[{"additionalPlain":"BENEFITS\nThe full picture\nHealth\nMedical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)\nDental: 99% covered - Guardian, $1,500 annual benefit\nVision: 99% covered - Guardian/VSP, $150 frames & contacts allowance\nFSA: Zocks matches dollar-for-dollar up to $500/year\nTime off\nUnlimited PTO\nPaid sick time\n11 paid holidays\nFamily\nBirthing parent: 12 weeks fully paid parental leave\nNon-birthing parent: 6 weeks fully paid parental leave\nFinancial\n401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds\nEverything else\nMacBook laptop + Google Workspace, Slack, and Zoom provided\nEquity grant - details included as part of your offer\nGrowth opportunities for high performers after 6 months\nCollaborative, low-ego culture with smart, kind teammates\n\nEQUAL OPPORTUNITY\nZocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.\nWe may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.\n","additional":"\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
What You’ll Do
\n
Our Denver team is growing! The Account Manager is responsible for owning the full post-sale lifecycle for a set of customers from the moment they sign through their renewal. This role blends onboarding ownership with long-term account management. You will guide customers through setup, launch, early adoption, and ongoing success, ensuring they achieve fast time-to-value and remain successful and retained customers.
\n
You will run structured onboarding for the first 60 days, then continue as the primary relationship manager responsible for adoption, sentiment, value realization, renewal readiness, and churn prevention. You will identify risks early, build multi-threaded relationships, run health reviews, and execute a consistent renewal playbook. This is a hands-on role for someone who loves helping customers win, shaping process, and driving measurable retention outcomes.
\n
\n
\n
Key Responsibilities
\n
Adoption and Value Realization
\n
\n- Drive user activation and usage across key product features.
\n- Monitor customer engagement signals including meeting volume, utilization, integration completion, and workflow setup.
\n- Run scheduled check-ins to reinforce value, highlight wins, and review progress.
\n- Build repeatable playbooks for increasing adoption and correcting early usage gaps.
\n- Partner with Product and RevOps to share insights on customer needs and feature impact.
\n
\n
\n
Churn Prevention and Account Health
\n
\n- Own Gross ARR Retention and renewal outcomes for your book of business.
\n- Maintain clear visibility into account health using dashboards, health scores, and engagement metrics.
\n- Identify churn risks early and execute save plays including sentiment resets, retraining, and workflow redesign.
\n- Document risks and escalate where necessary with clear recommended actions.
\n- Ensure ongoing alignment with customer goals and continuously reinforce ROI.
\n
\n
\n
Renewal Management (120 days leading up to renewal)
\n
\n- Own renewal preparation, forecasting accuracy, and timely execution.
\n- Run structured renewal processes including usage reviews, performance summaries, and value recap meetings.
\n- Confirm contract terms, seat counts, and pricing ahead of renewal cycles.
\n- Manage renewal negotiations directly with customers and ensure renewal approval happens on time.
\n- Maintain renewal documentation in Salesforce with clean, complete data.
\n
\n
\n
Cross-Functional Alignment
\n
\n- Partner with Sales to ensure a smooth handoff at contract signature and clarity on success outcomes.
\n- Work with Product on implementation feedback, customer asks, and adoption blockers.
\n- Collaborate with RevOps to improve onboarding and retention reporting, health scoring, and automation.
\n- Work with Support for escalations and ensure customers understand engagement paths after onboarding.
\n
\n
Operational Excellence
\n
\n- Document customer configurations, onboarding progress, known risks, and adoption milestones.
\n- Update onboarding and renewal playbooks based on learnings and patterns from your accounts.
\n- Identify opportunities for automation or simplification in workflows, templates, and customer communication.
\n- Own accuracy and upkeep of notes, tasks, and renewal data across Salesforce and internal tools.
\n
\n
\n
What We’re Looking For
\n
Requirements
\n
\n- 2 to 3 years in Sales Development, Business Development, Account Management, Customer Success, or Onboarding
\n- Strong communication skills and confidence leading customer-facing calls.
\n- Comfortable working across Sales, Product, Engineering, Support, and RevOps.
\n- High technical curiosity with willingness to learn product workflows and integrations.
\n- Highly organized with strong operational discipline and attention to detail.
\n- Ability to manage multiple accounts at once and keep customers moving without friction.
\n
\n
Bonus Qualifications
\n
\n- Experience in wealth-tech, fintech, or regulated SaaS.
\n- Proven success driving fast time-to-value and strong renewals.
\n- Background in onboarding or implementations with integrations and configuration steps.
\n- Familiarity with Salesforce and SalesLoft.
\n- Experience with health scoring, renewal processes, and churn prevention frameworks.
\n
\n
\n
Logistics
\n
\n
\n- Hybrid role - report to our Denver office at least 3 days per week
\n- First 60 days are 4 days per week for onboarding/training
\n- Expected travel 4x/year for customer visits or conferences
\n- Background and reference checks required as part of onboarding
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
Compensation
\n
\n- $60,000-$70,000 base salary plus $30,000 variable comp tied to churn budget attainment and an uncapped 2% flat commission on upsell - total compensation could exceed $100,000.
\n- Equity - we're all building this together
\n
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
What You’ll Do
\n
Our Denver team is growing! The Account Manager is responsible for owning the full post-sale lifecycle for a set of customers from the moment they sign through their renewal. This role blends onboarding ownership with long-term account management. You will guide customers through setup, launch, early adoption, and ongoing success, ensuring they achieve fast time-to-value and remain successful and retained customers.
\n
You will run structured onboarding for the first 60 days, then continue as the primary relationship manager responsible for adoption, sentiment, value realization, renewal readiness, and churn prevention. You will identify risks early, build multi-threaded relationships, run health reviews, and execute a consistent renewal playbook. This is a hands-on role for someone who loves helping customers win, shaping process, and driving measurable retention outcomes.
\n
\n
\n
Key Responsibilities
\n
Adoption and Value Realization
\n
\n- Drive user activation and usage across key product features.
\n- Monitor customer engagement signals including meeting volume, utilization, integration completion, and workflow setup.
\n- Run scheduled check-ins to reinforce value, highlight wins, and review progress.
\n- Build repeatable playbooks for increasing adoption and correcting early usage gaps.
\n- Partner with Product and RevOps to share insights on customer needs and feature impact.
\n
\n
\n
Churn Prevention and Account Health
\n
\n- Own Gross ARR Retention and renewal outcomes for your book of business.
\n- Maintain clear visibility into account health using dashboards, health scores, and engagement metrics.
\n- Identify churn risks early and execute save plays including sentiment resets, retraining, and workflow redesign.
\n- Document risks and escalate where necessary with clear recommended actions.
\n- Ensure ongoing alignment with customer goals and continuously reinforce ROI.
\n
\n
\n
Renewal Management (120 days leading up to renewal)
\n
\n- Own renewal preparation, forecasting accuracy, and timely execution.
\n- Run structured renewal processes including usage reviews, performance summaries, and value recap meetings.
\n- Confirm contract terms, seat counts, and pricing ahead of renewal cycles.
\n- Manage renewal negotiations directly with customers and ensure renewal approval happens on time.
\n- Maintain renewal documentation in Salesforce with clean, complete data.
\n
\n
\n
Cross-Functional Alignment
\n
\n- Partner with Sales to ensure a smooth handoff at contract signature and clarity on success outcomes.
\n- Work with Product on implementation feedback, customer asks, and adoption blockers.
\n- Collaborate with RevOps to improve onboarding and retention reporting, health scoring, and automation.
\n- Work with Support for escalations and ensure customers understand engagement paths after onboarding.
\n
\n
Operational Excellence
\n
\n- Document customer configurations, onboarding progress, known risks, and adoption milestones.
\n- Update onboarding and renewal playbooks based on learnings and patterns from your accounts.
\n- Identify opportunities for automation or simplification in workflows, templates, and customer communication.
\n- Own accuracy and upkeep of notes, tasks, and renewal data across Salesforce and internal tools.
\n
\n
\n
What We’re Looking For
\n
Requirements
\n
\n- 2 to 3 years in Sales Development, Business Development, Account Management, Customer Success, or Onboarding
\n- Strong communication skills and confidence leading customer-facing calls.
\n- Comfortable working across Sales, Product, Engineering, Support, and RevOps.
\n- High technical curiosity with willingness to learn product workflows and integrations.
\n- Highly organized with strong operational discipline and attention to detail.
\n- Ability to manage multiple accounts at once and keep customers moving without friction.
\n
\n
Bonus Qualifications
\n
\n- Experience in wealth-tech, fintech, or regulated SaaS.
\n- Proven success driving fast time-to-value and strong renewals.
\n- Background in onboarding or implementations with integrations and configuration steps.
\n- Familiarity with Salesforce and SalesLoft.
\n- Experience with health scoring, renewal processes, and churn prevention frameworks.
\n
\n
\n
Logistics
\n
\n
\n- Hybrid role - report to our Denver office at least 3 days per week
\n- First 60 days are 4 days per week for onboarding/training
\n- Expected travel 4x/year for customer visits or conferences
\n- Background and reference checks required as part of onboarding
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
Compensation
\n
\n- $60,000-$70,000 base salary plus $30,000 variable comp tied to churn budget attainment and an uncapped 2% flat commission on upsell - total compensation could exceed $100,000.
\n- Equity - we're all building this together
\n
\n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
As Director of Implementation, you'll build and lead the team responsible for onboarding, deploying and training Zocks's enterprise and mid-market customers, which include large RIAs, broker-dealers, banks, and other financial services firms. You will build and lead a high-caliber team that drives product configuration, adoption and customer value.
\n
You will be both a builder and an operator. You will recruit and develop the team, design the playbooks and systems that let it scale. You will also be comfortable in front of largest customers, stepping into complex deployments and setting the bar for what great delivery looks like.
\n
\nWhat You’ll Do
\nBuild and lead the Implementation Team
\n\n- Hire, coach, and develop a team of Implementation Managers who onboard, configure, and deploy Zocks for mid-market and enterprise customers.
\n- Coach the team through complex multi-stakeholder engagements and provide actionable feedback.
\n- Develop clear roles, responsibilities and career paths for growth.
\n
\n
\nCreate scalable systems
\n\n- Establish a repeatable implementation methodology - discovery, project planning, configuration, integration, testing, and go-live - and the systems and metrics to manage it.
\n- Manage capacity, staffing, and forecasting so the team can scale with a fast-growing customer base.
\n
\n
\nDrive customer impact
\n\n- Own the implementation function's outcomes end to end: time-to-live, deployment quality, adoption at go-live, and customer satisfaction through onboarding.
\n- Serve as a senior point of contact and escalation for the most complex and strategic deployments.
\n
\n
\nPartner cross-functionally
\n\n- Partner with Sales, Support, Product, and other Post-Sales teams to ensure smooth handoffs, a connected customer journey, and a strong feedback loop back into the product.
\n- Help shape Zocks’s post-sales operating model in collaboration with other functional leaders.
\n
\n
\nRequirements
\n\n- 7+ years in implementation, professional services, solutions delivery, or a related post-sales function, including several years leading and building teams.
\n- Experience in financial services with aptitude in customer systems including but not limited to CRMs, Financial Planning Software, Custodian Software. Enough technical fluency to engage credibly with customers and your team on technical questions.
\n- A track record of hiring, developing, and scaling high-performing customer-facing teams, ideally through a period of rapid growth.
\n- Experience owning enterprise and mid-market SaaS implementations end to end, with accountability for timelines, adoption, and outcomes.
\n- An outcome-oriented, ownership-driven approach with a focus on customer value.
\n- Builder's mindset: You’ve created processes, playbooks and metrics where none existed, not just operated inside them.
\n- Comfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution.
\n
\n
\nLogistics\n
\n- Hybrid role - the entire team works from our Denver office so will need to come to the office 2-3 days per week
\n- Background and reference checks required as part of onboarding
\n
\n
\nInterview process: \n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\nTotal estimated time: ~3 hours
\n
\n
\nCompensation
\n\n
\n- $180,000-$225,000 base salary
\n- Equity - we're all building this together
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
As Director of Implementation, you'll build and lead the team responsible for onboarding, deploying and training Zocks's enterprise and mid-market customers, which include large RIAs, broker-dealers, banks, and other financial services firms. You will build and lead a high-caliber team that drives product configuration, adoption and customer value.
\n
You will be both a builder and an operator. You will recruit and develop the team, design the playbooks and systems that let it scale. You will also be comfortable in front of largest customers, stepping into complex deployments and setting the bar for what great delivery looks like.
\n
\nWhat You’ll Do
\nBuild and lead the Implementation Team
\n\n- Hire, coach, and develop a team of Implementation Managers who onboard, configure, and deploy Zocks for mid-market and enterprise customers.
\n- Coach the team through complex multi-stakeholder engagements and provide actionable feedback.
\n- Develop clear roles, responsibilities and career paths for growth.
\n
\n
\nCreate scalable systems
\n\n- Establish a repeatable implementation methodology - discovery, project planning, configuration, integration, testing, and go-live - and the systems and metrics to manage it.
\n- Manage capacity, staffing, and forecasting so the team can scale with a fast-growing customer base.
\n
\n
\nDrive customer impact
\n\n- Own the implementation function's outcomes end to end: time-to-live, deployment quality, adoption at go-live, and customer satisfaction through onboarding.
\n- Serve as a senior point of contact and escalation for the most complex and strategic deployments.
\n
\n
\nPartner cross-functionally
\n\n- Partner with Sales, Support, Product, and other Post-Sales teams to ensure smooth handoffs, a connected customer journey, and a strong feedback loop back into the product.
\n- Help shape Zocks’s post-sales operating model in collaboration with other functional leaders.
\n
\n
\nRequirements
\n\n- 7+ years in implementation, professional services, solutions delivery, or a related post-sales function, including several years leading and building teams.
\n- Experience in financial services with aptitude in customer systems including but not limited to CRMs, Financial Planning Software, Custodian Software. Enough technical fluency to engage credibly with customers and your team on technical questions.
\n- A track record of hiring, developing, and scaling high-performing customer-facing teams, ideally through a period of rapid growth.
\n- Experience owning enterprise and mid-market SaaS implementations end to end, with accountability for timelines, adoption, and outcomes.
\n- An outcome-oriented, ownership-driven approach with a focus on customer value.
\n- Builder's mindset: You’ve created processes, playbooks and metrics where none existed, not just operated inside them.
\n- Comfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution.
\n
\n
\nLogistics\n
\n- Hybrid role - the entire team works from our Denver office so will need to come to the office 2-3 days per week
\n- Background and reference checks required as part of onboarding
\n
\n
\nInterview process: \n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\nTotal estimated time: ~3 hours
\n
\n
\nCompensation
\n\n
\n- $180,000-$225,000 base salary
\n- Equity - we're all building this together
\n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
What You'll Do
\n
The Account Manager is responsible for owning the full post-sale lifecycle for a set of customers from the moment they sign through their renewal. This role blends onboarding ownership with long-term account management. You will guide customers through setup, launch, early adoption, and ongoing success, ensuring they achieve fast time-to-value and remain successful and retained customers.
\n
You will run structured onboarding for the first 60 days, then continue as the primary relationship manager responsible for adoption, sentiment, value realization, renewal readiness, and churn prevention. You will identify risks early, build multi-threaded relationships, run health reviews, and execute a consistent renewal playbook. This is a hands-on role for someone who loves helping customers win, shaping process, and driving measurable retention outcomes.
