Zoe Financial
About Zoe
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, ThinkAdvisor Luminaries’ 2024 Industry Disruption Firm Award, and 2025 FinTech 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, 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.
About the Role We’re looking for a Product Manager who can turn strangers into qualified clients. This role owns the consumer funnel from the first touchpoint to the moment someone meets an advisor. You’ll focus on the website, landing pages, forms, mouse traps, advisor profiles, and everything that helps people understand Zoe and move through the journey with confidence. Your work should make it easier for people to choose us and easier for advisors to receive high-intent clients.
Location:
NYC (Work 5 days a week in Midtown office)
Reports to:
VP of Product
Level:
Semi-Senior
What You’ll Own
End-to-end consumer funnel: website flows, form experiences, landing pages, and advisor profile pages
A steady pipeline of experiments to improve conversion, reduce drop-off, and sharpen messaging
Data foundations to understand where users get stuck and how to unblock them
Partnerships with marketing, design, and engineering to ship fast, measured improvements
White-label versions of our funnel for advisor firms that want their own branded experience
Clear reporting and insights so the team always knows what’s working and what isn’t
What Success Looks Like
Higher conversion at every stage of the funnel
Faster time from lead to advisor introduction
Unlock new experiences and mouse traps that drive new user acquisition
A clear understanding of what drives user intent and what slows them down
A testing rhythm that produces reliable, repeatable growth
Who You Are
You think in experiments, not opinions
You can break a problem into the smallest possible test
You’re fluent in funnel metrics and know how to analyze them
You’re comfortable jumping between UX, copy, analytics, and systems
You work fast, keep things simple, and don’t get precious about ideas
You enjoy partnering closely with marketing and aren’t afraid to challenge assumptions
You'll love working at Zoe because we…
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
are at the forefront of tech & finance, redefining personal finance.
believe in autonomy & take the initiative.
Requirements
Experience owning a consumer or self‑serve funnel
Strong analytical skills, including the ability to dig into SQL
Comfort running A/B tests and interpreting results
A good eye for clean, clear user experiences
Experience working with marketing teams and data tools
Ability to write crisp product requirements and insights
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
Compensation includes a competitive base salary and bonuses.
Healthcare, Dental & Vision Coverage
Commuting & Gym benefits
401(K)
As an early member of our team, you’ll have a rare opportunity to influence the culture of a fast‑growing company.
Two weeks PTO
#J-18808-Ljbffr
Its accolades include Nerdwallet’s 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar’s Fintech Startup of the Year 2019, ThinkAdvisor Luminaries’ 2024 Industry Disruption Firm Award, and 2025 FinTech 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, 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.
About the Role We’re looking for a Product Manager who can turn strangers into qualified clients. This role owns the consumer funnel from the first touchpoint to the moment someone meets an advisor. You’ll focus on the website, landing pages, forms, mouse traps, advisor profiles, and everything that helps people understand Zoe and move through the journey with confidence. Your work should make it easier for people to choose us and easier for advisors to receive high-intent clients.
Location:
NYC (Work 5 days a week in Midtown office)
Reports to:
VP of Product
Level:
Semi-Senior
What You’ll Own
End-to-end consumer funnel: website flows, form experiences, landing pages, and advisor profile pages
A steady pipeline of experiments to improve conversion, reduce drop-off, and sharpen messaging
Data foundations to understand where users get stuck and how to unblock them
Partnerships with marketing, design, and engineering to ship fast, measured improvements
White-label versions of our funnel for advisor firms that want their own branded experience
Clear reporting and insights so the team always knows what’s working and what isn’t
What Success Looks Like
Higher conversion at every stage of the funnel
Faster time from lead to advisor introduction
Unlock new experiences and mouse traps that drive new user acquisition
A clear understanding of what drives user intent and what slows them down
A testing rhythm that produces reliable, repeatable growth
Who You Are
You think in experiments, not opinions
You can break a problem into the smallest possible test
You’re fluent in funnel metrics and know how to analyze them
You’re comfortable jumping between UX, copy, analytics, and systems
You work fast, keep things simple, and don’t get precious about ideas
You enjoy partnering closely with marketing and aren’t afraid to challenge assumptions
You'll love working at Zoe because we…
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
are at the forefront of tech & finance, redefining personal finance.
believe in autonomy & take the initiative.
Requirements
Experience owning a consumer or self‑serve funnel
Strong analytical skills, including the ability to dig into SQL
Comfort running A/B tests and interpreting results
A good eye for clean, clear user experiences
Experience working with marketing teams and data tools
Ability to write crisp product requirements and insights
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
Compensation includes a competitive base salary and bonuses.
Healthcare, Dental & Vision Coverage
Commuting & Gym benefits
401(K)
As an early member of our team, you’ll have a rare opportunity to influence the culture of a fast‑growing company.
Two weeks PTO
#J-18808-Ljbffr