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.

Own Zoe's social media channels and email marketing (HubSpot). Manage content calendar and agencies, engage daily with the community, run experiments, analyze performance, and optimize campaigns to grow audience and improve conversions.