\n
\n
Key Responsibilities
\n
Customer Onboarding Ownership (First 60 Days)
\n
\n- Act as the single-threaded owner for every new customer during onboarding.
\n- Run kickoff calls, define success criteria, align on use cases, and ensure a clean sales-to-onboarding handoff.
\n- Guide customers through setup, integrations, configuration, and go-live.
\n- Manage timelines, remove blockers, and keep customers moving to activation.
\n- Teach users how to use Zocks with live trainings, walkthroughs, and simple enablement content.
\n- Ensure a smooth post-onboarding transition while staying on as the ongoing account owner.
\n
\n
\n
Adoption and Value Realization
\n
\n- Drive user activation and usage across key product features.
\n- Monitor customer engagement signals including meeting volume, utilization, integration completion, and workflow setup.
\n- Run scheduled check-ins to reinforce value, highlight wins, and review progress.
\n- Build repeatable playbooks for increasing adoption and correcting early usage gaps.
\n- Partner with Product and RevOps to share insights on customer needs and feature impact.
\n
\n
\n
Churn Prevention and Account Health
\n
\n- Own Gross ARR Retention and renewal outcomes for your book of business.
\n- Maintain clear visibility into account health using dashboards, health scores, and engagement metrics.
\n- Identify churn risks early and execute save plays including sentiment resets, retraining, and workflow redesign.
\n- Document risks and escalate where necessary with clear recommended actions.
\n- Ensure ongoing alignment with customer goals and continuously reinforce ROI.
\n
\n
\n
Renewal Management (120 days leading up to renewal)
\n
\n- Own renewal preparation, forecasting accuracy, and timely execution.
\n- Run structured renewal processes including usage reviews, performance summaries, and value recap meetings.
\n- Confirm contract terms, seat counts, and pricing ahead of renewal cycles.
\n- Manage renewal negotiations directly with customers and ensure renewal approval happens on time.
\n- Maintain renewal documentation in Salesforce with clean, complete data.
\n
\n
\n
Cross-Functional Alignment
\n
\n- Partner with Sales to ensure a smooth handoff at contract signature and clarity on success outcomes.
\n- Work with Product on implementation feedback, customer asks, and adoption blockers.
\n- Collaborate with RevOps to improve onboarding and retention reporting, health scoring, and automation.
\n- Work with Support for escalations and ensure customers understand engagement paths after onboarding.
\n
\n
\n
Operational Excellence
\n
\n- Document customer configurations, onboarding progress, known risks, and adoption milestones.
\n- Update onboarding and renewal playbooks based on learnings and patterns from your accounts.
\n- Identify opportunities for automation or simplification in workflows, templates, and customer communication.
\n- Own accuracy and upkeep of notes, tasks, and renewal data across Salesforce and internal tools.
\n
\n
\n
What We're Looking For
\n
Requirements
\n
\n- 2 to 5 plus years in Account Management, Customer Success, or Onboarding at a B2B SaaS company.
\n- Experience in wealth-tech, fintech, or regulated SaaS.
\n- Proven success driving fast time-to-value and strong renewals.
\n- Strong communication skills and confidence leading customer-facing calls.
\n- Comfortable working across Sales, Product, Engineering, Support, and RevOps.
\n- High technical curiosity with willingness to learn product workflows and integrations.
\n- Highly organized with strong operational discipline and attention to detail.
\n- Ability to manage multiple accounts at once and keep customers moving without friction.
\n
\n
\nBonus Qualifications\n
\n- Background in onboarding or implementations with integrations and configuration steps.
\n- Familiarity with Salesforce and SalesLoft.
\n- Experience with health scoring, renewal processes, and churn prevention frameworks.
\n
\n
\n\n
\n
Logistics
\n
\n- \n
This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n \n
\n
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
Compensation
\n
\n- $100-$110K base salary + $60K Commission for ~$170K OTE
\n- Equity - we're all building this together
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
What You'll Do
\n
The Account Manager is responsible for owning the full post-sale lifecycle for a set of customers from the moment they sign through their renewal. This role blends onboarding ownership with long-term account management. You will guide customers through setup, launch, early adoption, and ongoing success, ensuring they achieve fast time-to-value and remain successful and retained customers.
\n
You will run structured onboarding for the first 60 days, then continue as the primary relationship manager responsible for adoption, sentiment, value realization, renewal readiness, and churn prevention. You will identify risks early, build multi-threaded relationships, run health reviews, and execute a consistent renewal playbook. This is a hands-on role for someone who loves helping customers win, shaping process, and driving measurable retention outcomes.
\n
\n
Key Responsibilities
\n
Customer Onboarding Ownership (First 60 Days)
\n
\n- Act as the single-threaded owner for every new customer during onboarding.
\n- Run kickoff calls, define success criteria, align on use cases, and ensure a clean sales-to-onboarding handoff.
\n- Guide customers through setup, integrations, configuration, and go-live.
\n- Manage timelines, remove blockers, and keep customers moving to activation.
\n- Teach users how to use Zocks with live trainings, walkthroughs, and simple enablement content.
\n- Ensure a smooth post-onboarding transition while staying on as the ongoing account owner.
\n
\n
\n
Adoption and Value Realization
\n
\n- Drive user activation and usage across key product features.
\n- Monitor customer engagement signals including meeting volume, utilization, integration completion, and workflow setup.
\n- Run scheduled check-ins to reinforce value, highlight wins, and review progress.
\n- Build repeatable playbooks for increasing adoption and correcting early usage gaps.
\n- Partner with Product and RevOps to share insights on customer needs and feature impact.
\n
\n
\n
Churn Prevention and Account Health
\n
\n- Own Gross ARR Retention and renewal outcomes for your book of business.
\n- Maintain clear visibility into account health using dashboards, health scores, and engagement metrics.
\n- Identify churn risks early and execute save plays including sentiment resets, retraining, and workflow redesign.
\n- Document risks and escalate where necessary with clear recommended actions.
\n- Ensure ongoing alignment with customer goals and continuously reinforce ROI.
\n
\n
\n
Renewal Management (120 days leading up to renewal)
\n
\n- Own renewal preparation, forecasting accuracy, and timely execution.
\n- Run structured renewal processes including usage reviews, performance summaries, and value recap meetings.
\n- Confirm contract terms, seat counts, and pricing ahead of renewal cycles.
\n- Manage renewal negotiations directly with customers and ensure renewal approval happens on time.
\n- Maintain renewal documentation in Salesforce with clean, complete data.
\n
\n
\n
Cross-Functional Alignment
\n
\n- Partner with Sales to ensure a smooth handoff at contract signature and clarity on success outcomes.
\n- Work with Product on implementation feedback, customer asks, and adoption blockers.
\n- Collaborate with RevOps to improve onboarding and retention reporting, health scoring, and automation.
\n- Work with Support for escalations and ensure customers understand engagement paths after onboarding.
\n
\n
\n
Operational Excellence
\n
\n- Document customer configurations, onboarding progress, known risks, and adoption milestones.
\n- Update onboarding and renewal playbooks based on learnings and patterns from your accounts.
\n- Identify opportunities for automation or simplification in workflows, templates, and customer communication.
\n- Own accuracy and upkeep of notes, tasks, and renewal data across Salesforce and internal tools.
\n
\n
\n
What We're Looking For
\n
Requirements
\n
\n- 2 to 5 plus years in Account Management, Customer Success, or Onboarding at a B2B SaaS company.
\n- Experience in wealth-tech, fintech, or regulated SaaS.
\n- Proven success driving fast time-to-value and strong renewals.
\n- Strong communication skills and confidence leading customer-facing calls.
\n- Comfortable working across Sales, Product, Engineering, Support, and RevOps.
\n- High technical curiosity with willingness to learn product workflows and integrations.
\n- Highly organized with strong operational discipline and attention to detail.
\n- Ability to manage multiple accounts at once and keep customers moving without friction.
\n
\n
\nBonus Qualifications\n
\n- Background in onboarding or implementations with integrations and configuration steps.
\n- Familiarity with Salesforce and SalesLoft.
\n- Experience with health scoring, renewal processes, and churn prevention frameworks.
\n
\n
\n\n
\n
Logistics
\n
\n- \n
This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n \n
\n
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
Compensation
\n
\n- $100-$110K base salary + $60K Commission for ~$170K OTE
\n- Equity - we're all building this together
\n
\n
\n
Apply by Sept 15 | $240,000-$280,000 base + equity
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
As Head of Enterprise Customer Success, you will own the post-sales outcomes for Zocks’ largest and most strategic customers which include large RIAs, broker-dealers, banks, and other financial services firms. You will build and lead a high-caliber team of Enterprise Customer Success Managers who act as trusted advisors to these accounts, driving adoption, value and growth.
\n
You’ll be both a builder and an operator: Recruiting and developing the team, designing the playbooks and systems that let it scale, and personally engaging with executive stakeholders at our most important accounts. You’ll partner closely with Sales, Product and other teams to ensure every enterprise customer realizes measurable value from Zocks and build the team to make it repeatable.
\n
\n
Build and lead the enterprise CS team
\n
\n- \n
Recruit, mentor, and manage a small team of Enterprise CSMs, setting a high bar for industry credibility, customer engagement, and product expertise.
\n \n- \n
Coach the team through complex multi-stakeholder engagements, provide actionable feedback, and create clear paths for growth.
\n \n- \n
Set the strategy, metrics, and operating model for the function as it scales.
\n \n
\n
Drive product adoption and utilization
\n
\n- \n
Ensure adoption and usage by customers following Zocks best practices and optimal patterns.
\n \n- \n
Build a repeatable methodology to proactively guide and advise stakeholders on how to maximize the value they get from Zocks, and identify opportunities to expand Zocks usage in existing accounts.
\n \n
\n
Drive customer outcomes
\n
\n- \n
Own the team’s impact on value realization, expansion and renewals
\n \n- \n
Partner closely with Sales to ensure coordinated account strategies that deepen engagement, demonstrate measurable value, and generate expansion and renewals.
\n \n
\n
Engage with customers
\n
\n- \n
Build and deepen relationships with senior stakeholders at our most strategic accounts.
\n \n- \n
Step into critical moments to unblock adoption, reinforce Zocks’ value, and act as a trusted advisor on how leading firms are modernizing their advisory operations.
\n \n
\n
Build systems and playbooks
\n
\n- \n
Design and refine the customer engagement and best-practice playbooks that let the team operate consistently and effectively.
\n \n- \n
Establish clear performance metrics tied to adoption, utilization, retention, and expansion, and drive accountability through data-informed decisions.
\n \n
\n
Partner cross-functionally
\n
\n- \n
Collaborate closely with Sales, Product, Engineering, and Solutions to align on customer needs and deliver cohesive solutions. Synthesize feedback from your team and customers to influence the product roadmap, advocating for the workflows and features that matter most to enterprise wealth firms.
\n \n
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n- \n
8+ years of experience in enterprise customer success, strategic consulting, client advisory or similar, with 4+ years direct people leadership experience building and managing a team.
\n \n- \n
Prior experience in a wealthtech/fintech company or financial services firm is a big plus
\n \n- \n
Executive credibility: You speak the language of senior stakeholders in financial services firms and have the presence to earn trust up and down the organization.
\n \n- \n
Operational rigor: You build frameworks and systems for engineering customer outcomes and change management
\n \n- \n
Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement.
\n \n- \n
Comfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution.
\n \n- \n
Strong interest in AI and how it will transform wealth management and financial services.
\n \n
\n
\n
LOGISTICS
\n
The details
\n
\n- \n
This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n \n- \n
Background and reference checks required as part of onboarding
\n \n
\n
Interview process:
\n
\n
Total estimated time: ~5 hours
\n
\n
COMPENSATION
\n
\n- \n
$240,000-$280,000 base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- \n
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n \n- \n
Dental: 99% covered - Guardian, $1,500 annual benefit
\n \n- \n
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n \n- \n
FSA: Zocks matches dollar-for-dollar up to $500/year
\n \n
\n
Time off
\n
\n- \n
Unlimited PTO
\n \n- \n
Paid sick time
\n \n- \n
11 paid holidays
\n \n
\n
Family
\n
\n
Financial
\n
\n
Everything else
\n
\n- \n
MacBook laptop + Google Workspace, Slack, and Zoom provided
\n \n- \n
Equity grant - details included as part of your offer
\n \n- \n
Growth opportunities for high performers after 6 months
\n \n- \n
Collaborative, low-ego culture with smart, kind teammates
\n \n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
Apply by Sept 15 | $240,000-$280,000 base + equity
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
As Head of Enterprise Customer Success, you will own the post-sales outcomes for Zocks’ largest and most strategic customers which include large RIAs, broker-dealers, banks, and other financial services firms. You will build and lead a high-caliber team of Enterprise Customer Success Managers who act as trusted advisors to these accounts, driving adoption, value and growth.
\n
You’ll be both a builder and an operator: Recruiting and developing the team, designing the playbooks and systems that let it scale, and personally engaging with executive stakeholders at our most important accounts. You’ll partner closely with Sales, Product and other teams to ensure every enterprise customer realizes measurable value from Zocks and build the team to make it repeatable.
\n
\n
Build and lead the enterprise CS team
\n
\n- \n
Recruit, mentor, and manage a small team of Enterprise CSMs, setting a high bar for industry credibility, customer engagement, and product expertise.
\n \n- \n
Coach the team through complex multi-stakeholder engagements, provide actionable feedback, and create clear paths for growth.
\n \n- \n
Set the strategy, metrics, and operating model for the function as it scales.
\n \n
\n
Drive product adoption and utilization
\n
\n- \n
Ensure adoption and usage by customers following Zocks best practices and optimal patterns.
\n \n- \n
Build a repeatable methodology to proactively guide and advise stakeholders on how to maximize the value they get from Zocks, and identify opportunities to expand Zocks usage in existing accounts.
\n \n
\n
Drive customer outcomes
\n
\n- \n
Own the team’s impact on value realization, expansion and renewals
\n \n- \n
Partner closely with Sales to ensure coordinated account strategies that deepen engagement, demonstrate measurable value, and generate expansion and renewals.
\n \n
\n
Engage with customers
\n
\n- \n
Build and deepen relationships with senior stakeholders at our most strategic accounts.
\n \n- \n
Step into critical moments to unblock adoption, reinforce Zocks’ value, and act as a trusted advisor on how leading firms are modernizing their advisory operations.
\n \n
\n
Build systems and playbooks
\n
\n- \n
Design and refine the customer engagement and best-practice playbooks that let the team operate consistently and effectively.
\n \n- \n
Establish clear performance metrics tied to adoption, utilization, retention, and expansion, and drive accountability through data-informed decisions.
\n \n
\n
Partner cross-functionally
\n
\n- \n
Collaborate closely with Sales, Product, Engineering, and Solutions to align on customer needs and deliver cohesive solutions. Synthesize feedback from your team and customers to influence the product roadmap, advocating for the workflows and features that matter most to enterprise wealth firms.
\n \n
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n- \n
8+ years of experience in enterprise customer success, strategic consulting, client advisory or similar, with 4+ years direct people leadership experience building and managing a team.
\n \n- \n
Prior experience in a wealthtech/fintech company or financial services firm is a big plus
\n \n- \n
Executive credibility: You speak the language of senior stakeholders in financial services firms and have the presence to earn trust up and down the organization.
