Account Executive, Wealth Platform

Zoe Financial; New York (NY); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Healthcare, Dental & Vision Coverage

Commuting & Gym benefits

401(K)

3 weeks PTO

Breakfast provided on Tuesdays, Lunch provided on Fridays

Job summary

Zoe Financial is looking for an Account Executive to join the Platform Growth team. This role involves outbound prospecting to enroll RIAs in the Zoe Referral Program and promote the Zoe Wealth Platform.

The position requires 2-5 years in sales and a Bachelor’s degree, offering a competitive salary range between $80,000 to $95,000 plus OTE. The role includes generating leads, conducting demos, and handling contract negotiations.

Employees enjoy benefits such as healthcare coverage, PTO, and the opportunity to shape a growing company culture.

Qualifications

• 2-5 years of experience in sales.
• Strong understanding of the RIA industry landscape.
• Ability to manage time effectively.

Responsibilities

• Generate outbound pipeline of prospective RIAs.
• Conduct demos and negotiate contracts with new RIAs.

Skills

Client experience delivery

High-energy self-starter

Detail-oriented

Interpersonal skills

Effective communication

Education

Bachelor’s Degree

Job description

About the Role

As an Account Executive on the Platform Growth team here at Zoe Financial, your primary responsibility will be to outbound prospect our target ICP firm to join the Zoe Referral Program and adopt the Zoe Wealth Platform as part of their tech stack. This is a hunter sales role, full cycle, building pipeline, conducting demos, and handling contract negotiations and closing with strong hand offs to our account management team.

By joining Zoe, you’ll play a crucial role in spearheading our new business efforts, helping RIAs serve their clients more efficiently and deliver their clients more value, while working with a company that truly puts integrity and the consumer first.

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

Reports to: VP of Sales

Level: Executive

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 builds and making an impact.
• You’re unabashedly curious and insanely helpful, with a high level of interest in optimizing features, processes, and procedures.
• You have a high level of attention to detail and organizational skills.
• You have exceptional interpersonal and communication skills, working with cross-functional teams.

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.

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.

Requirements

• 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

• Estimated Base Salary Range: $80,000 to $95,000 and $125,000 to $150,000 OTE, depending on experience, skills, training, certifications, and education.
• 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.
• 3 weeks PTO
• Breakfast provided on Tuesdays, Lunch provided on Fridays