Client Success Manager

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, Principal, 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.

Reports to: VP of Product

Level: Manager

About the Role

The Zoe Wealth Platform enables RIAs to provide a better client experience by streamlining the process of hiring an advisor, client onboarding, and ongoing investment management all in one platform. As a foundational Client Success Manager on our Wealth Platform team, you'll be responsible for:

• Managing the logistics of new client onboarding by working directly with financial advisors and their clients to ensure all required steps are completed.
• Handling all aspects of account funding, including tracking transfers, resolving money movement issues, and escalating to internal teams when needed.
• Serving as the go-to support contact for a book of advisors and firms – answering questions, providing updates, and managing operational tasks on their behalf.
• Supporting Relationship Managers by executing backend tasks that keep the client experience moving without friction.
• Providing feedback from clients and advisors to help improve internal workflows and product features, creating meaningful change to our product and business priorities.
• Helping build scalable internal processes and best practices as the Client Success function continues to grow.
  

We're Excited About You Because You…

• Are passionate about delivering outstanding client service.
• Are driven, solutions-oriented, and always ready to go the extra mile to get results.
• Have strong attention to detail and organizational skills, especially in fast-paced environments.
• Are naturally curious and always looking for ways to improve systems and workflows.
• Bring experience in client-facing roles at financial institutions or fintechs.
• Communicate clearly and professionally, both in writing and in conversation.
• Enjoy collaborating with cross-functional teams to drive results.

Why You'll Love Working at Zoe

• We're a well-funded, mission-driven startup with rapid growth and real impact.
• We're obsessed with the client experience and helping people get things done.
• We offer a data-driven, tech-enabled culture that encourages innovation and ownership.
• We offer competitive salaries, comp and bonus packages, as well as equity.
• We offer career progression, mentorship, and growth opportunities.
• We're redefining what personal finance can look like.
• We value autonomy & motivation to take initiative.

Requirements

• Bachelor's degree.
• 2+ years of experience in a client success, advisor support, or operations role at a financial institution or fintech.
• Ability to thrive in a fast-changing, client-first environment.
• Strong time management and ability to prioritize without sacrificing quality.
• Team player with a self-starter attitude and eagerness to learn.
• Flexibility in adapting to new technologies and environments.
• Wants to work onsite in our NYC office 5 days a week from 9 am to 6 pm.

Nice to Have

• FINRA Series 7.
• Strong understanding of investment products, financial markets, and account management workflows.

Benefits

• Estimated Base Salary Range: $80,000 to $100,000 depending on experience, location, skills, training, certifications, and education.
• Healthcare, Dental & Vision Coverage.
• Commuting & Gym benefits.
• 401(K).
• Opportunity to shape the culture of a fast-growing company as an early team member.
• Annual company offsite in New York City for our Colombia-based team — travel expenses covered!
• Three weeks PTO.
• Breakfast provided on Tuesdays, Lunch provided on Fridays.

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