\n \n- \n
Operational rigor: You build frameworks and systems for engineering customer outcomes and change management
\n \n- \n
Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement.
\n \n- \n
Comfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution.
\n \n- \n
Strong interest in AI and how it will transform wealth management and financial services.
\n \n
\n
\n
LOGISTICS
\n
The details
\n
\n- \n
This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n \n- \n
Background and reference checks required as part of onboarding
\n \n
\n
Interview process:
\n
\n
Total estimated time: ~5 hours
\n
\n
COMPENSATION
\n
\n- \n
$240,000-$280,000 base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- \n
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n \n- \n
Dental: 99% covered - Guardian, $1,500 annual benefit
\n \n- \n
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n \n- \n
FSA: Zocks matches dollar-for-dollar up to $500/year
\n \n
\n
Time off
\n
\n- \n
Unlimited PTO
\n \n- \n
Paid sick time
\n \n- \n
11 paid holidays
\n \n
\n
Family
\n
\n
Financial
\n
\n
Everything else
\n
\n- \n
MacBook laptop + Google Workspace, Slack, and Zoom provided
\n \n- \n
Equity grant - details included as part of your offer
\n \n- \n
Growth opportunities for high performers after 6 months
\n \n- \n
Collaborative, low-ego culture with smart, kind teammates
\n \n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
Apply by September 15 | $80,000-$95,000 base + equity
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
WHAT YOU'LL DO
\n
We’re seeking an Implementation Manager to join our team and play a pivotal role in driving success for our Financial Services clients. This individual will be a problem-solver who thrives on tackling challenges across technical, workflow, and business domains. With a focus on delivering high-impact outcomes, you will manage multiple client projects, ensuring seamless deployments and integrations that align with client goals.
\n
This role is perfect for someone who thrives in customer-facing environments, with a strong passion for building relationships and delivering exceptional experiences. You must love working with customers and find joy in solving their most complex challenges.
\n
Your day-to-day
\n
Client Success & Project Management:
\n
\n- \n
Act as the technical point of contact for customer deployments, managing multiple workstreams across diverse teams.
\n \n- \n
Collaborate with clients to define success criteria, deployment milestones, and usage targets.
\n \n- \n
Manage projects end-to-end, ensuring alignment with client expectations and timely delivery.
\n \n
\n
Technical Leadership:
\n
\n- \n
Lead integration efforts, defining and deploying solutions that meet client-specific needs.
\n \n- \n
Serve as an escalation point for technical and integration-related challenges.
\n \n- \n
Work with product and engineering teams to test, document, and roll out new features to clients.
\n \n
\n
Collaboration & Enablement:
\n
\n- \n
Work with support teams to address and resolve complex customer issues.
\n \n- \n
Partner with cross-functional teams to translate client requirements into actionable technical solutions.
\n \n- \n
Simplify technical concepts to drive understanding and adoption among non-technical stakeholders.
\n \n
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n- \n
3+ years of experience in technical implementation or solutions delivery roles.
\n \n- \n
Strong project management skills with a proven ability to manage multiple concurrent projects.
\n \n- \n
Experience with SaaS platforms, APIs, and system integrations.
\n \n- \n
Excellent communication skills to engage both technical and non-technical stakeholders.
\n \n- \n
Outcome-oriented mindset, capable of prioritizing tasks to meet client objectives.
\n \n- \n
Thrives in a high-visibility, high-impact role and is comfortable managing competing priorities.
\n \n- \n
Enjoys problem-solving across varying domains, from technical integrations to business workflows.
\n \n- \n
Relishes collaborating with diverse teams to achieve shared success.
\n \n- \n
Exhibits strong customer-facing skills, with a high emotional intelligence (EQ) and a passion for working directly with clients.
\n \n
\n
Bonus qualifications
\n
\n- \n
Familiarity with Financial Services workflows and compliance requirements.
\n \n- \n
Technical experience with relational databases (e.g., PostgreSQL, MSSQL) or programming (e.g., JavaScript, Python).
\n \n- \n
Exposure to enterprise tools such as Salesforce, Office 365, Virtual Meeting Platforms, VoIP systems, REST APIs and BI tooling
\n \n
\n
\n
LOGISTICS
\n
The details
\n
\n- \n
Hybrid role - in office 3 days a week (we’re located in the amazing Fabrica building in RiNo)
\n \n- \n
First 60 days are fully in-office
\n \n- \n
Background and reference checks required as part of onboarding
\n \n
\n
Interview process:
\n
\n
Total estimated time: ~3 hours
\n
\n
COMPENSATION
\n
\n- \n
$80,000-$95,000 base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- \n
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n \n- \n
Dental: 99% covered - Guardian, $1,500 annual benefit
\n \n- \n
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n \n- \n
FSA: Zocks matches dollar-for-dollar up to $500/year
\n \n
\n
Time off
\n
\n- \n
Unlimited PTO
\n \n- \n
Paid sick time
\n \n- \n
11 paid holidays
\n \n
\n
Family
\n
\n
Financial
\n
\n
Everything else
\n
\n- \n
MacBook laptop + Google Workspace, Slack, and Zoom provided
\n \n- \n
Equity grant - details included as part of your offer
\n \n- \n
Growth opportunities for high performers after 6 months
\n \n- \n
Collaborative, low-ego culture with smart, kind teammates
\n \n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
Apply by September 15 | $80,000-$95,000 base + equity
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
WHAT YOU'LL DO
\n
We’re seeking an Implementation Manager to join our team and play a pivotal role in driving success for our Financial Services clients. This individual will be a problem-solver who thrives on tackling challenges across technical, workflow, and business domains. With a focus on delivering high-impact outcomes, you will manage multiple client projects, ensuring seamless deployments and integrations that align with client goals.
\n
This role is perfect for someone who thrives in customer-facing environments, with a strong passion for building relationships and delivering exceptional experiences. You must love working with customers and find joy in solving their most complex challenges.
\n
Your day-to-day
\n
Client Success & Project Management:
\n
\n- \n
Act as the technical point of contact for customer deployments, managing multiple workstreams across diverse teams.
\n \n- \n
Collaborate with clients to define success criteria, deployment milestones, and usage targets.
\n \n- \n
Manage projects end-to-end, ensuring alignment with client expectations and timely delivery.
\n \n
\n
Technical Leadership:
\n
\n- \n
Lead integration efforts, defining and deploying solutions that meet client-specific needs.
\n \n- \n
Serve as an escalation point for technical and integration-related challenges.
\n \n- \n
Work with product and engineering teams to test, document, and roll out new features to clients.
\n \n
\n
Collaboration & Enablement:
\n
\n- \n
Work with support teams to address and resolve complex customer issues.
\n \n- \n
Partner with cross-functional teams to translate client requirements into actionable technical solutions.
\n \n- \n
Simplify technical concepts to drive understanding and adoption among non-technical stakeholders.
\n \n
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n- \n
3+ years of experience in technical implementation or solutions delivery roles.
\n \n- \n
Strong project management skills with a proven ability to manage multiple concurrent projects.
\n \n- \n
Experience with SaaS platforms, APIs, and system integrations.
\n \n- \n
Excellent communication skills to engage both technical and non-technical stakeholders.
\n \n- \n
Outcome-oriented mindset, capable of prioritizing tasks to meet client objectives.
\n \n- \n
Thrives in a high-visibility, high-impact role and is comfortable managing competing priorities.
\n \n- \n
Enjoys problem-solving across varying domains, from technical integrations to business workflows.
\n \n- \n
Relishes collaborating with diverse teams to achieve shared success.
\n \n- \n
Exhibits strong customer-facing skills, with a high emotional intelligence (EQ) and a passion for working directly with clients.
\n \n
\n
Bonus qualifications
\n
\n- \n
Familiarity with Financial Services workflows and compliance requirements.
\n \n- \n
Technical experience with relational databases (e.g., PostgreSQL, MSSQL) or programming (e.g., JavaScript, Python).
\n \n- \n
Exposure to enterprise tools such as Salesforce, Office 365, Virtual Meeting Platforms, VoIP systems, REST APIs and BI tooling
\n \n
\n
\n
LOGISTICS
\n
The details
\n
\n- \n
Hybrid role - in office 3 days a week (we’re located in the amazing Fabrica building in RiNo)
\n \n- \n
First 60 days are fully in-office
\n \n- \n
Background and reference checks required as part of onboarding
\n \n
\n
Interview process:
\n
\n
Total estimated time: ~3 hours
\n
\n
COMPENSATION
\n
\n- \n
$80,000-$95,000 base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- \n
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n \n- \n
Dental: 99% covered - Guardian, $1,500 annual benefit
\n \n- \n
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n \n- \n
FSA: Zocks matches dollar-for-dollar up to $500/year
\n \n
\n
Time off
\n
\n- \n
Unlimited PTO
\n \n- \n
Paid sick time
\n \n- \n
11 paid holidays
\n \n
\n
Family
\n
\n
Financial
\n
\n
Everything else
\n
\n- \n
MacBook laptop + Google Workspace, Slack, and Zoom provided
\n \n- \n
Equity grant - details included as part of your offer
\n \n- \n
Growth opportunities for high performers after 6 months
\n \n- \n
Collaborative, low-ego culture with smart, kind teammates
\n \n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
As Manager, Customer Success you will own product utilization and value realization for Zocks' SMB customers which include advisors affiliated with large RIAs, broker-dealers, and other financial services firms. You will build and lead a high-caliber team of Product Success Specialists who accelerate Zocks users to activate their initial workflows and expand into new ones.
\n
You'll be both a builder and an operator: Recruiting and developing the team, and designing the playbooks and systems for them to grow. You'll partner closely with Product, Marketing, Sales and other teams to ensure SMB customers realize value from Zocks and you'll build the team to make it repeatable.
\n
Build and lead the Customer Success Specialists Team
\n
\n- Recruit, mentor, and manage a team, setting a high bar for customer engagement and product expertise
\n- Provide actionable feedback and create clear paths for growth.
\n- Track and drive key leading and lagging adoption metrics, and use those trends to develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.
\n
\n
Drive product adoption and utilization
\n
\n- Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation.
\n- Build a repeatable methodology to proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to help those customers drive deeper adoption.
\n- Partner with Sales and Account Management to identify expansion opportunities in existing customers.
\n
\n
Create scalable solutions
\n
\n- Develop one-to-many solutions that drive product education and activation based on patterns you identify in your teams' conversations with customers.
\n- Partner with Product to optimize our in-product UX and onboarding flows.
\n- Collaborate with Implementation & Marketing to create new scaled training and education content.
\n
\n
WHAT WE'RE LOOKING FOR
Requirements
\n
\n- 6+ years of experience in scale customer success, implementation, activation or similar, with 3+ years direct people leadership experience building and managing a team.
\n- Prior experience in a wealthtech/fintech company or financial services firm is a plus
\n- Creative, systematic thinker: You continuously think about how to scale or automate workstreams over time.
\n- Proactive problem solver: You identify trends and use them to uncover improvement opportunities and standardize best practices. You identify data and reporting that would uncover new insights and direct our approach.
\n- Builder mentality: You are adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment.
\n- Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement.
\n- Strong interest in AI and how it will transform wealth management and financial services.
\n
\n
LOGISTICS
The details
\n
\n- This role is based in the Denver area and requires a hybrid work schedule (2-3 days in office)
\n- Background and reference checks required as part of onboarding
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to four 45-min-1 hour video or in-office interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~4 hours
\n
COMPENSATION
\n
\n- $130,000-150,000K base salary
\n- Equity - we're all building this together
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
As Manager, Customer Success you will own product utilization and value realization for Zocks' SMB customers which include advisors affiliated with large RIAs, broker-dealers, and other financial services firms. You will build and lead a high-caliber team of Product Success Specialists who accelerate Zocks users to activate their initial workflows and expand into new ones.
\n
You'll be both a builder and an operator: Recruiting and developing the team, and designing the playbooks and systems for them to grow. You'll partner closely with Product, Marketing, Sales and other teams to ensure SMB customers realize value from Zocks and you'll build the team to make it repeatable.
\n
Build and lead the Customer Success Specialists Team
\n
\n- Recruit, mentor, and manage a team, setting a high bar for customer engagement and product expertise
\n- Provide actionable feedback and create clear paths for growth.
\n- Track and drive key leading and lagging adoption metrics, and use those trends to develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.
\n
\n
Drive product adoption and utilization
\n
\n- Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation.
\n- Build a repeatable methodology to proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to help those customers drive deeper adoption.
\n- Partner with Sales and Account Management to identify expansion opportunities in existing customers.
\n
\n
Create scalable solutions
\n
\n- Develop one-to-many solutions that drive product education and activation based on patterns you identify in your teams' conversations with customers.
\n- Partner with Product to optimize our in-product UX and onboarding flows.
\n- Collaborate with Implementation & Marketing to create new scaled training and education content.
\n
\n
WHAT WE'RE LOOKING FOR
Requirements
\n
\n- 6+ years of experience in scale customer success, implementation, activation or similar, with 3+ years direct people leadership experience building and managing a team.
\n- Prior experience in a wealthtech/fintech company or financial services firm is a plus
\n- Creative, systematic thinker: You continuously think about how to scale or automate workstreams over time.
\n- Proactive problem solver: You identify trends and use them to uncover improvement opportunities and standardize best practices. You identify data and reporting that would uncover new insights and direct our approach.
\n- Builder mentality: You are adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment.
\n- Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement.
\n- Strong interest in AI and how it will transform wealth management and financial services.
\n
\n
LOGISTICS
The details
\n
\n- This role is based in the Denver area and requires a hybrid work schedule (2-3 days in office)
\n- Background and reference checks required as part of onboarding
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to four 45-min-1 hour video or in-office interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~4 hours
\n
COMPENSATION
\n
\n- $130,000-150,000K base salary
\n- Equity - we're all building this together
\n
\n
\n
Apply by Sept 1 | $130,000-$150,000 base + equity
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
As Manager of Product Success you will own product utilization and value realization for Zocks’ SMB customers which include advisors affiliated with large RIAs, broker-dealers, and other financial services firms. You will build and lead a high-caliber team of Product Advisors who accelerate Zocks users to activate their initial workflows and expand into new ones.
\n
\n
You’ll be both a builder and an operator: Recruiting and developing the team, and designing the playbooks and systems for them to grow. You’ll partner closely with Product, Marketing, Sales and other teams to ensure SMB customers realize value from Zocks and you’ll build the team to make it repeatable.
\n
\n
Build and lead the Product Success Specialists Team
\n
\n- \n
Recruit, mentor, and manage a team, setting a high bar for customer engagement and product expertise
\n \n- \n
Provide actionable feedback and create clear paths for growth.
\n \n- \n
Track and drive key leading and lagging adoption metrics, and use those trends to develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.
\n \n
\n
Drive product adoption and utilization
\n
\n- \n
Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation.
\n \n- \n
Build a repeatable methodology to proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to help those customers drive deeper adoption.
\n \n- \n
Partner with Sales and Account Management to identify expansion opportunities in existing customers.
\n \n
\n
Create scalable solutions
\n
\n- \n
Develop one-to-many solutions that drive product education and activation based on patterns you identify in your teams’ conversations with customers.
\n \n- \n
Partner with Product to optimize our in-product UX and onboarding flows.
