ABOUT THE FIRM
Zoe is an NYC based start-up set to reinvent wealth management. The firm has a strong leadership team with over 15 years of industry experience at firms like Morgan Stanley, JP Morgan Stanley and Learnvest. Zoe is funded by THE top executives at the largest investment firms in the world and has received accolades such as the 2019 Morningstar Fintech Startup of the Year award for its innovation and execution.
So what does Zoe do? We are solving a problem that exists for anyone that makes over $100,000; what should I do with my money and how do I find someone I can trust to guide me? We understand that finding trusted financial advice is difficult. Most advisors grew up in an era where the role was essential to sell financial products rather than provide personalized advice. This is why we reject ~95% of the advisors that apply to our network. Since advisors in our network operate independently and do not get paid based on commissions, they are not tied to a bank or biased towards any investment or insurance product. They are held to the highest standards of care & are required to act in the best interests of their clients at all times.
ABOUT THE ROLE
We're looking for a motivated, self-starter who gets excited about picking up the phone. You enjoy a fast-paced environment and feel most confident when there are numbers to measure and improve your efforts. We are looking for a customer success manager that will focus on prospecting from our inbound marketing leads.
RESPONSIBILITIES:
Responsible for building, maintaining and qualifying leads through the sales pipeline.
WE'RE EXCITED ABOUT YOU BECAUSE...
YOU'LL LOVE WORKING AT ZOE BECAUSE WE...
By joining Zoe, you'll become part of a forward-thinking company that is transforming how wealth management is done at scale. We offer the excitement of a rapidly growing company with the stability of a seasoned leadership team and advisory board.
REQUIREMENTS: