Product Manager, Platform Experience

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 strengthen the core of our wealth platform. This role focuses on the parts of the product that advisors and clients rely on every day: performance reporting, data visualization, the mobile app, and integrations that bring financial data together. You'll help turn complex account information, trading data, and account activity into clear, trustworthy experiences that drive adoption and long-term value.

Location: NYC or Bogota - (Work 5 days a week in Midtown NYC or Bogota, Colombia Office)

Reports to: VP of Product

Level: Semi-Senior

What You'll Own

• Key advisor and client-facing features: dashboards, reporting, portfolio insights, and data visualizations
• The mobile app experience across performance, account activity, and account details
• Integrations that expand the platform's value: financial planning tools, data providers, and client-facing apps
• Cross-platform consistency so the web and mobile experiences feel connected
• Requirements and UX for data-heavy features that need to be accurate, fast, and easy to understand.
• Collaboration with engineering, design, trading, and client success to improve how we process, store, and display custodial and performance data

What Success Looks Like

• Advisors and clients engage regularly with the platform as their primary system for reporting and insights
• Clients find the mobile and web experiences clear, useful, and trustworthy
• Feature adoption increases, especially in reporting, dashboards, and integrations
• Data is accurate, consistently presented, and easy for users to interpret
• The platform becomes a stickier part of an advisor's daily workflow

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

.

You'll love working at Zoe because we…

• You're a systems thinker who cares about details and structure
• You can translate messy data into clean user experiences
• You understand how advisors evaluate performance and how clients read their accounts
• You're comfortable working in technical domains: APIs, schemas, ETL concepts, and data models
• You stay calm in complexity and can bring clarity to teams
• You take ownership of problems that sit across multiple surfaces and teams

Requirements:

• Experience building data-rich or analytics-heavy products
• Strong technical comfort (API familiarity, structured data, data modeling concepts)
• Ability to design and ship multi-step, multi-surface features
• Strong partnership skills with engineering, design, and data
• Clear communication; you can break down complex systems without overcomplicating them
• A track record of driving adoption and delivering platform improvements
• 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

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