\n \n- \n
Collaborate with Implementation & Marketing to create new scaled training and education content.
\n \n
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n- \n
6+ years of experience in scale customer success, implementation, activation or similar, with 3+ years direct people leadership experience building and managing a team.
\n \n- \n
Prior experience in a wealthtech/fintech company or financial services firm is a plus
\n \n- \n
Creative, systematic thinker: You continuously think about how to scale or automate workstreams over time.
\n \n- \n
Proactive problem solver: You identify trends and use them to uncover improvement opportunities and standardize best practices. You identify data and reporting that would uncover new insights and direct our approach.
\n \n- \n
Builder mentality: You are adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment.
\n \n- \n
Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement.
\n \n- \n
Strong interest in AI and how it will transform wealth management and financial services.
\n \n
\n
\n
LOGISTICS
\n
The details
\n
\n
Interview process:
\n
\n
Total estimated time: ~4 hours
\n
\n
COMPENSATION
\n
\n- \n
$130,000-150,000K base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- \n
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n \n- \n
Dental: 99% covered - Guardian, $1,500 annual benefit
\n \n- \n
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n \n- \n
FSA: Zocks matches dollar-for-dollar up to $500/year
\n \n
\n
Time off
\n
\n- \n
Unlimited PTO
\n \n- \n
Paid sick time
\n \n- \n
11 paid holidays
\n \n
\n
Family
\n
\n
Financial
\n
\n
Everything else
\n
\n- \n
MacBook laptop + Google Workspace, Slack, and Zoom provided
\n \n- \n
Equity grant - details included as part of your offer
\n \n- \n
Growth opportunities for high performers after 6 months
\n \n- \n
Collaborative, low-ego culture with smart, kind teammates
\n \n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
Apply by Sept 1 | $130,000-$150,000 base + equity
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
As Manager of Product Success you will own product utilization and value realization for Zocks’ SMB customers which include advisors affiliated with large RIAs, broker-dealers, and other financial services firms. You will build and lead a high-caliber team of Product Advisors who accelerate Zocks users to activate their initial workflows and expand into new ones.
\n
\n
You’ll be both a builder and an operator: Recruiting and developing the team, and designing the playbooks and systems for them to grow. You’ll partner closely with Product, Marketing, Sales and other teams to ensure SMB customers realize value from Zocks and you’ll build the team to make it repeatable.
\n
\n
Build and lead the Product Success Specialists Team
\n
\n- \n
Recruit, mentor, and manage a team, setting a high bar for customer engagement and product expertise
\n \n- \n
Provide actionable feedback and create clear paths for growth.
\n \n- \n
Track and drive key leading and lagging adoption metrics, and use those trends to develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.
\n \n
\n
Drive product adoption and utilization
\n
\n- \n
Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation.
\n \n- \n
Build a repeatable methodology to proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to help those customers drive deeper adoption.
\n \n- \n
Partner with Sales and Account Management to identify expansion opportunities in existing customers.
\n \n
\n
Create scalable solutions
\n
\n- \n
Develop one-to-many solutions that drive product education and activation based on patterns you identify in your teams’ conversations with customers.
\n \n- \n
Partner with Product to optimize our in-product UX and onboarding flows.
\n \n- \n
Collaborate with Implementation & Marketing to create new scaled training and education content.
\n \n
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n- \n
6+ years of experience in scale customer success, implementation, activation or similar, with 3+ years direct people leadership experience building and managing a team.
\n \n- \n
Prior experience in a wealthtech/fintech company or financial services firm is a plus
\n \n- \n
Creative, systematic thinker: You continuously think about how to scale or automate workstreams over time.
\n \n- \n
Proactive problem solver: You identify trends and use them to uncover improvement opportunities and standardize best practices. You identify data and reporting that would uncover new insights and direct our approach.
\n \n- \n
Builder mentality: You are adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment.
\n \n- \n
Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement.
\n \n- \n
Strong interest in AI and how it will transform wealth management and financial services.
\n \n
\n
\n
LOGISTICS
\n
The details
\n
\n
Interview process:
\n
\n
Total estimated time: ~4 hours
\n
\n
COMPENSATION
\n
\n- \n
$130,000-150,000K base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- \n
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n \n- \n
Dental: 99% covered - Guardian, $1,500 annual benefit
\n \n- \n
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n \n- \n
FSA: Zocks matches dollar-for-dollar up to $500/year
\n \n
\n
Time off
\n
\n- \n
Unlimited PTO
\n \n- \n
Paid sick time
\n \n- \n
11 paid holidays
\n \n
\n
Family
\n
\n
Financial
\n
\n
Everything else
\n
\n- \n
MacBook laptop + Google Workspace, Slack, and Zoom provided
\n \n- \n
Equity grant - details included as part of your offer
\n \n- \n
Growth opportunities for high performers after 6 months
\n \n- \n
Collaborative, low-ego culture with smart, kind teammates
\n \n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
Our Denver team is growing! As Manager of Support, you lead the frontline team that is the face of Zocks to thousands of advisors every day. You'll manage our Enterprise and SMB Support Specialists — supported by a Support Team Lead — and own the operational engine that keeps ticket volume, responsiveness, and resolution quality at the most elite standard in the industry.
\n
You'll be our frontline team’s core operator: hiring and onboarding frontline teammates, predicting and managing volume, and maintaining the processes that let the team scale. You'll partner closely with the Director of Support, the Technical Support and Premium Support functions, and cross-functional teams to make excellent frontline Support repeatable.
\n
Performance & Reporting
\n
\n- Own and drive Support team KPIs: CSAT, responsiveness and resolution metrics, ticket volume trends, and subject-matter trends.
\n- Own and drive QA outcomes and Tier 1 escalation reporting for the frontline team.
\n
\n
Operations Management
\n
\n- Manage attendance: in-office commitment, punctuality, and PTO.
\n- Predict ticket volume and proactively dictate the assignment logic of daily Support work assignments across the team.
\n
\n
People Management
\n
\n- Serve as hiring manager for frontline Support teammates, facilitating the interview process end-to-end.
\n- Facilitate the onboarding curriculum for new Support teammates.
\n- Meet with teammates 1:1, deliver QA results, ensure teammates consistently perform above established thresholds, and provide guidance that bolsters career growth, goal attainment, and job satisfaction.
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n
\n- 1–3 years of direct people management experience (up to 5 years if coming from a team lead role) — ideally your first or second step into people leadership, and excited to take that next step
\n- A servant leader mindset — you see the role as making your team successful
\n- Strong critical thinking and problem-solving skills — you can break down an issue, walk through your reasoning, and land on a clear next step
\n- Clear, direct communicator, especially under pressure — comfortable in fast-paced, operationally demanding environments (restaurants, retail, startups, SaaS, or similar)
\n- Comfortable creating simple, clear processes as the team grows, and helping others adopt them without confusion
\n- A high commitment to candor and consistency in how you communicate with your team
\n- A hyper-index on service and user experience — the attitude that every user gets the most elite Support experience in the industry
\n- Willingness to be in our Denver office a minimum of 3 days per week — leadership presence is important to driving team culture
\n
\n
Bonus qualifications
\n
\n- Experience administering Intercom (Fin) and ChiliPiper
\n- Experience creating knowledgebase documentation
\n- General care and discretion handling sensitive customer information
\n- Recent Support experience as an IC or Manager
\n
\n
\n
LOGISTICS
\n
The details
\n
\n- Reports to the Director, Support.
\n- Hybrid role - in our Denver office a minimum of 3 days per week; consistent leadership presence is important to driving team culture.
\n- First 60 days are fully in-office.
\n- Background and reference checks required as part of onboarding.
\n
\n
Interview process
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references
\n
\n
COMPENSATION
\n
\n- $105,000 - $120,000 base salary
\n- Equity - we're all building this together
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
Our Denver team is growing! As Manager of Support, you lead the frontline team that is the face of Zocks to thousands of advisors every day. You'll manage our Enterprise and SMB Support Specialists — supported by a Support Team Lead — and own the operational engine that keeps ticket volume, responsiveness, and resolution quality at the most elite standard in the industry.
\n
You'll be our frontline team’s core operator: hiring and onboarding frontline teammates, predicting and managing volume, and maintaining the processes that let the team scale. You'll partner closely with the Director of Support, the Technical Support and Premium Support functions, and cross-functional teams to make excellent frontline Support repeatable.
\n
Performance & Reporting
\n
\n- Own and drive Support team KPIs: CSAT, responsiveness and resolution metrics, ticket volume trends, and subject-matter trends.
\n- Own and drive QA outcomes and Tier 1 escalation reporting for the frontline team.
\n
\n
Operations Management
\n
\n- Manage attendance: in-office commitment, punctuality, and PTO.
\n- Predict ticket volume and proactively dictate the assignment logic of daily Support work assignments across the team.
\n
\n
People Management
\n
\n- Serve as hiring manager for frontline Support teammates, facilitating the interview process end-to-end.
\n- Facilitate the onboarding curriculum for new Support teammates.
\n- Meet with teammates 1:1, deliver QA results, ensure teammates consistently perform above established thresholds, and provide guidance that bolsters career growth, goal attainment, and job satisfaction.
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n
\n- 1–3 years of direct people management experience (up to 5 years if coming from a team lead role) — ideally your first or second step into people leadership, and excited to take that next step
\n- A servant leader mindset — you see the role as making your team successful
\n- Strong critical thinking and problem-solving skills — you can break down an issue, walk through your reasoning, and land on a clear next step
\n- Clear, direct communicator, especially under pressure — comfortable in fast-paced, operationally demanding environments (restaurants, retail, startups, SaaS, or similar)
\n- Comfortable creating simple, clear processes as the team grows, and helping others adopt them without confusion
\n- A high commitment to candor and consistency in how you communicate with your team
\n- A hyper-index on service and user experience — the attitude that every user gets the most elite Support experience in the industry
\n- Willingness to be in our Denver office a minimum of 3 days per week — leadership presence is important to driving team culture
\n
\n
Bonus qualifications
\n
\n- Experience administering Intercom (Fin) and ChiliPiper
\n- Experience creating knowledgebase documentation
\n- General care and discretion handling sensitive customer information
\n- Recent Support experience as an IC or Manager
\n
\n
\n
LOGISTICS
\n
The details
\n
\n- Reports to the Director, Support.
\n- Hybrid role - in our Denver office a minimum of 3 days per week; consistent leadership presence is important to driving team culture.
\n- First 60 days are fully in-office.
\n- Background and reference checks required as part of onboarding.
\n
\n
Interview process
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references
\n
\n
COMPENSATION
\n
\n- $105,000 - $120,000 base salary
\n- Equity - we're all building this together
\n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
The Network Account Manager owns the execution and growth of Zocks’ Partner networks. Where the Senior Director of Strategic Partnerships sources new Partnership Agreements and builds executive champions, the Network Account Manager owns the realization of the partnership into adoption and execution within the network. You are the operator who executes on every commitment in the Partnership Agreement and drives bottom-up user growth across the partner’s advisor network.
\n
This role is a hybrid of an Account Manager and an Account Executive. Like an Account Manager, you are responsible for maintaining the relationship with an existing partner, while you must also exercise your sales skills to ensure that the network continues to grow. Your mandate is to maximize net-new advisor bookings and overall network penetration inside each network account.
\n
Key Responsibilities
\n
Partnership Onboarding & Handoff Ownership
\n
\n- Serve as the single-threaded owner of each assigned network partnership the moment the Partnership Agreement is signed and the Senior Director of Strategic Partnerships hands off the relationship.
\n- Run a structured handoff to inherit context on Home Office champions, early adopters, committed marketing activities, key contacts, and partnership goals.
\n- Build a partnership launch plan for each network with defined milestones, activation targets, and timelines for the first 90 days.
\n- Establish and maintain working relationships with the partner’s internal champions, practice management, marketing, and field-facing teams.
\n
\n
Partnership Agreement Execution
\n
\n- Own delivery of every Zocks obligation in the MPA, including discounted-rate coupon codes, partner-specific demo and onboarding scheduling, free-trial setup, and co-marketing deliverables.
\n- Coordinate and execute committed co-marketing activities such as joint webinars, newsletter placements, partner-website listings, and conference participation, partnering with the ABM and Marketing teams.
\n- Track commitment fulfillment against each agreement’s timeline (e.g., webinars within the first 60 and 180 days) and ensure Zocks meets every obligation on schedule.
\n- Act as the operational liaison ensuring the partner upholds their commitments, escalating to the Director of Strategic Partnerships when senior-level intervention is needed.
\n
\n
Bottoms-Up Adoption & Network Penetration
\n
\n- Drive advisor-level awareness and adoption across each network through field engagement, targeted outreach, group demos, and enablement sessions.
\n- Map the addressable advisor base within each network and build a penetration plan to systematically convert advisors into Subscribers.
\n- Equip internal champions with the messaging, assets, and momentum they need to advocate for Zocks across their advisor community.
\n- Run recurring webinars, office hours, and onboarding clinics that lower the barrier for advisors to start free trials and activate paid subscriptions.
\n- Monitor activation funnel metrics by network — coupon redemptions, trial starts, conversions — and intervene where adoption stalls.
\n
\n
Bookings & Expansion
\n
\n- Own net-new advisor bookings (Professional and Ultimate subscriptions) sourced within your assigned networks as your primary performance metric.
\n- Grow network penetration — the share of each network’s addressable advisors who have adopted Zocks — quarter over quarter.
\n- Identify and execute expansion within the network, including tier upgrades (Professional to Ultimate) and added seats across advisor practices.
\n- Generate and manage a pipeline of advisor opportunities within each network, forecasting expected bookings with accuracy.
\n- Partner with the SMB sales team to convert larger advisor practices and multi-advisor opportunities surfaced within the network.
\n
\n
Cross-Functional Alignment
\n
\n- Partner with the Director of Strategic Partnerships for clean handoffs, escalations, and renewal or expansion of the MPA itself at the Home Office level.
\n- Work with ABM and Marketing to design and execute co-branded campaigns, advisor outreach sequences, and field activation tailored to each network.
\n- Collaborate with the Account Management team to ensure advisors who subscribe receive high-quality onboarding and ongoing service.
\n- Partner with RevOps to track partner-sourced bookings, network penetration, and activation metrics in Salesforce.
\n- Share advisor and partner feedback with Product and Product Marketing to sharpen messaging and inform the roadmap.
\n
\n
\n
Qualifications
\n
\n- 3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment, with a proven track record of managing complex industry workflows and the end-to-end client lifecycle
\n- Background in wealth-tech, fintech, or regulated SaaS serving financial advisors
\n- Proven track record of generating net-new bookings and driving adoption within a defined book of accounts or partner networks
\n- Strong relationship-building skills with the ability to manage both executive-level champions and individual end users
\n- Comfortable owning execution of contractual commitments and coordinating cross-functional marketing and onboarding activities
\n- Confident running customer-facing webinars, demos, and group enablement sessions.
\n- Highly organized with strong operational discipline and the ability to manage multiple partnerships simultaneously
\n- Proficiency with Salesforce and partnership or pipeline tracking workflows
\n
\n
Preferred Experience
\n
\n- Experience executing channel or partner-marketing programs, including co-marketing, webinars, and field activation.
\n- Familiarity with advisor distribution ecosystems including broker-dealers, RIA networks, and enterprise platforms.
\n- Experience driving bottoms-up, product-led adoption within large or networked customer bases.
