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Marketing Analyst
hace 2 semanas
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.
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, Principal, 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.
Location:
Bogota, Colombia (5 days at the WeWork Carrera 19 office).
Reports to:
Director of Marketing.
Level:
Analyst.
About The Role
We're looking for a motivated self-starter who gets excited about being part of a high-growth and fast-paced financial technology company. The Marketing Analyst will play a key role in branding Zoe Financial as the best place to find, hire, and invest with financial advisors, while also supporting the growth of our Wealth Platform through cohesive marketing strategies.
The Marketing Analyst will support the marketing department's efforts and perform various functions in a U.S. startup environment while based in Bogotá. Successful candidates will possess native English skills, excellent communication abilities, a positive attitude, a strong work ethic, and a professional demeanor. They should bring a creative mind, a strong ability to work collaboratively, and most importantly, analytical thinking and a data-driven approach to solving marketing challenges.
Responsibilities
- Support the preparation of marketing initiatives from concept to completion.
- Collaborate with business development and operations teams to implement content targeting strategies, appropriately incorporate sales messages, and produce innovative solutions.
- Conduct market research, collect and analyze preliminary documentation, and plan and facilitate capture strategy meetings.
- Research and write about the financial landscape to inform strategic marketing decisions.
- Clearly and succinctly convey how Zoe solves challenges for both RIAs and consumers.
- Develop a detail-oriented eye for creating highly curated and educational content.
- Manage email marketing strategies and campaigns within the company's CRM (HubSpot).
- Own and execute the affiliate partnerships outreach process and evaluate potential partners for strategic fit.
- Create social media content, manage the content calendar, and schedule posts across platforms.
- Ensure all content aligns with brand voice and campaign objectives while driving engagement and growth.
- Manage multiple projects and team efforts simultaneously, effectively, and efficiently under tight deadlines.
We're excited about you because you...
- Craft compelling written copy and value storytelling.
- Are data-savvy and comfortable working in Excel/Sheets.
- Have experience running and optimizing paid & organic social campaigns.
- Use analytics tools to track, report, and improve performance.
- Communicate clearly and collaborate well across teams.
- Thrive in fast-paced environments and manage multiple priorities.
- Have an eye for design and understand how visuals support messaging.
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.
- Are a technologically and data-driven business.
- Offer highly competitive compensation.
- Are at the forefront of tech & finance, redefining U.S. personal finance.
- Believe in autonomy & taking initiative.
Qualifications
- Minimum of 1 year of experience in business or marketing.
- Exceptional verbal and written communication skills in English.
- Strong command of grammar and editing, with a sharp eye for detail.
- Excellent attention to detail and consistency.
- Proven ability to manage time effectively, meet deadlines, and maintain high-quality work.
- Experience working with digital products.
- Comfortable collaborating with cross-functional teams in an agile environment.
- Proficient in Excel and Google Sheets for data analysis, with the ability to extract, manipulate, and interpret marketing performance data to inform decision-making.
Nice To Have
- Experience with CRM platforms such as HubSpot.
- Familiarity with SQL is a plus for more advanced data querying and analysis.
- US or UK education.
Benefits
- Competitive base salary.
- Healthcare & Dental coverage.
- Commuting & Gym benefits.
- Lunch every day at the office.
- Opportunity to shape the culture of a fast-growing company as an early team member.
- Annual company offsite in New York City for our Colombia-based team — travel expenses covered
