Account Executive, Advisor Partnerships

Zoe Financial; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking a dynamic Advisor Success Manager to enhance relationships with Registered Investment Advisor partners. This role is pivotal in driving platform adoption and ensuring client success. You will onboard new advisors, educate them on platform capabilities, and facilitate product enhancements. If you are passionate about delivering exceptional client experiences and thrive in a fast-paced environment, this is the perfect opportunity for you. Join a well-funded, rapidly growing company that values autonomy and encourages professional growth.

Benefits

Healthcare, Dental & Vision Coverage

Commuting & Gym Benefits

401(K)

Two Weeks PTO

Competitive Salaries and Equity

Qualifications

• 2+ years of experience in advisor success or customer success in wealth management.
• Strong time management and organizational skills are essential.

Responsibilities

• Guide new RIAs through the onboarding process for seamless platform adoption.
• Build long-term partnerships with C-suite executives and advisors.

Skills

Advisor Relationship Management

Customer Success

Time Management

Interpersonal Skills

Communication Skills

Organizational Skills

Education

Bachelor's Degree

Job description

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.

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, 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 are looking for a dynamic and strategic Advisor Success Manager to join our Wealth Platform B2B team. This role is critical in managing and expanding relationships with our Registered Investment Advisor (RIA) partners, ensuring their success on the platform, and driving platform adoption.

The ideal candidate has experience in advisor relationship management, onboarding, and customer success within the wealth management or fintech space. They should be highly organized, proactive, and capable of building strong relationships with advisors, operations teams, and C-suite executives.

Location: NYC (Work 5 days a week in Midtown office)

Reports to: VP of Sales

Level: Executive

What You’ll Do:

• Own Advisor Onboarding & Engagement – Guide new RIAs through the onboarding process, ensuring a seamless experience from initial signup to full platform adoption.
• Develop Strong Relationships – Work closely with RIAs, building long-term partnerships with C-suite executives, advisors, and operations teams.
• Drive Platform Adoption – Educate advisors on platform capabilities, including direct indexing, fractional trading, and operational efficiencies to help them optimize their business.
• Serve as a Strategic Partner – Act as a trusted resource for advisors, proactively identifying opportunities for them to grow on the platform and maximize their value.
• Facilitate Product & Service Enhancements – Gather feedback from advisors and collaborate with product and operations teams to improve platform features and overall experience.
• Ensure Data Accuracy & Reporting – Maintain accurate account records to track advisor engagement, AUM growth, and key success metrics.
• Travel for Relationship Building – Visit advisory firms 3-5 times per year to strengthen partnerships and drive adoption of the Zoe platform.
  
  

We’re excited about you because…

• You’re passionate about delivering a superior client experience.
• You’re a motivated, high-energy self-starter who gets excited about picking up the phone and making an impact.
• You're unabashedly curious and insanely helpful, with a high level of interest in optimizing processes and procedures.
• You have a high level of attention to detail and organizational skills.
• You have relevant service experience at a financial institution.
• 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 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 and equity.
• Are at the forefront of tech & finance, redefining personal finance.
• Believe in autonomy & take the initiative.

Requirements:

• 2+ years of experience in advisor success, customer success, or relationship management within wealth management, RIA firms, or fintech.
• Bachelor's degree.
• Ability to thrive in a fast-paced, dynamic environment with evolving priorities.
• Strong time management skills with the ability to meet deadlines while maintaining quality.
• Self-motivated with a collaborative mindset.
• Adaptability to new technologies and workflows.
• Willingness to travel 3-5 times per year to meet with advisory firms.
• Must work in-person 5 days a week at Zoe’s Midtown Manhattan office, alongside the 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