\n- Familiarity with Salesforce and SalesLoft.
\n
\n
\n
Logistics
\n
\n- Preference for Denver area but remote is also okay\n
\n- We are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n
\n \n- Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)
\n- Background and reference checks required as part of onboarding
\n
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
\n
Compensation
\n
\n- Base: $110,000 + Variable: $60,000 = On Target Earnings: $170,000
\n- Equity - we're all building this together
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
The Network Account Manager owns the execution and growth of Zocks’ Partner networks. Where the Senior Director of Strategic Partnerships sources new Partnership Agreements and builds executive champions, the Network Account Manager owns the realization of the partnership into adoption and execution within the network. You are the operator who executes on every commitment in the Partnership Agreement and drives bottom-up user growth across the partner’s advisor network.
\n
This role is a hybrid of an Account Manager and an Account Executive. Like an Account Manager, you are responsible for maintaining the relationship with an existing partner, while you must also exercise your sales skills to ensure that the network continues to grow. Your mandate is to maximize net-new advisor bookings and overall network penetration inside each network account.
\n
Key Responsibilities
\n
Partnership Onboarding & Handoff Ownership
\n
\n- Serve as the single-threaded owner of each assigned network partnership the moment the Partnership Agreement is signed and the Senior Director of Strategic Partnerships hands off the relationship.
\n- Run a structured handoff to inherit context on Home Office champions, early adopters, committed marketing activities, key contacts, and partnership goals.
\n- Build a partnership launch plan for each network with defined milestones, activation targets, and timelines for the first 90 days.
\n- Establish and maintain working relationships with the partner’s internal champions, practice management, marketing, and field-facing teams.
\n
\n
Partnership Agreement Execution
\n
\n- Own delivery of every Zocks obligation in the MPA, including discounted-rate coupon codes, partner-specific demo and onboarding scheduling, free-trial setup, and co-marketing deliverables.
\n- Coordinate and execute committed co-marketing activities such as joint webinars, newsletter placements, partner-website listings, and conference participation, partnering with the ABM and Marketing teams.
\n- Track commitment fulfillment against each agreement’s timeline (e.g., webinars within the first 60 and 180 days) and ensure Zocks meets every obligation on schedule.
\n- Act as the operational liaison ensuring the partner upholds their commitments, escalating to the Director of Strategic Partnerships when senior-level intervention is needed.
\n
\n
Bottoms-Up Adoption & Network Penetration
\n
\n- Drive advisor-level awareness and adoption across each network through field engagement, targeted outreach, group demos, and enablement sessions.
\n- Map the addressable advisor base within each network and build a penetration plan to systematically convert advisors into Subscribers.
\n- Equip internal champions with the messaging, assets, and momentum they need to advocate for Zocks across their advisor community.
\n- Run recurring webinars, office hours, and onboarding clinics that lower the barrier for advisors to start free trials and activate paid subscriptions.
\n- Monitor activation funnel metrics by network — coupon redemptions, trial starts, conversions — and intervene where adoption stalls.
\n
\n
Bookings & Expansion
\n
\n- Own net-new advisor bookings (Professional and Ultimate subscriptions) sourced within your assigned networks as your primary performance metric.
\n- Grow network penetration — the share of each network’s addressable advisors who have adopted Zocks — quarter over quarter.
\n- Identify and execute expansion within the network, including tier upgrades (Professional to Ultimate) and added seats across advisor practices.
\n- Generate and manage a pipeline of advisor opportunities within each network, forecasting expected bookings with accuracy.
\n- Partner with the SMB sales team to convert larger advisor practices and multi-advisor opportunities surfaced within the network.
\n
\n
Cross-Functional Alignment
\n
\n- Partner with the Director of Strategic Partnerships for clean handoffs, escalations, and renewal or expansion of the MPA itself at the Home Office level.
\n- Work with ABM and Marketing to design and execute co-branded campaigns, advisor outreach sequences, and field activation tailored to each network.
\n- Collaborate with the Account Management team to ensure advisors who subscribe receive high-quality onboarding and ongoing service.
\n- Partner with RevOps to track partner-sourced bookings, network penetration, and activation metrics in Salesforce.
\n- Share advisor and partner feedback with Product and Product Marketing to sharpen messaging and inform the roadmap.
\n
\n
\n
Qualifications
\n
\n- 3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment, with a proven track record of managing complex industry workflows and the end-to-end client lifecycle
\n- Background in wealth-tech, fintech, or regulated SaaS serving financial advisors
\n- Proven track record of generating net-new bookings and driving adoption within a defined book of accounts or partner networks
\n- Strong relationship-building skills with the ability to manage both executive-level champions and individual end users
\n- Comfortable owning execution of contractual commitments and coordinating cross-functional marketing and onboarding activities
\n- Confident running customer-facing webinars, demos, and group enablement sessions.
\n- Highly organized with strong operational discipline and the ability to manage multiple partnerships simultaneously
\n- Proficiency with Salesforce and partnership or pipeline tracking workflows
\n
\n
Preferred Experience
\n
\n- Experience executing channel or partner-marketing programs, including co-marketing, webinars, and field activation.
\n- Familiarity with advisor distribution ecosystems including broker-dealers, RIA networks, and enterprise platforms.
\n- Experience driving bottoms-up, product-led adoption within large or networked customer bases.
\n- Familiarity with Salesforce and SalesLoft.
\n
\n
\n
Logistics
\n
\n- Preference for Denver area but remote is also okay\n
\n- We are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n
\n \n- Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)
\n- Background and reference checks required as part of onboarding
\n
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
\n
Compensation
\n
\n- Base: $110,000 + Variable: $60,000 = On Target Earnings: $170,000
\n- Equity - we're all building this together
\n
\n
\n
Apply by September 15 | $70,000-$80,000 base + equity
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
About the Role
\n
If a messy supply closet physically bothers you, and you've never met a wobbly conference room chair you didn't immediately want to fix - keep reading.
\n
We're looking for an Office Manager to run our Denver office and be the person who makes it hum. You'll notice the wifi’s a bit spotty before it crashes. You'll know which vendor is starting to slip before anyone complains. You'll also lend a hand to our NY office remotely, so you'll be juggling more than one location and enjoy that kind of variety. Done well, this job is the reason people actually want to come into the office - that's the fun part.
\n
This is not a \"wait to be told what to do\" role. We need someone hungry, high-energy, and genuinely excited by the challenge of keeping a growing company running smoothly - this position reports into People Ops and is a real on-ramp into broader People Ops work for the right person.
\n
\n
What You'll Do
\n
\n- \n
Keep the Denver office running like clockwork - supplies, vendors, mail, deliveries, kitchen stock - so the workday never gets derailed by something you could've caught first
\n \n- \n
Make every visitor and client feel like they walked into a well-run operation, from sign-in through walking into a conference room that's already set up and ready to go
\n \n- \n
Be the first call when tech misbehaves - wifi drops, AV glitches, a printer with a mind of its own - and either fix it on the spot or chase the vendor until it's actually resolved
\n \n- \n
Be the friendly, responsive point of contact for our NY office - coordinating with local vendors, keeping supplies stocked, and making remote support feel just as fast as being down the hall
\n \n- \n
Make new hires' first day feel like a big deal - scheduling, shipping laptops, decorating their desk - so day one in partnership with People Ops actually sticks in their memory
\n \n- \n
Coordinate remote interviews and interview day logistics - scheduling candidates and being the first friendly face they see when they walk in
\n \n- \n
Own vendor relationships and contracts (cleaning, parking, catering, maintenance, security) - negotiate well, track the budget closely, and speak up the moment a number looks off
\n \n- \n
Spot what's about to go wrong before it does - the badge reader that's about to die, the vendor who's about to flake - and get ahead of it
\n \n- \n
Dream up and get creative with employee perks and everyday experience that make this a place people genuinely want to be
\n \n- \n
Denver is a company hub, so you may plan or support executive and leadership-level events and visits when they're in town
\n \n- \n
Lean into the natural overlap between events and People Ops - swag, internal events, and elevated experiences that build culture, connection, and morale
\n \n- \n
Raise your hand for ad hoc People Ops projects as you grow into the role
\n \n
\n
\n
What We're Looking For
\n
\n- \n
2+ years in office management, workplace operations, or a related coordination-heavy role, ideally at a startup or fast-paced environment
\n \n- \n
A true \"figure it out\" mentality - ownership and follow-through with minimal oversight, and you don't let something sit because it's not technically your job
\n \n- \n
Comfortable when priorities shift mid-morning and the plan changes - this role moves at startup speed, not a fixed routine
\n \n- \n
A genuine \"no task too small\" mentality - you'll grab a mop for a spill, move furniture five minutes before a meeting, or do whatever the day actually needs, without waiting to be asked
\n \n- \n
Comfortable troubleshooting basic IT/AV issues yourself before escalating (we're not looking for an IT background, just someone who won't be stumped by a wifi router)
\n \n- \n
Strong written communicator, comfortable owning office-wide announcements and vendor correspondence
\n \n- \n
Friendly, approachable, and calm under pressure - including with clients and executives on-site
\n \n- \n
Vendor management and basic negotiation experience; comfortable with budget tracking and cost-consciousness
\n \n- \n
Genuinely interested in growing into broader People Ops responsibilities over time
\n \n- \n
Able to be in the Denver office 5 days a week, full stop
\n \n
\n
\n
Bonus qualifications
\n
\n
\n
Logistics
\n
\n- \n
5 days a week in the office, 8am–5pm MT (occasional early starts to meet a caterer or set up for an on-site event)
\n \n- \n
Located in RiNo; parking provided for this role
\n \n- \n
Background and reference checks required as part of onboarding
\n \n
\n
\n
Interview process:
\n
\n
Total estimated time: ~4 hours
\n
\n
COMPENSATION
\n
\n- \n
$70,000-$80,000 base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- \n
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n \n- \n
Dental: 99% covered - Guardian, $1,500 annual benefit
\n \n- \n
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n \n- \n
FSA: Zocks matches dollar-for-dollar up to $500/year
\n \n
\n
Time off
\n
\n- \n
Unlimited PTO
\n \n- \n
Paid sick time
\n \n- \n
11 paid holidays
\n \n
\n
Family
\n
\n
Financial
\n
\n
Everything else
\n
\n- \n
MacBook laptop + Google Workspace, Slack, and Zoom provided
\n \n- \n
Equity grant - details included as part of your offer
\n \n- \n
Growth opportunities for high performers after 6 months
\n \n- \n
Collaborative, low-ego culture with smart, kind teammates
\n \n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
Apply by September 15 | $70,000-$80,000 base + equity
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
About the Role
\n
If a messy supply closet physically bothers you, and you've never met a wobbly conference room chair you didn't immediately want to fix - keep reading.
\n
We're looking for an Office Manager to run our Denver office and be the person who makes it hum. You'll notice the wifi’s a bit spotty before it crashes. You'll know which vendor is starting to slip before anyone complains. You'll also lend a hand to our NY office remotely, so you'll be juggling more than one location and enjoy that kind of variety. Done well, this job is the reason people actually want to come into the office - that's the fun part.
\n
This is not a \"wait to be told what to do\" role. We need someone hungry, high-energy, and genuinely excited by the challenge of keeping a growing company running smoothly - this position reports into People Ops and is a real on-ramp into broader People Ops work for the right person.
\n
\n
What You'll Do
\n
\n- \n
Keep the Denver office running like clockwork - supplies, vendors, mail, deliveries, kitchen stock - so the workday never gets derailed by something you could've caught first
\n \n- \n
Make every visitor and client feel like they walked into a well-run operation, from sign-in through walking into a conference room that's already set up and ready to go
\n \n- \n
Be the first call when tech misbehaves - wifi drops, AV glitches, a printer with a mind of its own - and either fix it on the spot or chase the vendor until it's actually resolved
\n \n- \n
Be the friendly, responsive point of contact for our NY office - coordinating with local vendors, keeping supplies stocked, and making remote support feel just as fast as being down the hall
\n \n- \n
Make new hires' first day feel like a big deal - scheduling, shipping laptops, decorating their desk - so day one in partnership with People Ops actually sticks in their memory
\n \n- \n
Coordinate remote interviews and interview day logistics - scheduling candidates and being the first friendly face they see when they walk in
\n \n- \n
Own vendor relationships and contracts (cleaning, parking, catering, maintenance, security) - negotiate well, track the budget closely, and speak up the moment a number looks off
\n \n- \n
Spot what's about to go wrong before it does - the badge reader that's about to die, the vendor who's about to flake - and get ahead of it
\n \n- \n
Dream up and get creative with employee perks and everyday experience that make this a place people genuinely want to be
\n \n- \n
Denver is a company hub, so you may plan or support executive and leadership-level events and visits when they're in town
\n \n- \n
Lean into the natural overlap between events and People Ops - swag, internal events, and elevated experiences that build culture, connection, and morale
\n \n- \n
Raise your hand for ad hoc People Ops projects as you grow into the role
\n \n
\n
\n
What We're Looking For
\n
\n- \n
2+ years in office management, workplace operations, or a related coordination-heavy role, ideally at a startup or fast-paced environment
\n \n- \n
A true \"figure it out\" mentality - ownership and follow-through with minimal oversight, and you don't let something sit because it's not technically your job
\n \n- \n
Comfortable when priorities shift mid-morning and the plan changes - this role moves at startup speed, not a fixed routine
\n \n- \n
A genuine \"no task too small\" mentality - you'll grab a mop for a spill, move furniture five minutes before a meeting, or do whatever the day actually needs, without waiting to be asked
\n \n- \n
Comfortable troubleshooting basic IT/AV issues yourself before escalating (we're not looking for an IT background, just someone who won't be stumped by a wifi router)
\n \n- \n
Strong written communicator, comfortable owning office-wide announcements and vendor correspondence
\n \n- \n
Friendly, approachable, and calm under pressure - including with clients and executives on-site
\n \n- \n
Vendor management and basic negotiation experience; comfortable with budget tracking and cost-consciousness
\n \n- \n
Genuinely interested in growing into broader People Ops responsibilities over time
\n \n- \n
Able to be in the Denver office 5 days a week, full stop
\n \n
\n
\n
Bonus qualifications
\n
\n
\n
Logistics
\n
\n- \n
5 days a week in the office, 8am–5pm MT (occasional early starts to meet a caterer or set up for an on-site event)
\n \n- \n
Located in RiNo; parking provided for this role
\n \n- \n
Background and reference checks required as part of onboarding
\n \n
\n
\n
Interview process:
\n
\n
Total estimated time: ~4 hours
\n
\n
COMPENSATION
\n
\n- \n
$70,000-$80,000 base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- \n
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n \n- \n
Dental: 99% covered - Guardian, $1,500 annual benefit
\n \n- \n
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n \n- \n
FSA: Zocks matches dollar-for-dollar up to $500/year
\n \n
\n
Time off
\n
\n- \n
Unlimited PTO
\n \n- \n
Paid sick time
\n \n- \n
11 paid holidays
\n \n
\n
Family
\n
\n
Financial
\n
\n
Everything else
\n
\n- \n
MacBook laptop + Google Workspace, Slack, and Zoom provided
\n \n- \n
Equity grant - details included as part of your offer
\n \n- \n
Growth opportunities for high performers after 6 months
\n \n- \n
Collaborative, low-ego culture with smart, kind teammates
\n \n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
About the role
\n
We're looking for a Recruiter to own full-cycle hiring across all of Zocks - from someone's very first job to a seasoned senior IC hire. You'll run the whole show, start to finish: posting the role, screening the applicants, wrangling the interview calendar, and getting people to a signed offer without anyone left wondering what happens next. This is a job for someone who likes momentum - juggling multiple open reqs, staying a step ahead of the process, and genuinely enjoying the choreography of it.
