Customer Success Manager

Zoe Financial Inc.; New York (NY); On-site; USD 80,000 - 223,000; Full time

Job summary

An innovative firm is seeking a motivated Customer Success Manager to enhance client onboarding and support financial advisors. This role involves ensuring a seamless account opening process, troubleshooting funding issues, and fostering strong relationships with clients. Join a rapidly growing company that values exceptional client experiences and offers competitive salaries, equity, and a dynamic work environment. If you thrive in fast-paced settings and have a passion for finance, this opportunity is perfect for you!

Benefits

Commuting Benefits

Gym Benefits

Equity Options

Qualifications

• 4 years of experience in a client success function.
• Strong understanding of investment products and financial markets.

Responsibilities

• Facilitate account opening and ensure a smooth onboarding experience.
• Act as the primary contact for financial advisors and clients.

Skills

Client Success Management

Communication Skills

Organizational Skills

Investment Products Knowledge

Problem Solving

Education

Bachelor’s Degree

Job description

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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, 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

The Zoe Wealth Platform matches pre-qualified prospective clients with Financial Advisors, and streamlines the process of client onboarding, account opening, and ongoing investment management all in one platform. As a foundational Client Success Manager on our Wealth Platform team, you’ll be responsible for…

Working directly with financial advisors and their clients to facilitate the account opening process, ensuring a smooth and efficient onboarding experience.

Assisting clients through all steps of the account funding process, troubleshooting any issues related to funding accounts, and liaising with relevant departments for issue resolution.

Acting as the primary point of contact for assigned financial advisors and firms, establishing trust and rapport through proactive communication and support.

Being a steward of client and advisor feedback to inform meaningful change to our product and business priorities. Driving results and contributing to the development of a and scalable client success team.

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

Reports to: VP of Product

Level: Manager

We’re excited about you because…

• 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

• 4 years of experience in a client success function.
• Bachelor’s Degree.
• Strong understanding of investment products, financial markets, and account management processes.
• 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.

Nice to Have

• Series 7 and Series 63 License
• Compensation includes a competitive base salary.
• Commuting & Gym benefits.
• As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development

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