What are the responsibilities and job description for the Advisor Success Manager position at Zoe Financial?
Advisor Success Role
About Zoe
Zoe is a leading wealth platform that helps individuals grow and protect their wealth through innovative technology and exceptional client service. Backed by the Opportunity Fund and industry leaders from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash, Zoe has been recognized as one of Fast Company’s 2022 Most Innovative Companies and NerdWallet’s Best Online Financial Advisor in 2022, 2023, and 2024.
Zoe offers the energy of a fast-growing company with the stability of an experienced leadership team. Headquartered in New York City, with an office in Bogotá, Colombia, Zoe is redefining the future of wealth management.
About the Role
We are looking for a dynamic and strategic Advisor Success Manager to join our Wealth Platform B2B team. This role is critical in managing and expanding relationships with our Registered Investment Advisor (RIA) partners, ensuring their success on the platform, and driving platform adoption.
The ideal candidate has experience in advisor relationship management, onboarding, and customer success within the wealth management or fintech space. They should be highly organized, proactive, and capable of building strong relationships with advisors, operations teams, and C-suite executives.
What You’ll Do:
- Own Advisor Onboarding & Engagement – Guide new RIAs through the onboarding process, ensuring a seamless experience from initial signup to full platform adoption.
- Develop Strong Relationships – Work closely with RIAs, building long-term partnerships with C-suite executives, advisors, and operations teams.
- Drive Platform Adoption – Educate advisors on platform capabilities, including direct indexing, fractional trading, and operational efficiencies to help them optimize their business.
- Serve as a Strategic Partner – Act as a trusted resource for advisors, proactively identifying opportunities for them to grow on the platform and maximize their value.
- Facilitate Product & Service Enhancements – Gather feedback from advisors and collaborate with product and operations teams to improve platform features and overall experience.
- Ensure Data Accuracy & Reporting – Maintain accurate account records to track advisor engagement, AUM growth, and key success metrics.
- Travel for Relationship Building – Visit advisory firms 3-5 times per year to strengthen partnerships and drive adoption of the Zoe platform.
What We’re Looking For:
- Passion for delivering an exceptional advisor experience.
- A proactive, high-energy self-starter who enjoys engaging with advisors and making an impact.
- Strong curiosity and problem-solving skills, with a keen eye for optimizing processes.
- High attention to detail and organizational skills to manage multiple accounts effectively.
- Previous experience in advisor success, relationship management, or customer success within a financial institution, RIA, or wealth tech company.
- Excellent verbal and written communication skills, with the ability to work cross-functionally.
- Strong understanding of the wealth management industry, RIA business models, and technology platforms.
Why You’ll Love Working at Zoe:
- Be part of a well-funded, fast-growing company that is reshaping the wealth management industry.
- Work alongside a passionate team that prioritizes innovation and client success.
- Competitive salary, performance-based bonuses, and stock options.
- Career growth opportunities, mentorship, and the ability to shape a growing team.
- Healthcare, dental, and vision coverage.
- Commuting and gym benefits.
- 401(k) plan.
- Two weeks PTO.
Requirements:
- 2 years of experience in advisor success, customer success, or relationship management within wealth management, RIA firms, or fintech.
- Bachelor's degree.
- Ability to thrive in a fast-paced, dynamic environment with evolving priorities.
- Strong time management skills with the ability to meet deadlines while maintaining quality.
- Self-motivated with a collaborative mindset.
- Adaptability to new technologies and workflows.
- Willingness to travel 3-5 times per year to meet with advisory firms.
- Must work in-person 5 days a week at Zoe’s Midtown Manhattan office, alongside the leadership team.