\n
What you'll do
\n
\n- Own full-cycle recruiting across the company - any level, any function, no search too small or too senior
\n- Screen inbound applicants and hand hiring managers a shortlist that actually saves them time
\n- Keep interviews, debriefs, and candidate communication running like a well-oiled machine
\n- Keep the ATS clean and current - your future self (and everyone else) will thank you
\n- Partner with hiring managers to unstick searches before they stall, calibrating what \"great\" looks like at every level
\n- Make every candidate feel like a priority, even when you're running fifteen searches at once
\n
\n
What We're Looking For
\n
\n- 3+ years of full-cycle recruiting experience across a range of levels and functions - you don't get thrown by a curveball
\n- The kind of organizational instincts that make juggling multiple searches look easy
\n- Communication and follow-through that candidates actually remember
\n- ATS fluency and comfort with structured interview processes
\n- A process-builder's mindset - you'd rather build a system once than solve the same problem five times
\n- A genuine sense of urgency paired with a calm, unflappable demeanor when five things are on fire at once
\n- Range - equally comfortable moving fast on volume and slowing down for nuance
\n
\n
Logistics
\n
\n- This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n- Background and reference checks required as part of onboarding
\n
\n
\n
Interview process
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
Compensation
\n
\n- Base salary $90K - $120K
\n- Equity - we're all building this together
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
About the role
\n
We're looking for a Recruiter to own full-cycle hiring across all of Zocks - from someone's very first job to a seasoned senior IC hire. You'll run the whole show, start to finish: posting the role, screening the applicants, wrangling the interview calendar, and getting people to a signed offer without anyone left wondering what happens next. This is a job for someone who likes momentum - juggling multiple open reqs, staying a step ahead of the process, and genuinely enjoying the choreography of it.
\n
What you'll do
\n
\n- Own full-cycle recruiting across the company - any level, any function, no search too small or too senior
\n- Screen inbound applicants and hand hiring managers a shortlist that actually saves them time
\n- Keep interviews, debriefs, and candidate communication running like a well-oiled machine
\n- Keep the ATS clean and current - your future self (and everyone else) will thank you
\n- Partner with hiring managers to unstick searches before they stall, calibrating what \"great\" looks like at every level
\n- Make every candidate feel like a priority, even when you're running fifteen searches at once
\n
\n
What We're Looking For
\n
\n- 3+ years of full-cycle recruiting experience across a range of levels and functions - you don't get thrown by a curveball
\n- The kind of organizational instincts that make juggling multiple searches look easy
\n- Communication and follow-through that candidates actually remember
\n- ATS fluency and comfort with structured interview processes
\n- A process-builder's mindset - you'd rather build a system once than solve the same problem five times
\n- A genuine sense of urgency paired with a calm, unflappable demeanor when five things are on fire at once
\n- Range - equally comfortable moving fast on volume and slowing down for nuance
\n
\n
Logistics
\n
\n- This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n- Background and reference checks required as part of onboarding
\n
\n
\n
Interview process
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
Compensation
\n
\n- Base salary $90K - $120K
\n- Equity - we're all building this together
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n\n
Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations\n
Implement practice management offering based on selected strategy and engagement\n
Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration\n
Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert\n\n
\n
Your day-to-day
\n
1. Enterprise Strategy & Executive Engagement
\n\n
Home Office Partnership: Serve as the practice management consultant to align Zocks with firm-level initiatives (e.g., organic growth, retention) across home office, branch, or regional leadership structures\n
Success Roadmapping: Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to target first, and define what \"success\" looks like at the organizational level\n
Feedback Loop: Act as the voice of the enterprise client to our Product team, surfacing critical feature needs\n\n
\n
2. Program Design & Scalable Content
\n\n
\"One-to-Many\" Enablement: Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinars\n
Content Architecture: Own the creation of high-level thought leadership and practice management assets, including \"Best Practice\" playbooks\n
Curriculum Development: Define learning paths and maturity models for different user personas\n\n
\n
3. In-Person Engagement
\n\n
Live Facilitation: Deliver in-person and virtual sessions tailored to each firm's advisors and producers\n
Industry Presence: Represent Zocks at industry conferences and firm-hosted events, delivering presentations on practice management and AI adoption\n
Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)\n\n
\n
WHAT WE'RE LOOKING FOR
\n
Experience & Expertise
\n\n
3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment, with a proven track record of managing complex industry workflows and the end-to-end client lifecycle\n
Deep familiarity with implementing scalable client processes and advisory-focused practice models\n
Program Management: Proven ability to build adoption programs and iterate on existing engagements; experience launching initiatives that impact high volume audiences.\n
Consultative Approach: Comfortable leading discovery workshops with stakeholders; able to diagnose operational inefficiencies (workflow, tech stack, staffing) and collaborate on a scalable solution\n
Strategic Storytelling: Able to take complex data or technical concepts and craft a narrative that drives action - summarizing at the leadership level while also comfortable working \"in the weeds\" as needed\n
Enterprise Fluency: Familiarity with the complex compliance, security, and integration requirements of large financial institutions, including CRM and wealth management technology platforms\n\n
\n
Working Style & Mindset
\n\n
A self-starter who takes ownership without waiting for detailed instructions - you dive in, figure it out, and course-correct as needed\n
Someone who is process-oriented by instinct but genuinely comfortable operating without a fully defined roadmap\n
Strong data analysis skills - comfort identifying patterns and translating data into clear, actionable recommendations\n
Confidence and presence presenting to groups, including senior stakeholders\n
Experience with CRM platforms in a banking or financial services context\n
Based in or able to work core hours aligned with Mountain, Central, or Eastern time zones, given our concentration of East Coast client firms\n\n
\n
Bonus qualifications
\n\n
Prior experience in a startup or high-growth environment\n
PMP or other relevant certifications - progress over perfection with enacting discipline \n
Fluency in wealth management technology platforms & data analysis\n\n
\n
LOGISTICS
\n
The details
\n\n
This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI \n
Background and reference checks required as part of onboarding\n\n
\n
Interview process:
\n\n
30-min recruiter screen \n
Up to three 30-45-min video \n
Offer pending references \n\n
Total estimated time: ~3 hours
\n
\n
COMPENSATION
\n\n
$150,000-$170,000 base salary\n
Equity - we're all building this together\n\n
\n
BENEFITS
\n
The full picture
\n
Health
\n\n
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)\n
Dental: 99% covered - Guardian, $1,500 annual benefit\n
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance\n
FSA: Zocks matches dollar-for-dollar up to $500/year\n\n
\n
Time off
\n\n
Unlimited PTO\n
Paid sick time\n
11 paid holidays\n\n
\n
Family
\n\n
Birthing parent: 12 weeks fully paid parental leave\n
Non-birthing parent: 6 weeks fully paid parental leave\n\n
\n
Financial
\n\n
401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds\n\n
\n
Everything else
\n\n
MacBook laptop + Google Workspace, Slack, and Zoom provided\n
Equity grant - details included as part of your offer\n
Growth opportunities for high performers after 6 months\n
Collaborative, low-ego culture with smart, kind teammates\n\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1743436111906,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role: We’re rapidly expanding and in need of a Senior DevOps Engineer to fully develop and manage our cloud infrastructure capabilities. We're looking for someone who can bring a wealth of knowledge and experience to elevate our cloud infrastructure, ensuring scalability, security, and efficiency to support our growing needs.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role: We’re rapidly expanding and in need of a Senior DevOps Engineer to fully develop and manage our cloud infrastructure capabilities. We're looking for someone who can bring a wealth of knowledge and experience to elevate our cloud infrastructure, ensuring scalability, security, and efficiency to support our growing needs.
","id":"59cd3eb5-fa13-4ac9-bb21-ec17f9ecdca7","lists":[{"text":"Key challenges you will work on every day:","content":"\nBuilding and managing an infrastructure with a heavy emphasis on being multi region\nOptimizing network topology for the best possible connectivity, latency and throughput for end users\nCreating and maintaining our delivery pipeline from the developer machines to production\nParticipate in a shared on-call rotation (shared equally in a team of 4-6) to support production systems. We focus on sustainable operations, low alert noise, and continuous reliability improvements.\n"},{"text":"Most of this applies to you:","content":"\nDeep understanding of AWS (EC2, Networking, RDS), ideally also some familiarity with Azure and GCP\nExpert understanding of Linux\nSolid scripting skills in one or more of the following languages: Python, Go, Java\nSolid knowledge of private and public networking (VPN, ISPs, Firewalls)\nProficiency in managing multi cluster container environments, preferably with Kubernetes\nExperience in building monitoring with valuable insights for operations, development and product\nExperience in building software delivery pipelines from PR to Deployment\nPreference for a solid understanding of immutable infrastructures and IaC tooling (Terraform)\nAnything you build can run in any environment from dev machines to public cloud and private data centers\n"},{"text":"Requirements:","content":"\n5+ years relevant experience (DevOps/Cloud Engineering)\nStrong English and Hungarian communication skills\nExperience working in complex technical organization across global offices/locations in an Agile environment\nExperience working with startups and AI technologies is an advantage\n"}],"text":"Senior DevOps Engineer","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"Why we're hiring for this role: We’re rapidly expanding and in need of a Senior DevOps Engineer to fully develop and manage our cloud infrastructure capabilities. We're looking for someone who can bring a wealth of knowledge and experience to elevate our cloud infrastructure, ensuring scalability, security, and efficiency to support our growing needs.
","descriptionBodyPlain":"Why we're hiring for this role: We’re rapidly expanding and in need of a Senior DevOps Engineer to fully develop and manage our cloud infrastructure capabilities. We're looking for someone who can bring a wealth of knowledge and experience to elevate our cloud infrastructure, ensuring scalability, security, and efficiency to support our growing needs.\n","hostedUrl":"https://jobs.lever.co/zocks/59cd3eb5-fa13-4ac9-bb21-ec17f9ecdca7","applyUrl":"https://jobs.lever.co/zocks/59cd3eb5-fa13-4ac9-bb21-ec17f9ecdca7/apply"},{"additionalPlain":"What we offer on top of our competitive base salary:\n-Premium Health Insurance\n-SZÉP-card\n-Your lunch is on us when you are in the office\n-L&D contribution\n-AYCM package\n-Employee equity program-Budapest pass (BKK)\n-Home office support-Loyalty program: extra PTO\n-Fully stacked office snacks\n \nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)\n \nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.\n","additional":"What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1775645061130,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role: We're rapidly expanding, and with that comes an increasing urgency to mature our security posture. Compliance readiness, and proactive risk management are becoming equally critical — this role will be a key driver of those efforts alongside infrastructure ownership. This could be a unique opportunity to have a big impact in owning security initiatives and establishing a strong security baseline at Zocks.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role: We're rapidly expanding, and with that comes an increasing urgency to mature our security posture. Compliance readiness, and proactive risk management are becoming equally critical — this role will be a key driver of those efforts alongside infrastructure ownership. This could be a unique opportunity to have a big impact in owning security initiatives and establishing a strong security baseline at Zocks.
","id":"53f0684f-41f0-44ea-a162-a1a232fe7f4b","lists":[{"text":"Key challenges you will work on every day:","content":"\n\n
Owning the full cloud infrastructure lifecycle across multi-region environments\nOwning and hardening the security perimeter across cloud and network boundaries\nTriaging and remediating findings from penetration tests and vulnerability scans in collaboration with external security partners\nCreating and maintaining our delivery pipeline from developer machines to production, including automated security checkpoints, secrets scanning, and dependency auditing.\nSupporting compliance initiatives (e.g. SOC 2, ISO 27001, NIST) through infrastructure controls, audit logging, and evidence collection\nOptimizing network topology for the best possible connectivity, latency and throughput for end users\n\n"},{"text":"What you need:","content":"\n6+ years relevant experience (DevOps/Security)\nDeep understanding of AWS security services (IAM, Security Hub, GuardDuty, SCPs, network ACLs)\nStrong knowledge of cloud security best practices\nExperience with network security (VPNs, firewalls, zero-trust architecture, ingress/egress protection)\nLinux hardening experience\nExperience with secrets management (Vault, AWS Secrets Manager)\nKnowledge of PKI / certificate lifecycle management\nExperience with compliance and audit requirements (SOC2, ISO27001, CIS Benchmarks)\nAbility to understand penetration testing findings and coordinate remediation efforts\nExperience with security incident response and risk prioritization\nFluent English and Hungarian language knowledge\n"},{"text":"Bonus points for:","content":"\nKubernetes security experience\nFamiliarity with runtime security tooling (Falco, Wiz, Crowdstrike)\nExperience reviewing Terraform / IaC security configurations\nExposure to Azure or GCP security\nPython or Go scripting skills\nExperience with container security scanning tools\nThreat modeling experience\nSecurity automation experience\n"}],"text":"Senior DevSecOps Engineer","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"Why we're hiring for this role: We're rapidly expanding, and with that comes an increasing urgency to mature our security posture. Compliance readiness, and proactive risk management are becoming equally critical — this role will be a key driver of those efforts alongside infrastructure ownership. This could be a unique opportunity to have a big impact in owning security initiatives and establishing a strong security baseline at Zocks.
","descriptionBodyPlain":"Why we're hiring for this role: We're rapidly expanding, and with that comes an increasing urgency to mature our security posture. Compliance readiness, and proactive risk management are becoming equally critical — this role will be a key driver of those efforts alongside infrastructure ownership. This could be a unique opportunity to have a big impact in owning security initiatives and establishing a strong security baseline at Zocks.\n","hostedUrl":"https://jobs.lever.co/zocks/53f0684f-41f0-44ea-a162-a1a232fe7f4b","applyUrl":"https://jobs.lever.co/zocks/53f0684f-41f0-44ea-a162-a1a232fe7f4b/apply"},{"additionalPlain":"What we offer on top of our competitive base salary:\n-Premium Health Insurance\n-SZÉP-card\n-Your lunch is on us when you are in the office\n-L&D contribution\n-AYCM package\n-Employee equity program-Budapest pass (BKK)\n-Home office support-Loyalty program: extra PTO\n-Fully stacked office snacks\n \nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)\n \nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.\n","additional":"What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1746003968045,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers.
","id":"fcf75010-65e7-49ef-a317-8e479908db02","lists":[{"text":"Key challenges you will work on every day:","content":"\nIntegrating the latest AI models into customer facing features and workflows at scale\nSolving complex problems and transform them into business solutions\nLeveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S and many more\nWorking on various customer-facing features and deeply technical projects that will both contribute to our long-term success\nWorking in an agile environment with a strong focus on well-structured code, testing, and continuous integration\nWorking closely with key stakeholders such as Product Managers, UX Designers and other development team members\nTaking part in all stages of development: investigate product increments’ technical feasibility and suggest implementation options and follow development lifecycle until releasing\nDesign and build tools and frameworks to automate development, testing deployment, management and monitoring of the company’s services and products\nGive a high level of attention to creating software and networking platforms free of faulty programming, design well-organized code\nPlan and scale distributed software and applications, applying synchronous and asynchronous design patterns, write code, and deliver with urgency and quality\nTrack, document, and maintain software and network system functionality—both internally and externally, leveraging opportunities to improve engineering productivity\n"},{"text":"Requirements:","content":"\n5+ years of experience with React and Python or comparable language (Java, Node.js) in developing, maintaining and deploying software\nSolid knowledge in cloud computing, especially AWS\nCapability to understand the codebase and drive assigned request to improve it, such as migrating it to modern frameworks\nExperience working in an agile development environment, preferably in a startup or dynamic tech company\nInterest in AI technology and staying abreast of the latest trends and advancements in the field is advantage\nStrong English and Hungarian communication skills\n"}],"text":"Senior Full Stack Engineer","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers.
