Vice President of Sales

Vice President of Sales

Join Zoe Financial, 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, Black Rock, Charles Schwab, Uber, and Door Dash are currently part of the cap table.

Accolades include Nerdwallet’s 2022–2024 Best Online Financial Advisor, Morningstar’s Fintech Startup of the Year 2019, Think Advisor Luminaries’ 2024 Industry Disruption Firm Award, and the 2025 Fin Tech Breakthrough Award for Best Wealth Management Product. The New York‑based company boasts a leadership team with over 20 years of industry experience at firms such as Morgan Stanley, JPMorgan, Merrill Lynch, Principal, and Learnvest.

With offices in New York and Bogotá, Colombia, Zoe offers the excitement of a rapidly growing company with the stability of a tenured leadership team and board.

We are hiring a VP of Sales based in our New York City office. In this role, you’ll own revenue growth across both B2C and B2B business lines, leading the consumer sales funnel and the advisor‑facing sales and account management teams that expand adoption of the Zoe Platform. You’ll lead, build, and scale a +10‑person team today into a 20+‑person organization within a year.

This role requires a strategic, data‑driven sales leader who has scaled multi‑motion organizations in the 8‑figure ARR range and can balance short‑term execution with long‑term system building.

• Drive impact: set direction and own execution for all sales initiatives across Marketplace and Platform, including pipeline management, forecasting, and sales operations.
• Scale the flywheel: architect and scale Zoe’s sales organization—building processes, compensation structures, and enablement programs that drive predictable growth.
• Build and coach teams: recruit, develop, and lead high‑performing business‑development, consumer‑sales, and account‑management teams.
• Drive adoption and expansion: partner closely with the VP of Marketing to ensure pipeline creation and lead quality align with revenue targets.
• Create leverage through systems: implement data‑driven frameworks, CRM discipline, and dashboards that turn insights into measurable results.
• Collaborate cross‑functionally: work closely with the CEO, VP of Product, VP of Marketing, VP of Finance and Head of Business Operations to align GTM strategy, pricing, and client experience.
• Model leadership: set the tone for urgency, ownership, and accountability across the revenue organization.

• You are a strong coach and culture builder who elevates standards while retaining urgency and ownership.
• You’re a systems thinker who scales revenue through structure, not heroics.
• You’ve built or scaled sales organizations in high‑growth, multi‑product environments.
• You thrive at the intersection of strategy and execution, driving clarity across complex GTM motions.

• 10–15 years of experience selling to RIAs or wealth‑management firms—ideally from fintech, investment management, custody, or digital‑asset platforms.
• Proven track record of scaling 8‑figure revenues leading multiple sales teams.
• Deep experience managing multiple GTM motions.
• Analytical; fluent in CAC/LTV, sales efficiency, and pipeline velocity.

• Estimated OTE Range: $340,000–$420,000 (Base + Bonus + equity), depending on experience, skills, training, certifications, and education.
• Healthcare, Dental & Vision Coverage.
• Commuting & Transportation benefits.
• 401(k) plan.
• Opportunity to shape the culture of a fast‑growing company as an early team member.
• 20 days PTO.
• Breakfast provided on Tuesdays; lunch provided on Fridays.

New York, NY (Midtown office). Work 5 days a week. Remote is not available for this role.

CEO.

Director

Full‑time