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© All Rights Reserved. ApplyBlast.com
Wealth Management Software & Platforms | Modern Solutions for Advisors & Clients
The Account Executive, Consumer Sales at Zoe Financial will connect with prospective clients, understand their financial goals, and match them with suitable fiduciary advisors. The role focuses on delivering a superior client experience through personalized conversations and building trust, while working in a fast‑paced, data‑driven environment in the company's New York office.
Discover Zoe's unified wealth management software and platforms—empowering advisors and clients with modern tools for smarter financial outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wealth Management Software & Platforms | Modern Solutions for Advisors & Clients.
Wealth Management Software & Platforms | Modern Solutions for Advisors & Clients didn’t post a salary, so this is our estimate from similar listings.
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