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Current Openings

About Zeo Capital Advisors

Zeo Capital Advisors is an investment manager with start‐up momentum, ambition and culture. The “low floor, high ceiling” environment is ideal for people who are resourceful, contributory and eager to learn. With over $275 million in fixed income assets across separately managed accounts and a mutual fund, Zeo serves the investment needs of independent advisors, family offices and non‐profit organizations.

The Zeo team is looking to find hardworking, self‐motivated and energetic professionals to contribute to and  benefit  from  the  team’s  collective  success.  The  company’s  future  is  in  the  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 and Marketing Reseach
 (download PDF) – Apply Now

Job Description

The Sales and Marketing Research professional will be based 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, to contribute to a growing firm and to work with the Director of Investor Relations on a daily basis. Anticipated daily functions will include but are not limited to:

  • Researching prospective targets in key geographic areas;
  • Coordinating meetings around conference travel;
  • Refining and executing digital marketing campaigns;
  • Integrating technology solutions for further operational automation;
  • Optimizing CRM utilization and reporting enhancements; and
  • Managing client/prospect events and pre‐event invitations.

Minimum Qualifications

  • Bachelor’s degree with 0‐4 years of experience; Spring Internship option for May graduates
  • 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 resumes to with the subject line: “[Insert your own adjective] Sales & Marketing Research Applicant”  (e.g. Amazing Sales & Marketing Research Applicant).

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