About The Firm
Zoe is a wealth platform that helps consumers find, hire, and grow their wealth through innovative technology and exceptional client service. Zoe is backed by $24M from SoftBank and Top Operators at Blackrock, Charles Schwab, Uber, and Doordash. Its accolades include FastCo's 2022 Most Innovative Personal Finance Companies, Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, and Morningstar's Fintech Startup of the Year 2019. The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merril Lynch, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and advisory board. We have offices in New York and Bogota, Colombia.
About The Role
We are hiring a Head of Marketing based in our New York office. In this role, you will lead an all-star Marketing team (Google Marketing Live's 2022 Featured Firm) and grow the firm to the next level. The role is expected to hone and champion the Zoe Brand. It involves overseeing planning, managing, and optimizing paid media campaigns across multiple digital performance channels (including but not limited to paid search, display, and paid social) while identifying, building, and managing strategic growth partnerships with relevant industry publishers. This role oversees the execution and tracking of CRM initiatives on Hubspot, including but not limited to weekly newsletters, email campaigns, and workflows.
This role is also responsible for creating a cohesive content strategy and overseeing the creation of relevant industry-leading content and sales-enablement materials for client- and advisor-facing audiences. In this role, you will also be expected to manage internal stakeholders and work cross-functionally with leaders from the Sales, Product, and Business Development functions to drive impact. This role is responsible for crafting Press releases, performing media pitches, managing Press inquiries, and coordinating with Media partners. As Head of Marketing, you are also expected to perform market research; staying abreast of industry trends, best practices, and emerging marketing technologies, and recommend innovative approaches to enhance our competitive advantage. Finally, we expect this role to dig into the data to understand and double-click on what is fueling the growth of the business.
You're excited about this opportunity because you will...
● Drive impact. Set direction and own execution for marketing initiatives, including our owned channels, global and regional thought leadership, sponsorships, partnerships, events, PR opportunities, work launches, award submissions, and inbound demand generation activities.
● Build like a teammate. We run a tight ship. We support each other, learn from each other, and encourage each other to grow.
● Receive rewarding incentives. You will be compensated with a highly competitive full-time salary and stock options. Benefits include private health coverage, flexible time-off, non-taxable compensation stipends, travel, and a diverse and motivating work environment.
We're Excited About You Because:
● You're looking to accelerate your career growth.
● You get a kick from analyzing, optimizing, and reporting results.
● You thrive on challenges and enjoy leading business growth goals.
● You make a mental note when you see an outstanding ad campaign.
● You love data and drawing actionable insights from it.
● You like things to move quickly and are proactive in making them happen.
● You have good judgment; you are a problem solver, take responsibility, and demonstrate personal integrity.
● You naturally collaborate well with others across the organization and thrive in a dynamic, fast-paced, and highly fluid environment.
● You have excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential issues.
Education and Experience
● BS/BA in Marketing, Business, or equivalent work experience.
● +7 years of experience in Growth Marketing, preferably with demand generation or growth experience
● Ability to work freely in a startup environment and cross-functionally influence management, align stakeholders and execute quickly with business partners.
● Experience in working with CRM systems (e.g., Salesforce, HubSpot, Microsoft Dynamics) and marketing automation tools.
● Experience in financial industry market research
● Experience with partnership development and management - willing to travel
● Experience in lead generation through organic, affiliate, inbound, and digital marketing
● Knowledgeable about marketing funnels, lead scoring, lead profiling, and other methods of the lead qualification process
● Exceptional attention to detail and project management skills
● Previous experience working with digital agencies, startups, or related companies.
● Prior Experience in the finance or tech industries is a plus.