Zoe Financial
About The Firm
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.
The New York-based company has 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.
Location:
NYC (Work 5 days a week in a Midtown office).
Reports to:
CEO.
Level:
VP.
About The Role We are hiring a VP of Sales based in our New York City office. In this role, you’ll own revenue growth across both B2C and B2B business lines. Leading the consumer sales funnel and the advisor-facing sales and account management teams that expand adoption of the Zoe Platform. You’ll lead, build, and scale a +10-person team today into a 20+ person org within a year.
This role requires a strategic, data-driven sales leader who has scaled multi-motion organizations in the 8th figures in ARR. Someone who can balance short term execution with long term systems building.
You’re excited about this opportunity because you will...
Drive impact.
Set direction and own execution for all sales initiatives across Marketplace and Platform, including pipeline management, forecasting, and sales operations.
Scale the flywheel.
Architect and scale Zoe’s sales organization—building processes, compensation structures, and enablement programs that drive predictable growth.
Build and coach teams.
Recruit, develop, and lead high-performing business-development, consumer-sales, and account-management teams.
Drive adoption and expansion.
Partner closely with the VP of Marketing to ensure pipeline creation and lead quality align with revenue targets.
Create leverage through systems.
Implement data-driven frameworks, CRM discipline, and dashboards that turn insights into measurable results.
Collaborate cross-functionally.
Work closely with the CEO, VP of Product, VP of Marketing, VP of Finance and Head of Bus Ops to align GTM strategy, pricing, and client experience.
Model leadership.
Set the tone for urgency, ownership, and accountability across the revenue org.
We’re Excited About You Because:
You are a strong coach and culture builder. You elevate standards while retaining urgency and ownership.
You’re a systems thinker who scales revenue through structure, not heroics.
You’ve
built or scaled
sales organizations in high-growth, multi-product environments.
You thrive at the intersection of
strategy and execution , driving clarity across complex GTM motions.
Qualifications:
10-15 years of experience selling to
RIAs or wealth management firms
— ideally from fintech, investment management, custody, or digital asset platforms.
Proven track record of scaling 8 figure revenues leading multiple sales teams
Deep experience managing multiple GTM motions
Analytical, fluent in CAC/LTV, sales efficiency, and pipeline velocity
Benefits:
Estimated OTE Range: $340,000 to $420,000 (Base + Bonus + equity), depending on experience, skills, training, certifications, and education.
Healthcare, Dental & Vision Coverage.
Commuting & Gym benefits.
401(K).
Opportunity to shape the culture of a fast-growing company as an early team member.
20 days PTO.
Breakfast provided on Tuesdays, Lunch provided on Fridays.
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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.
The New York-based company has 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.
Location:
NYC (Work 5 days a week in a Midtown office).
Reports to:
CEO.
Level:
VP.
About The Role We are hiring a VP of Sales based in our New York City office. In this role, you’ll own revenue growth across both B2C and B2B business lines. Leading the consumer sales funnel and the advisor-facing sales and account management teams that expand adoption of the Zoe Platform. You’ll lead, build, and scale a +10-person team today into a 20+ person org within a year.
This role requires a strategic, data-driven sales leader who has scaled multi-motion organizations in the 8th figures in ARR. Someone who can balance short term execution with long term systems building.
You’re excited about this opportunity because you will...
Drive impact.
Set direction and own execution for all sales initiatives across Marketplace and Platform, including pipeline management, forecasting, and sales operations.
Scale the flywheel.
Architect and scale Zoe’s sales organization—building processes, compensation structures, and enablement programs that drive predictable growth.
Build and coach teams.
Recruit, develop, and lead high-performing business-development, consumer-sales, and account-management teams.
Drive adoption and expansion.
Partner closely with the VP of Marketing to ensure pipeline creation and lead quality align with revenue targets.
Create leverage through systems.
Implement data-driven frameworks, CRM discipline, and dashboards that turn insights into measurable results.
Collaborate cross-functionally.
Work closely with the CEO, VP of Product, VP of Marketing, VP of Finance and Head of Bus Ops to align GTM strategy, pricing, and client experience.
Model leadership.
Set the tone for urgency, ownership, and accountability across the revenue org.
We’re Excited About You Because:
You are a strong coach and culture builder. You elevate standards while retaining urgency and ownership.
You’re a systems thinker who scales revenue through structure, not heroics.
You’ve
built or scaled
sales organizations in high-growth, multi-product environments.
You thrive at the intersection of
strategy and execution , driving clarity across complex GTM motions.
Qualifications:
10-15 years of experience selling to
RIAs or wealth management firms
— ideally from fintech, investment management, custody, or digital asset platforms.
Proven track record of scaling 8 figure revenues leading multiple sales teams
Deep experience managing multiple GTM motions
Analytical, fluent in CAC/LTV, sales efficiency, and pipeline velocity
Benefits:
Estimated OTE Range: $340,000 to $420,000 (Base + Bonus + equity), depending on experience, skills, training, certifications, and education.
Healthcare, Dental & Vision Coverage.
Commuting & Gym benefits.
401(K).
Opportunity to shape the culture of a fast-growing company as an early team member.
20 days PTO.
Breakfast provided on Tuesdays, Lunch provided on Fridays.
#J-18808-Ljbffr