benefits
401(K)
3 weeks PTO
Breakfast provided on Tuesdays, Lunch provided on Fridays

Company

Zoe Financial

twittertwittertwitter
company-logo
Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.
dateFounded in 2018
location
New York, New York, USA
people-size11-50 employees
web-link
https://zoefinancial.com

Funding

Current Stage
Growth Stage
Total Funding
$45.9M
Key Investors
Sageview CapitalOpen Opportunity Fund
2025-04-29Series B· $29.6M
2022-05-24Series Unknown
2021-05-18Series A· $10M

Leadership Team

leader-logo
Andres Garcia-Amaya, CFA
Founder & CEO
linkedin

Recent News

Newswire
Zoe Financial Partners With AdvizorPro to Accelerate RIA Growth Nationwide
2025-10-17
Newswire
Zoe Wealth Platform Integrates eMoney Data Feed, Empowering Advisors to Deliver a More Robust Client Experience
2025-10-01
Newswire
Zoe Wealth Platform Recognized for Setting a New Standard in The Wealth Management Industry
2025-09-26
Company data provided by crunchbase