","descriptionBodyPlain":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers.\n","hostedUrl":"https://jobs.lever.co/zocks/fcf75010-65e7-49ef-a317-8e479908db02","applyUrl":"https://jobs.lever.co/zocks/fcf75010-65e7-49ef-a317-8e479908db02/apply"},{"additionalPlain":"What we offer on top of our competitive base salary:\n-Premium Health Insurance\n-SZÉP-card\n-Your lunch is on us when you are in the office\n-L&D contribution\n-AYCM package\n-Employee equity program-Budapest pass (BKK)\n-Home office support-Loyalty program: extra PTO\n-Fully stacked office snacks\n \nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)\n \nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.\n","additional":"What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1784279858701,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role\nAs Zocks continues to scale, we're looking for a highly experienced Senior IT Infrastructure Engineer to take ownership of our internal IT infrastructure, security posture, and end-user computing environment.\nThis is not a traditional IT support role. We're looking for someone who enjoys designing, building, and continuously improving modern IT systems while remaining deeply hands-on. You'll define standards, automate wherever possible, and ensure our infrastructure is secure, scalable, and reliable as we grow.\nWhile you'll spend much of your time improving our infrastructure and processes, you'll also serve as the senior technical owner for complex IT issues. We believe great infrastructure engineers don't just build reliable systems—they stay close enough to day-to-day operations to continuously improve them.\n \nWhat You'll Own\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
\n
Why we're hiring for this role
\n
As Zocks continues to scale, we're looking for a highly experienced Senior IT Infrastructure Engineer to take ownership of our internal IT infrastructure, security posture, and end-user computing environment.
\n
This is not a traditional IT support role. We're looking for someone who enjoys designing, building, and continuously improving modern IT systems while remaining deeply hands-on. You'll define standards, automate wherever possible, and ensure our infrastructure is secure, scalable, and reliable as we grow.
\n
While you'll spend much of your time improving our infrastructure and processes, you'll also serve as the senior technical owner for complex IT issues. We believe great infrastructure engineers don't just build reliable systems—they stay close enough to day-to-day operations to continuously improve them.
\n
\n
What You'll Own
\n
\n\n
Design, build, and continuously improve Zocks' internal IT infrastructure\nStandardize and automate provisioning, onboarding, and device lifecycle management\nBuild scalable IT processes that reduce manual operational work\nEvaluate and implement modern infrastructure tools and best practices\nDrive continuous improvements across internal IT operations\n\n"},{"text":"Identity & Access Management","content":"\n\n
Own the complete user lifecycle across internal systems\nDesign and maintain secure SSO and identity management solutions\nImplement role-based access control (RBAC) and least-privilege principles\nContinuously review and improve access governance and security\n\n"},{"text":"Endpoint Management","content":"\n\n
Own MacBook and Windows device management using modern MDM platforms\nBuild secure baseline configurations and automated deployment workflows\nDefine compliance policies and endpoint hardening standards\nManage the hardware lifecycle from procurement through retirement\n\n"},{"text":"Network Infrastructure","content":"\n\n
Design, maintain, and optimize secure office networking\nMonitor performance, reliability, and availability\nTroubleshoot complex networking and connectivity issues\nContinuously improve network architecture and resilience\n\n"},{"text":"Security & Compliance","content":"\n\n
Drive a security-first approach across our internal infrastructure\nContinuously improve endpoint, identity, and network security\nOwn vulnerability management, patching, backups, and disaster recovery\nMonitor security events and proactively reduce operational risk\nSupport internal and external compliance initiatives and security best practices\n\n"},{"text":"Google Workspace & Collaboration","content":"\n\n
Own Google Workspace administration and security configuration\nManage users, groups, permissions, and collaboration tools\nImprove automation and integrations across our internal platforms\n\n"},{"text":"IT Operations & Support","content":"\n\n
Act as the senior technical escalation point for complex IT issues\nResolve infrastructure, endpoint, identity, and networking challenges when needed\nIdentify recurring issues and eliminate them through automation and process improvements\nContinuously improve the employee IT experience rather than simply resolving tickets\n\n"},{"text":"Vendor & Technology Management","content":"\n\n
Manage relationships with US-based IT vendors and service providers\nEvaluate new technologies and recommend improvements\nCoordinate procurement, renewals, and technical escalations\n\n"},{"text":"Documentation & Technical Leadership","content":"\n\n
Build and maintain high-quality technical documentation\nDefine operational standards and IT best practices\nShare knowledge and raise the technical maturity of our internal IT environment\n\n"},{"text":"Requirements","content":"\n5+ years of experience managing modern IT infrastructure\nStrong hands-on experience administering both macOS and Windows environments\nExperience with Identity & Access Management, SSO, and Zero Trust principles\nStrong experience with Google Workspace administration\nExperience with endpoint management platforms such as Jamf and/or Microsoft Intune\nSolid networking knowledge and strong troubleshooting skills\nStrong understanding of endpoint security, hardening, vulnerability management, and patch management\nExperience designing scalable IT processes and automating operational workflows\nComfortable balancing strategic infrastructure work with hands-on operational support\nStrong ownership mindset with exceptional attention to detail\nFluent English and Hungarian\n"},{"text":"Nice to Have","content":"\n\n
Experience in a startup or high-growth technology company\nExperience with scripting and automation (Bash, PowerShell, Python, Terraform, or similar)\nExperience with cloud identity platforms such as Okta or Microsoft Entra ID\nFamiliarity with security frameworks such as ISO 27001 or SOC 2\nInterest in AI and emerging technologies\n\n"}],"text":"Senior IT Infrastructure Engineer","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"\n
Why we're hiring for this role
\n
As Zocks continues to scale, we're looking for a highly experienced Senior IT Infrastructure Engineer to take ownership of our internal IT infrastructure, security posture, and end-user computing environment.
\n
This is not a traditional IT support role. We're looking for someone who enjoys designing, building, and continuously improving modern IT systems while remaining deeply hands-on. You'll define standards, automate wherever possible, and ensure our infrastructure is secure, scalable, and reliable as we grow.
\n
While you'll spend much of your time improving our infrastructure and processes, you'll also serve as the senior technical owner for complex IT issues. We believe great infrastructure engineers don't just build reliable systems—they stay close enough to day-to-day operations to continuously improve them.
\n
\n
What You'll Own
\n
What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1747914092566,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role: As our team expands, we’re looking for a Senior Mobile Engineer to help elevate our mobile application offering. You’ll bring technical expertise, fresh perspectives, and a passion for mobile innovation, contributing to a product that redefines productivity and efficiency for businesses.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role:
As our team expands, we’re looking for a Senior Mobile Engineer to help elevate our mobile application offering. You’ll bring technical expertise, fresh perspectives, and a passion for mobile innovation, contributing to a product that redefines productivity and efficiency for businesses.
","id":"4dea8576-f17f-4e38-bca6-430e8cc9565b","lists":[{"text":"Key challenges you will work on every day:","content":"\n\n
Architect, develop, and optimize high-performance client applications using Flutter\nOwn the delivery of customer-facing features with heavy involvement of frontier LLM models\nSolve complex technical challenges and translate them into seamless user experiences\nLeverage expertise in Flutter and Dart\nContribute to technical decisions that shape the evolution of our mobile architecture\nWorking in a lean environment with a strong focus on well-structured code, testing, and continuous integration\nWorking closely with key stakeholders such as Full-Stack Engineers, Product Managers, UX Designers, driving cross-team collaborations\nTaking part in all stages of development: investigate technical feasibility for new features and suggest implementation options and actively participate in development lifecycle until releasing\n\n"},{"text":"Requirements:","content":"\n\n
3+ years experience with Flutter, building customer facing mobile applications \nStrong proficiency in Dart, Flutter frameworks\nDeep understanding of Flutter's platform channel APIs\nExperience working with RESTful APIs, and third-party integrations\nSolid understanding of cloud computing, especially AWS\nCapability to analyze and improve existing codebases, ensuring efficiency and scalability\nPassion for writing well-structured, maintainable code with a focus on quality\nStrong problem-solving skills, with an ability to proactively identify and resolve issues\nExperience with CI/CD tools, automated testing, and deployment strategies\nA keen interest in AI-driven solutions and staying ahead of industry trends\nStrong English and Hungarian communication skills\n\n"},{"text":"It’s not a hard requirement, but it’s a plus:","content":"\n\n
Having hands-on experience with Bloc, GoRouter and GetIt\nExperience working with native code (Java/Kotlin, Swift)\nBeing able to understand Python/FastAPI codebases\n\n"}],"text":"Senior Mobile Developer (Flutter)","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"Why we're hiring for this role:
As our team expands, we’re looking for a Senior Mobile Engineer to help elevate our mobile application offering. You’ll bring technical expertise, fresh perspectives, and a passion for mobile innovation, contributing to a product that redefines productivity and efficiency for businesses.
","descriptionBodyPlain":"Why we're hiring for this role: As our team expands, we’re looking for a Senior Mobile Engineer to help elevate our mobile application offering. You’ll bring technical expertise, fresh perspectives, and a passion for mobile innovation, contributing to a product that redefines productivity and efficiency for businesses.\n","hostedUrl":"https://jobs.lever.co/zocks/4dea8576-f17f-4e38-bca6-430e8cc9565b","applyUrl":"https://jobs.lever.co/zocks/4dea8576-f17f-4e38-bca6-430e8cc9565b/apply"},{"additionalPlain":"What we offer on top of our competitive base salary:\n-Premium Health Insurance\n-SZÉP-card\n-Your lunch is on us when you are in the office\n-L&D contribution\n-AYCM package\n-Employee equity program-Budapest pass (BKK)\n-Home office support-Loyalty program: extra PTO\n-Fully stacked office snacks\n \nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)\n \nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.\n","additional":"What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Product Design","allLocations":["Budapest"]},"createdAt":1743434728389,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nAbout the Role\n \nWe're looking for a Senior Product Designer to join a small, focused design team working on complex problems. Our product sits at the intersection of AI, financial services, and enterprise software. Making that feel simple, reliable, and useful to the people who depend on it is the core design challenge.\n \nYou'll own a specific area of the platform end to end. That means understanding the problem deeply, making the calls, and being accountable for what ships. Our tech is complex and the constraints are real. Good design here comes from understanding the technology, not just wrapping it in a clean interface.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
About the Role
\n
\nWe're looking for a Senior Product Designer to join a small, focused design team working on complex problems. Our product sits at the intersection of AI, financial services, and enterprise software. Making that feel simple, reliable, and useful to the people who depend on it is the core design challenge.
\n
\nYou'll own a specific area of the platform end to end. That means understanding the problem deeply, making the calls, and being accountable for what ships. Our tech is complex and the constraints are real. Good design here comes from understanding the technology, not just wrapping it in a clean interface.
","id":"1bb02eb2-ba25-4d05-a1e2-985ef431a427","lists":[{"text":"To give you a sense of the problems you'll be working on, here are some recent projects:","content":"\nThe live meeting experience has to work without asking for attention. Advisors are in conversation with clients, and the interface needs to surface what matters in real time without pulling them out of the room.\nOur AI has to feel native across every platform a financial advisor touches. That means adapting the core experience to tools advisors already live in, without losing coherence or consistency.\nSentiment analysis from meetings is only useful if it's scannable in seconds. We're designing the surface layer that turns raw emotional signals into something advisors can act on quickly, without drowning in data.\nData sync has to feel invisible. When it breaks, advisors notice immediately. We're simplifying these flows so keeping information up to date stops being something users have to think about.\n"},{"text":"What You'll Do:","content":"\nOwn end-to-end design for a product area. You'll take a specific part of our platform from discovery through launch. That means defining the problem, exploring solutions, making trade-offs, and being accountable for the quality of what ships.\nGet deep into the technical details. Our AI does complex things. You'll work closely with engineers not to spec pixels but to understand what's actually possible, where the constraints are, and how to design from there.\nMake calls with incomplete signals. We work from a mix of customer interviews, internal feedback, and market signals. You'll develop instincts fast, know how to extract signals from whatever's available, and be confident making design decisions before all the answers are in.\nChoose the right approach for the moment. Sometimes a vibe-coded prototype gets you further than a polished Figma file. Sometimes a workshop beats a deck. You know when to go deep and when to move fast, and you pick the method that gets the team to a decision.\nBring leadership along. You'll present work to product, engineering, and leadership regularly. The job isn't just to defend decisions. It's to make the thinking visible so the right people can weigh in early.\nContribute to the design system. You'll help evolve our design system and establish patterns that scale, thinking in components and states, not just individual screens.\n"},{"text":"What You Need:","content":"\nAI product experience. You've designed AI-powered products before. You understand how to make intelligent, real-time systems feel useful and trustworthy to the people depending on them.\nAI tooling. You use LLMs to think through problems, surface edge cases, and move faster. You're comfortable enough in tools like Cursor or Claude Code to turn ideas into something tangible without waiting for engineering.\nProduct design experience. You've shipped complex B2B or enterprise products and understand the full design process from discovery to launch. Five or more years, and the portfolio that proves it.\nStrategic thinking. You've moved beyond executing designs to shaping what gets built. You can connect user needs to business goals and make a compelling case for design decisions that impact roadmaps.\nTechnical fluency. You can hold your own in technical discussions with engineers. You understand APIs, data flows, and system constraints well enough to design realistic solutions, not just beautiful impossibilities.\nComfort with ambiguity. You can prioritize effectively, ship iteratively, and keep the team aligned when things are still being figured out.\nDesign systems thinking. You've built or evolved a design system before. You know how to create scalable foundations without over-engineering them.\nFluent Hungarian and English language knowledge.\n"},{"text":"Bonus points for:","content":"\nBackground in startups or high-growth environments.\nExperience in fintech, wealthtech, or productivity tools.\nSome HTML/CSS or coding experience.\n"}],"text":"Senior Product Designer","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"About the Role
\n
\nWe're looking for a Senior Product Designer to join a small, focused design team working on complex problems. Our product sits at the intersection of AI, financial services, and enterprise software. Making that feel simple, reliable, and useful to the people who depend on it is the core design challenge.
\n
\nYou'll own a specific area of the platform end to end. That means understanding the problem deeply, making the calls, and being accountable for what ships. Our tech is complex and the constraints are real. Good design here comes from understanding the technology, not just wrapping it in a clean interface.
