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Lead portfolio construction and analytics for Zoe’s multi-custodial TAMP. Responsibilities include managing the model marketplace, conducting investment due diligence and governance, building custom portfolios, analyzing tax-aware transitions, supporting advisor sales conversations, and creating reusable investment analytics. The role partners with trading operations, product, compliance, and sales, serves as the investment expert for RIAs, and initially operates as a senior individual contributor with potential to build a team.

Own Zoe’s social media presence and email marketing across major platforms. Manage content calendars, agencies, community engagement, newsletters, HubSpot campaigns, testing, segmentation, performance reporting, and optimization. The role requires strong writing, brand-voice judgment, data interpretation, initiative, and a track record of growing audiences or improving campaign results.

The Account Executive will connect with potential clients, understand their financial goals, and match them with appropriate advisors. Responsibilities include conducting personalized conversations to assess client needs and ensure they understand fiduciary advisor benefits.

The Account Executive will generate outbound sales pipeline, conduct demonstrations of the Zoe Wealth Platform, negotiate contracts, and onboard new clients.