VP of Sales. jobs in United States
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Zoe Financial · 2 months ago

VP of Sales.

positionNY, US
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$340K/yr - $420K/yr
date10+ years exp

Zoe Financial is an end-to-end wealth platform that helps clients grow and protect their wealth. They are seeking a VP of Sales to lead revenue growth across both B2C and B2B business lines, managing a team that will expand significantly within a year.

Financial ServicesFinTechSoftwareWealth Management
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Growth Opportunities

Responsibilities

Set direction and own execution for all sales initiatives across Marketplace and Platform, including pipeline management, forecasting, and sales operations
Architect and scale Zoe’s sales organization—building processes, compensation structures, and enablement programs that drive predictable growth
Recruit, develop, and lead high-performing business-development, consumer-sales, and account-management teams
Partner closely with the VP of Marketing to ensure pipeline creation and lead quality align with revenue targets
Implement data-driven frameworks, CRM discipline, and dashboards that turn insights into measurable results
Work closely with the CEO, VP of Product, VP of Marketing, VP of Finance and Head of Bus Ops to align GTM strategy, pricing, and client experience
Set the tone for urgency, ownership, and accountability across the revenue org

Qualification

Sales leadershipRevenue growth strategyGTM strategyWealth management experienceData-driven decision makingCoaching skillsTeam buildingCross-functional collaboration

Required

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

Benefits

Healthcare, Dental & Vision Coverage.
Commuting & Gym benefits.
401(K).
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.

Company

Zoe Financial

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Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.
dateFounded in 2018
location
New York, New York, USA
people-size11-50 employees
web-link
https://zoefinancial.com

Funding

Current Stage
Growth Stage
Total Funding
$45.9M
Key Investors
Sageview CapitalOpen Opportunity Fund
2025-04-29Series B· $29.6M
2022-05-24Series Unknown
2021-05-18Series A· $10M

Leadership Team

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Andres Garcia-Amaya, CFA
Founder & CEO
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Recent News

Newswire
Zoe Financial Partners With AdvizorPro to Accelerate RIA Growth Nationwide
2025-10-17
Newswire
Zoe Wealth Platform Integrates eMoney Data Feed, Empowering Advisors to Deliver a More Robust Client Experience
2025-10-01
Newswire
Zoe Wealth Platform Recognized for Setting a New Standard in The Wealth Management Industry
2025-09-26
Company data provided by crunchbase