About Zoe
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. In addition, former and current operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash are part of the cap table.
Its accolades include Nerdwallet’s 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar’s Fintech Startup of the Year 2019, ThinkAdvisor Luminaries’ 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product.
The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, Principal, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota,
About the Role
Our ideal candidate is passionate about crafting visual experiences that empower teams to communicate, sell, and support more effectively. This person thrives in a fast-paced, collaborative environment and is motivated by helping others succeed. They will work closely with product, marketing, and sales teams to bring Zoe’s value proposition to life through compelling, on-brand designs. While the role is primarily focused on marketing and brand visuals, the designer will also support the product design team to ensure consistency across the platform. With a strong eye for detail and a deep understanding of visual storytelling, they’ll create assets that elevate our brand, engage prospects, and drive growth across the business.
Location:NYC: (Work 5 days a week in Midtown office).
Reports to: VP of Product.
Level: Mid-level.
We’re excited about you because…
- You’re passionate about delivering stunning visual materials.
- You’re a motivated, high-energy self-starter who gets excited about design itself and making an impact.
- You're unabashedly curious, creative, and insanely helpful, with a high level of interest in typographies, colors, icons, and compositions.
- You have a high level of attention to detail and organizational skills.
- You have exceptional interpersonal and communication skills, working with cross-functional teams.
You'll love working at Zoe because we…
- Are a successful, well-funded, fast-growing company with a start-up work vibe.
- Are passionate about our clients and live/breathe the client experience.
- We hire A players. So you will be surrounded by the ‘Navy Seals’ of their craft that will push you to improve.
- Are a technologically and data-driven business.
- Offer competitive salaries and equity.
- Are at the forefront of tech & finance, redefining personal finance.
- Believe in autonomy & take the initiative.
Responsibilities
- Deliver high-quality visual designs across marketing campaigns, digital experiences, brand assets, infographics, presentations, and other materials that support platform growth.
- Collaborate closely with marketing, sales, advisor success, product, and other cross-functional teams to ensure channel consistency and cohesion.
- Translate creative briefs and ideas into compelling, on-brand visual outputs.
- Leverage and evolve our existing design system to maintain visual excellence across platforms.
- Work iteratively in a fast-paced environment—taking feedback, adapting quickly, and striving to improve.
Qualifications
- 3+ years of design experience, preferably in startup or fast-paced environments.
- Strong portfolio showcasing your best visual design work across various formats (web, social, digital ads, presentations, etc.).
- Proficient in tools like Figma and Framer (basic knowledge required; mastery a plus).
- Proficient in Adobe Create Suite (Illustrator, Photoshop, Premiere).
- Deep understanding of typography, color, composition, and layout.
- Exceptional communication and collaboration skills.
- Comfortable balancing creative exploration with brand consistency and execution speed.
Nice to Have
- Basic Fintech knowledge to understand the industry we work in.
- Basic Product Design understanding and knowledge to communicate with the product design team.
- Experience with Design Systems.
Benefits
- Estimated Base Salary Range: $90,000 to $110,000 depending on experience, location, skills, training, certifications, and education.
- Healthcare, Dental & Vision Coverage.
- Commuting & Gym benefits.
- 401(K).
- Opportunity to shape the culture of a fast-growing company as an early team member.
- Annual company offsite in New York City for our Colombia-based team — travel expenses covered!
- Three weeks PTO.
- Breakfast provided on Tuesdays, Lunch provided on Fridays.
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What We Do
Zoe is reinventing the wealth management experience. Our thoughtfully curated network of the best independent, fiduciary, fee-only financial and financial planners includes only the top 5% in the country. No salespeople. No commissions. No unnecessary products. Just what you need.
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