Head of Marketing - Zoe Financial : Job Details

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. 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 lead an all-star Marketing team (Google Marketing Live's 2022 Featured Firm) to the next level. Your responsibilities include overseeing planning, implementing, managing, and optimizing paid media campaigns across multiple digital channels (such as paid search, affiliates, display, and paid social), as well as managing CRM initiatives.

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

• Drive impact by setting direction and executing marketing initiatives across owned channels, thought leadership, sponsorships, partnerships, events, PR, work launches, award submissions, and inbound demand generation.
• Collaborate with a talented team while working with a Bogota-based team for an NYC tech company, combining U.S. startup culture with international talent.
• Build a supportive team environment, encouraging growth and learning.
• Receive competitive compensation, including salary, stock options, private health coverage, flexible time off, stipends, travel benefits, and a diverse work environment.

We're excited about you because...

• You seek to accelerate your career growth.
• You enjoy analyzing, optimizing, and reporting results.
• You thrive on challenges and leading growth initiatives.
• You notice outstanding ad campaigns.
• You love data and deriving actionable insights.
• You prefer a fast-paced environment and are proactive.
• You demonstrate good judgment, responsibility, and integrity.
• You collaborate well across teams and adapt to dynamic environments.
• You have excellent time management and organizational skills.

Education and Experience

• BS/BA in Marketing, Business, or equivalent experience.
• Over 7 years in Growth Marketing, with demand generation experience (e.g., SEM, Paid Social).
• Proficiency with CRM and marketing automation tools (e.g., Salesforce, HubSpot).
• Experience with email marketing and campaign management.
• Experience working with digital agencies, startups, or related fields.
• Experience in finance or tech industries is a plus.

Benefits:

• Competitive salary and bonuses.
• Healthcare, Dental & Vision coverage.
• Commuting and gym benefits.
• 401(k) plan.
• Opportunity to influence company culture as an early team member.
• Two weeks PTO.