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Head of Marketing

Zoe FinancialNew York, NY
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Job Description

About The Firm

 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, 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, Colombia.

Location: NYC (Work 5 days a week in Midtown office)

Reports to: CEO

Level: Head


About The Role:
We are hiring a Head of Marketing based in our New York office. In this role, you will be critical in leading an all-star Marketing team (Google Marketing Live's 2022 Featured Firm) to the next level. The role involves overseeing planning, implementing, managing, and optimizing paid media campaigns across multiple digital performance channels (including but not limited to paid search, aliates, display, and paid social) while overseeing the execution and tracking of CRM initiatives.


You're excited about this opportunity because you will...

● Drive impact. Set direction and own execution for marketing initiatives, including our owned channels, global and regional thought leadership, sponsorships, partnerships, events, PR opportunities, work launches, award submissions, and inbound demand generation activities.
● Have the best of both worlds. You will be able to learn from a premier team while working with a Bogota-based team for an NYC tech company with U.S. startup culture and talent (aka learning from the very best).
● Build like a teammate. We run a tight ship. We support each other, learn from each other, and encourage each other to grow.
● Receive rewarding incentives. You will be compensated with a highly competitive full-time salary and stock options. Benefits include private health coverage, flexible time-off, non-taxable compensation stipends, travel, and a diverse and motivating work environment.

We're Excited About You Because:

● You're looking to accelerate your career growth.
● You get a kick from analyzing, optimizing, and reporting results.
● You thrive on challenges and enjoy leading business growth goals.
● You make a mental note when you see an outstanding ad campaign.
● You love data and drawing actionable insights from it.
● You like things to move quickly and are proactive in making them happen.
● You have good judgment; you are a problem solver, take responsibility, and demonstrate personal integrity.
● You have a natural ability to collaborate well with others across the organization and thrive in a dynamic, fast-paced, and highly fluid environment.
● You have excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential issues.

Education and Experience

● BS/BA in Marketing, Business, or equivalent work experience.
● +7 years of experience in Growth Marketing, preferably with demand generation experience(i.e Direct Mail, SEM, Paid Social)
● Proficiency in working with CRM systems (e.g., Salesforce, HubSpot, Microsoft Dynamics) and marketing automation tools.
● Familiarity with email marketing and campaign management tools.
● Previous experience working with digital agencies, startups, or related companies.
● Prior Experience in the finance or tech industries is a plus.

Benefits:

  • Compensation includes a competitive base salary and bonuses.
  • Healthcare, Dental & Vision Coverage
  • Commuting & Gym benefits 
  • 401(K)
  • As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing compan
  • Two weeks PTO