Job Description

About Zoe

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. 

As a New York-based company, we have 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 Product Manager who can turn strangers into qualified clients. This role owns the consumer funnel from the first touchpoint to the moment someone meets an advisor. You'll focus on the website, landing pages, forms, mouse traps, advisor profiles, and everything that helps people understand Zoe and move through the journey with confidence. Your work should make it easier for people to choose us and easier for advisors to receive high-intent clients.

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

Reports to: VP of Product

Level: Semi-Senior

What You'll Own

• End-to-end consumer funnel: website flows, form experiences, landing pages, and advisor profile pages
• A steady pipeline of experiments to improve conversion, reduce drop-off, and sharpen messaging
• Data foundations to understand where users get stuck and how to unblock them
• Partnerships with marketing, design, and engineering to ship fast, measured improvements
• White-label versions of our funnel for advisor firms that want their own branded experience
• Clear reporting and insights so the team always knows what's working and what isn't

What Success Looks Like

• Higher conversion at every stage of the funnel
• Faster time from lead to advisor introduction
• Unlock new experiences and mouse traps that drive new user acquisition 
• A clear understanding of what drives user intent and what slows them down
• A testing rhythm that produces reliable, repeatable growth

Who You Are

• You think in experiments, not opinions
• You can break a problem into the smallest possible test
• You're fluent in funnel metrics and know how to analyze them
• You're comfortable jumping between UX, copy, analytics, and systems
• You work fast, keep things simple, and don't get precious about ideas
• You enjoy partnering closely with marketing and aren't afraid to challenge assumptions

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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
• Are at the forefront of tech & finance, redefining personal finance.
• Believe in autonomy & take the initiative.

Requirements:

• Experience owning a consumer or self-serve funnel
• Strong analytical skills, including the ability to dig into SQL
• Comfort running A/B tests and interpreting results
• A good eye for clean, clear user experiences
• Experience working with marketing teams and data tools
• Ability to write crisp product requirements and insights
• Ability to thrive in a fast-paced, dynamic environment.
• Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
• Self-motivator with a collaborative spirit
• Flexibility in adapting to new technologies and environments
• Want to work in an office environment alongside Zoe's Leadership Team.

Benefits:

• Compensation includes a competitive base salary and bonuses.
• 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

#LI-DNI

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