As an Account Executive, you will handle prospecting, conducting demos, negotiating contracts, and maintaining client relationships, focusing on the RIA industry.

The VP of Sales will drive revenue growth across B2C and B2B channels, lead and scale the sales team, manage pipeline and forecasting, and collaborate with other executives to align go-to-market strategies.

As a Product Manager at Zoe, you will enhance the wealth platform by focusing on data visualization and user experience across mobile and web applications. You'll collaborate with various teams to drive feature adoption and improve client and advisor interactions with the platform.