Wealth Management Software & Platforms | Modern Solutions for Advisors & Clients
The Account Executive on Zoe's Platform Growth team will prospect and sell the Zoe Wealth Platform to target RIA firms, managing the full sales cycle from pipeline generation and demos to contract negotiation and closing, with strong hand‑offs to account management. This hunter role is based in New York, working five days a week in the Midtown office and reports to the VP of Sales.
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.
13% above the average for this role