Job Description

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, 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.

About the Role

We're looking for a strategic and hands-on Head of Finance to report directly to the CEO and join our leadership team. This person will build and lead our finance function as we scale. 

You will: 

• Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate GAAP standards
• Manage cash flow and forecasting; direct financial accounting.
• Monitor and participate on the implementation of strategic business plans
• Manage relationships with investors and stakeholders.
• Prepare and present financial reports to the board of directors and external stakeholders.
• Where necessary, lead fundraising initiatives, including equity and debt financing.

Location: NYC (Work 5 days a week in Midtown office)

Reports to: CEO

Level: Head of

We're excited about you because…

• You don't just report numbers—you help your team make better decisions with them.
• You're energized by the idea of building a finance function from the ground up.
• You're naturally curious and always asking: “How can we do this smarter?”
• You bring candor, integrity, and a no-ego mindset to cross-functional collaboration.
• You're comfortable navigating ambiguity and know how to prioritize in a world where everything feels important.
• You want your work to matter—and you're drawn to our mission of helping people grow and protect their wealth.
• You have a high level of attention to detail and organizational skills. 

You'll love working at Zoe because we…

• Are a successful, well-funded, fast-growing company with a start-up work vibe.
• Are passionate about our clients and live/breathe the client experience.
• We hire A players. So you will be surrounded by the ‘Navy Seals' of their craft that will push you to improve
• Are a technologically and data-driven business.
• Offer competitive salaries and equity.
• Are at the forefront of tech & finance, redefining personal finance.
• Believe in autonomy & take the initiative.

Requirements:

• 5–12 years of experience in finance roles. Ideally a mix of startup and investment banking, FP&A, or VC/PE-backed companies
• Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred.
• Strong modeling and analytical skills—you know how to turn data into strategy
  

Nice to Have: 

• Bonus: Familiarity with RIA, fintech, or regulated financial services environments

Benefits:

• Compensation includes a competitive base salary, bonuses, and addition to stock options.
• Healthcare, Dental & Vision Coverage
• Commuting & Gym benefits 
• 401(K)
• As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company.
• Two weeks PTO

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