Join Our Team

Current Openings:


Our Company:

Zeo Capital Advisors is a traditional financial firm with untraditional start-up momentum, ambition and culture. Zeo is a “low floor, high ceiling” workplace for someone who is resourceful, contributory and eager to learn. Zeo manages over $260 million in fixed income assets across separately managed accounts and a mutual fund. Zeo’s ever-expanding client list includes independent advisors, wealth managers, family offices and non-profit organizations.

The four-person Zeo team is looking to expand and wants to find hard working, self-motivated and energetic professionals who want to contribute to and benefit from the team’s collective success. A great organization is not built by an individual traveling a straight line; Zeo sees its future in our collaborative team’s willingness to embrace creativity knowing the occasional failure is a learning opportunity.

Zeo is a culture of:

  • Client-centricity;
  • Life-long learning;
  • Intellectual curiosity;
  • Collaboration and support;
  • Push communication;
  • Resourcefulness;
  • Integrity and authenticity;
  • Problem-solving and innovation;
  • Wit, humor and fun.

Sales Associate
 (download PDF) – Apply Now

Job Description

Given its growth and business plans, Zeo is looking to hire a Sales Associate in San Francisco to assist across sales, client service, and marketing. This is an opportunity to have an immediate impact on all aspects of investor relations with the expectation to assume more responsibilities dependent on a candidate’s interests and talents. This role will report to the Director of Investor Relations on a daily basis.

Anticipated daily functions will include but are not limited to:

  • Sales
    • Growing Zeo’s investor base through inside sales efforts;
    • Researching prospective targets in key geographic areas;
    • Coordinating meetings around conference travel; and,
    • Attending conferences as a Zeo representative.
  • Client Service
    • Refining and executing client communication campaigns;
    • Reconciling and analyzing trending data of investor flows for internal distribution;
    • Evaluating potential technology solutions for further operational automation; and,
    • Optimizing CRM utilization and reporting enhancements.
  • Marketing/Branding
    • Providing competitive analysis of various performance and risk statistics;
    • Developing new content and messaging around Zeo offerings;
    • Contributing themes for educational content and presentations; and,
    • Managing client/prospect events and pre-event marketing campaigns.

Minimum Qualifications

  • Bachelor’s degree with 4-8 years of experience
  • Previous inside sales experience at a mutual fund preferred
  • Independent RIA channel sales experience
  • Conference and sales dependent travel, <15% of time to start, may grow in time
  • Outstanding Excel skills (experience with Macros, pivot tables and VBA a plus)
  • Comfortable with CRM and database management
  • Strong written and verbal skills
  • Project management oriented
  • Flexible, humble, willingness to learn and ability to switch gears quickly

How To Apply
Send an email cover letter and resume to with the subject line: “[Insert your own  adjective/descriptor] Sales Associate Applicant”  (e.g. Amazing Sales Associate Applicant).

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