Head of Marketing

Zoe Financial; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading wealth management firm in New York is seeking a Head of Marketing to lead a dynamic team recognized for its innovative campaigns. This role involves managing comprehensive marketing strategies across various channels, driving growth initiatives, and collaborating with a talented team. The ideal candidate will have extensive experience in growth marketing, a strong analytical mindset, and the ability to thrive in a fast-paced environment. Competitive compensation and benefits are offered, including healthcare and flexible time-off.

Benefits

Competitive salary and bonuses

Healthcare, Dental & Vision coverage

Commuting & Gym benefits

401(K) plan

Two weeks PTO

Qualifications

• 7+ years in Growth Marketing with demand generation experience.
• Proficiency with CRM systems and marketing automation tools.
• Experience in finance or tech industries is a plus.

Responsibilities

• Oversee planning, implementing, and managing paid media campaigns.
• Drive marketing initiatives including thought leadership and inbound demand generation.
• Collaborate with teams across locations to support growth.

Skills

Analytical Skills

Problem Solving

Collaboration

Time Management

Education

BS/BA in Marketing or Business

Tools

Salesforce

HubSpot

Microsoft Dynamics

Job description

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. The company’s cap table includes former and current operators from JP Morgan, Blackrock, Charles Schwab, Uber, and DoorDash.

Its accolades include Nerdwallet’s 2022, 2023, and 2024 Best Online Financial Advisor awards, Morningstar’s Fintech Startup of the Year 2019, ThinkAdvisor Luminaries’ 2024 Industry Disruption Firm Award, and the 2025 FinTech Breakthrough Award for Best Wealth Management Product.

The New York-based company boasts a 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 combined with the stability of experienced leadership. Offices are located in New York and Bogota, Colombia.

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

Reports to: CEO

Level: Head

About The Role:

We are hiring a Head of Marketing based in our New York office. This role involves leading an all-star marketing team (recognized as Google Marketing Live’s 2022 Featured Firm) to the next level. Responsibilities include overseeing planning, implementing, managing, and optimizing paid media campaigns across digital channels such as paid search, affiliates, display, and paid social, as well as managing CRM initiatives.

You’re excited about this opportunity because you will...

• Drive impact by setting direction and executing marketing initiatives including owned channels, thought leadership, sponsorships, partnerships, events, PR, product launches, awards, and inbound demand generation.
• Collaborate with a premier team while working with a Bogota-based team for an NYC tech company with a U.S. startup culture.
• Build a cohesive team environment supporting growth, learning, and mutual support.
• Receive competitive compensation with salary, stock options, benefits like private health coverage, flexible time-off, stipends, travel, and a dynamic work environment.

We’re Excited About You Because:

• You seek to accelerate your career growth.
• You enjoy analyzing, optimizing, and reporting results.
• You thrive on challenges and leading growth initiatives.
• You notice outstanding ad campaigns.
• You love data and deriving actionable insights.
• You prefer fast-paced environments and are proactive.
• You demonstrate good judgment, problem-solving skills, responsibility, and integrity.
• You collaborate well across teams and adapt to dynamic environments.
• You have excellent time management and organizational skills, with the ability to prioritize and anticipate issues.

Education and Experience

• BS/BA in Marketing, Business, or equivalent experience.
• +7 years in Growth Marketing, with demand generation experience (e.g., Direct Mail, SEM, Paid Social).
• Proficiency with CRM systems (Salesforce, HubSpot, Microsoft Dynamics) and marketing automation tools.
• Experience with email marketing and campaign management tools.
• Experience working with digital agencies, startups, or related companies.
• Experience in finance or tech industries is a plus.

Benefits:

• Competitive salary and bonuses.
• Healthcare, Dental & Vision coverage.
• Commuting & Gym benefits.
• 401(K) plan.
• Influence company culture as an early team member.

• Two weeks PTO.