","descriptionBodyPlain":"About the Role\n \nWe're looking for a Senior Product Designer to join a small, focused design team working on complex problems. Our product sits at the intersection of AI, financial services, and enterprise software. Making that feel simple, reliable, and useful to the people who depend on it is the core design challenge.\n \nYou'll own a specific area of the platform end to end. That means understanding the problem deeply, making the calls, and being accountable for what ships. Our tech is complex and the constraints are real. Good design here comes from understanding the technology, not just wrapping it in a clean interface.\n","hostedUrl":"https://jobs.lever.co/zocks/1bb02eb2-ba25-4d05-a1e2-985ef431a427","applyUrl":"https://jobs.lever.co/zocks/1bb02eb2-ba25-4d05-a1e2-985ef431a427/apply"},{"additionalPlain":"What we offer on top of our competitive base salary:\n-Premium Health Insurance\n-SZÉP-card\n-Your lunch is on us when you are in the office\n-L&D contribution\n-AYCM package\n-Employee equity program-Budapest pass (BKK)\n-Home office support-Loyalty program: extra PTO\n-Fully stacked office snacks\n \nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)\n \nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.\n","additional":"What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Product Management","allLocations":["Budapest"]},"createdAt":1743430820407,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role: As we’re growing quickly, we need a Product Manager to help us shape and enhance our product offerings, someone who truly enjoys creating innovative solutions and addressing customer needs throughout the process.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role: As we’re growing quickly, we need a Product Manager to help us shape and enhance our product offerings, someone who truly enjoys creating innovative solutions and addressing customer needs throughout the process.
","id":"b7b5f189-63ee-4934-aa33-ff7096278030","lists":[{"text":"Key challenges you will work on every day:","content":"\nSetting the product vision and developing a dynamic, detailed product roadmap aligned with company goals in collaboration with key stakeholders and senior management \nConducting continuous market research and user feedback sessions to identify and solve customer pain points, adapting the product to meet market demands effectively\nPerforming ongoing competitive analysis to understand market trends, positioning, and opportunities for differentiation\nWorking closely with engineering, marketing, sales, and support teams to prioritize development efforts, marketing strategies, and customer support initiatives that drive product launches and market adoption \nLeveraging analytics, A/B testing, and user feedback to make informed product decisions. Regularly reviewing key performance indicators (KPIs) to measure product success and identify areas for improvement, ensuring a stellar customer experience.\n"},{"text":"Most of this applies to you:","content":"\nA self-starter who can create a product vision and strategy with a proven record of delivering on plans and achieving outcomes\nStrong analytical skills with ability to build sound business models to justify investments\nDeep user empathy and experience building software products based on user needs\nAbility to convey complex information to diverse audiences effectively\nStrong ability to influence and build alignment between different teams and functions\nExcellent written and verbal communication skills\nA scrappy, curious attitude\n"},{"text":"Requirements:","content":"\nAt least 5 years experience in Product Management, preferably gained at both startups and multinational companies in international environment\nExcellent English and Hungarian communication skills\nExperience working in complex technical organization across global offices/locations in an Agile environment\nExperience working with startups and AI technologies is an advantage\n"}],"text":"Senior Product Manager","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"Why we're hiring for this role: As we’re growing quickly, we need a Product Manager to help us shape and enhance our product offerings, someone who truly enjoys creating innovative solutions and addressing customer needs throughout the process.
","descriptionBodyPlain":"Why we're hiring for this role: As we’re growing quickly, we need a Product Manager to help us shape and enhance our product offerings, someone who truly enjoys creating innovative solutions and addressing customer needs throughout the process.\n","hostedUrl":"https://jobs.lever.co/zocks/b7b5f189-63ee-4934-aa33-ff7096278030","applyUrl":"https://jobs.lever.co/zocks/b7b5f189-63ee-4934-aa33-ff7096278030/apply"},{"additionalPlain":"What we offer on top of our competitive base salary:\n-Premium Health Insurance\n-SZÉP-card\n-Your lunch is on us when you are in the office\n-L&D contribution\n-AYCM package\n-Employee equity program-Budapest pass (BKK)\n-Home office support-Loyalty program: extra PTO\n-Fully stacked office snacks\n \nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)\n \nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.\n","additional":"What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1746003743496,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offering.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offering.
","id":"ac844c83-5b18-41b7-90dc-e2bf7b59449c","lists":[{"text":"Key challenges you will work on every day:","content":"\nIntegrating the latest AI models into customer facing features and workflows at scale\nSolving complex problems and transform them into business solutions\nLeveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S and many more\nWorking on various customer-facing features and deeply technical projects that will both contribute to our long-term success\nWorking in an agile environment with a strong focus on well-structured code, testing, and continuous integration\nWorking closely with key stakeholders such as Product Managers, UX Designers and other development team members\nTaking part in all stages of development: investigate product increments’ technical feasibility and suggest implementation options and follow development lifecycle until releasing\n"},{"text":"Most of this applies to you:","content":"\n5+ years of experience with Python or comparable language in developing, maintaining and deploying software;\nCapability to understand the codebase and drive assigned request to improve it, such as migrating it to modern frameworks and adding missing tests\nProactively find problems of existing system/product without guidance and offer solutions\nGive a high level of attention to creating software and networking platforms free of faulty programming, design well-organized code\nPlan and scale distributed software and applications, applying synchronous and asynchronous design patterns, write code, and deliver with urgency and quality\nTrack, document, and maintain software and network system functionality—both internally and externally, leveraging opportunities to improve engineering productivity\nDesign and build tools and frameworks to automate development, testing deployment, management and monitoring of the company’s 24x7 services and products\n"},{"text":"Requirements:","content":"\n5+ years of relevant software development experience\nStrong English and Hungarian communication skills\nFamiliarity with our technology stack: Python, K8S, React, MySQL, AWS\nExperience working in an agile development environment, preferably in a startup or dynamic tech company\nInterest in AI technology and staying abreast of the latest trends and advancements in the field is advantage\nStrong English and Hungarian communication skills\n"}],"text":"Senior Python Developer","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offering.
","descriptionBodyPlain":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offering.\n","hostedUrl":"https://jobs.lever.co/zocks/ac844c83-5b18-41b7-90dc-e2bf7b59449c","applyUrl":"https://jobs.lever.co/zocks/ac844c83-5b18-41b7-90dc-e2bf7b59449c/apply"},{"additionalPlain":"What we offer on top of our competitive base salary:\n-Premium Health Insurance\n-SZÉP-card\n-Your lunch is on us when you are in the office\n-L&D contribution\n-AYCM package\n-Employee equity program-Budapest pass (BKK)\n-Home office support-Loyalty program: extra PTO\n-Fully stacked office snacks\n \nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)\n \nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.\n","additional":"What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1743435777713,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offering\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offering
","id":"8cae24ca-2908-4e77-b556-0dabe11f17a3","lists":[{"text":"Key challenges you will work on every day:","content":"\nIntegrating the latest AI models into customer facing features and workflows at scale\nSolving complex problems and transform them into business solutions\nLeveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S and many more.\nWorking on various customer-facing features and deeply technical projects that will both contribute to our long-term success\nWorking in an agile environment with a strong focus on well-structured code, testing, and continuous integration\nWorking closely with key stakeholders such as Product Managers, UX Designers, QA and other development team members\nTaking part in all stages of development: investigate product increments’ technical feasibility and suggest implementation options and follow development lifecycle until releasing\n"},{"text":"Most of this applies to you:","content":"\n5+ years of experience with Python or comparable language in developing, maintaining and deploying software;\nCapability to understand the codebase and drive assigned request to improve it, such as migrating it to modern frameworks and adding missing tests\nProactively find problems of existing system/product without guidance and offer solutions\nGive a high level of attention to creating software and networking platforms free of faulty programming, design well-organized code\nPlan and scale distributed software and applications, applying synchronous and asynchronous design patterns, write code, and deliver with urgency and quality\nTrack, document, and maintain software and network system functionality—both internally and externally, leveraging opportunities to improve engineering productivity\nDesign and build tools and frameworks to automate development, testing deployment, management and monitoring of the company’s 24x7 services and products\n"},{"text":"Requirements:","content":"\n5+ years of relevant software development experience\nStrong English and Hungarian communication skills\nFamiliarity with our technology stack: Python, K8S, React, MySQL, AWS\nExperience working in an agile development environment, preferably in a startup or dynamic tech company\nInterest in AI technology and staying abreast of the latest trends and advancements in the field is advantage\n"}],"text":"Senior Software Engineer","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offering
","descriptionBodyPlain":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Software Engineer with at least 5 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offering\n","hostedUrl":"https://jobs.lever.co/zocks/8cae24ca-2908-4e77-b556-0dabe11f17a3","applyUrl":"https://jobs.lever.co/zocks/8cae24ca-2908-4e77-b556-0dabe11f17a3/apply"},{"additionalPlain":"BENEFITS\nThe full picture\nHealth\nMedical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)\nDental: 99% covered - Guardian, $1,500 annual benefit\nVision: 99% covered - Guardian/VSP, $150 frames & contacts allowance\nFSA: Zocks matches dollar-for-dollar up to $500/year\nTime off\nUnlimited PTO\nPaid sick time\n11 paid holidays\nFamily\nBirthing parent: 12 weeks fully paid parental leave\nNon-birthing parent: 6 weeks fully paid parental leave\nFinancial\n401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds\nEverything else\nMacBook laptop + Google Workspace, Slack, and Zoom provided\nEquity grant - details included as part of your offer\nGrowth opportunities for high performers after 6 months\nCollaborative, low-ego culture with smart, kind teammates\n\nEQUAL OPPORTUNITY\nZocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.\nWe may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.\n","additional":"\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
About the Role
\n
Great candidates aren't always looking for a job. That's exactly the problem we're hiring you to solve.
\n
We're looking for a Senior Sourcer to own outbound candidate strategy across our open roles - not a coordinator role, not a \"manage the inbound queue\" role. You'll build pipelines of passive candidates from scratch, run your own outreach campaigns, and partner directly with hiring managers and leadership on search strategy. Most of your day will be spent finding people who weren't thinking about a new job - and giving them a reason to start.
\n
If you've ever built a search from absolutely nothing - no shortlist, no warm leads, just a blank sheet and a hunch about where the right person might be hiding - this is your kind of problem.
\n
What You'll Do
\n
\n- Own outbound sourcing for any role - senior or otherwise - where the pipeline is thin or inbound alone isn't cutting it
\n- Hunt down passive candidates using Boolean search, X-ray search, LinkedIn Recruiter, and whatever other channel gets the job done
\n- Run high-volume, genuinely personalized outreach campaigns and stick with long sourcing cycles that don't pay off overnight
\n- Have real conversations with the candidates you find, to sort signal from noise before handing off to the hiring manager
\n- Partner directly with hiring managers and leadership to figure out where outbound effort matters most
\n- Be the first impression of Zocks for people who've never heard of us - and make it a good one
\n
\n
\n
What We're Looking For
\n
\n- 5+ years of sourcing experience, ideally from an agency, retained search firm, or an in-house team built around outbound
\n- Real fluency in Boolean/X-ray search and other passive-sourcing techniques - not just LinkedIn's built-in filters
\n- A track record of engaging and actually converting candidates who weren't looking
\n- Scrappiness - you don't wait for the perfect tool or a clean list; you figure out a way in
\n- Resourcefulness - when the obvious channel dries up, you find a less obvious one
\n- Comfort with a high volume of no's and silence - you treat it as data, not discouragement
\n- Adaptability - you can shift strategy mid-search when what you're doing isn't working
\n- Strong written communication - your outreach needs to stand out in a crowded inbox, not read like a template
\n- Full ownership mentality - you run a search end-to-end and don't need it handed to you in pieces
\n
\n
\n
\n
Logistics
\n
\n- This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n- Background and reference checks required as part of onboarding
\n
\n
\n
Interview Process
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
Compensation
\n
\n- Base salary $130K - $165K. Placement bonus for Director-level and above roles you source, paid after a 90-day retention milestone, regardless of where your day-to-day sourcing focus sits:\n
\n- Director: $5K
\n- VP: $10K
\n- C-suite/exec: $15K–$20K
\n
\n \n
\n
Total target compensation $160K - $190K depending on placement volume.
\n
\n- Equity - we're all building this together
\n
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
About the Role
\n
Great candidates aren't always looking for a job. That's exactly the problem we're hiring you to solve.
\n
We're looking for a Senior Sourcer to own outbound candidate strategy across our open roles - not a coordinator role, not a \"manage the inbound queue\" role. You'll build pipelines of passive candidates from scratch, run your own outreach campaigns, and partner directly with hiring managers and leadership on search strategy. Most of your day will be spent finding people who weren't thinking about a new job - and giving them a reason to start.
\n
If you've ever built a search from absolutely nothing - no shortlist, no warm leads, just a blank sheet and a hunch about where the right person might be hiding - this is your kind of problem.
\n
What You'll Do
\n
\n- Own outbound sourcing for any role - senior or otherwise - where the pipeline is thin or inbound alone isn't cutting it
\n- Hunt down passive candidates using Boolean search, X-ray search, LinkedIn Recruiter, and whatever other channel gets the job done
\n- Run high-volume, genuinely personalized outreach campaigns and stick with long sourcing cycles that don't pay off overnight
\n- Have real conversations with the candidates you find, to sort signal from noise before handing off to the hiring manager
\n- Partner directly with hiring managers and leadership to figure out where outbound effort matters most
\n- Be the first impression of Zocks for people who've never heard of us - and make it a good one
\n
\n
\n
What We're Looking For
\n
\n- 5+ years of sourcing experience, ideally from an agency, retained search firm, or an in-house team built around outbound
\n- Real fluency in Boolean/X-ray search and other passive-sourcing techniques - not just LinkedIn's built-in filters
\n- A track record of engaging and actually converting candidates who weren't looking
\n- Scrappiness - you don't wait for the perfect tool or a clean list; you figure out a way in
\n- Resourcefulness - when the obvious channel dries up, you find a less obvious one
\n- Comfort with a high volume of no's and silence - you treat it as data, not discouragement
\n- Adaptability - you can shift strategy mid-search when what you're doing isn't working
\n- Strong written communication - your outreach needs to stand out in a crowded inbox, not read like a template
\n- Full ownership mentality - you run a search end-to-end and don't need it handed to you in pieces
\n
\n
\n
\n
Logistics
\n
\n- This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n- Background and reference checks required as part of onboarding
\n
\n
\n
Interview Process
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
Compensation
\n
\n- Base salary $130K - $165K. Placement bonus for Director-level and above roles you source, paid after a 90-day retention milestone, regardless of where your day-to-day sourcing focus sits:\n
\n- Director: $5K
\n- VP: $10K
\n- C-suite/exec: $15K–$20K
\n
\n \n
\n
Total target compensation $160K - $190K depending on placement volume.
\n
\n- Equity - we're all building this together
\n
\n
\n
What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1743434401653,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role: As we continue to grow and evolve, we're seeking an Senior Software Engineering Manager with at least 7 years of experience in Software Engineering and 2 years in Leadership to to lead and mentor our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers, utilizing cutting-edge technologies and agile methodologies.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role: As we continue to grow and evolve, we're seeking an Senior Software Engineering Manager with at least 7 years of experience in Software Engineering and 2 years in Leadership to to lead and mentor our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers, utilizing cutting-edge technologies and agile methodologies.
","id":"09bed344-38ed-4bd1-8e6b-5d92fa70eee3","lists":[{"text":"Key challenges you will work on every day:","content":"\nLead complex technical and strategic initiatives to drive optimized delivery.\nMentor and coach team members, supporting their professional development, setting goals, and providing constructive feedback.\nEngage in designing, coding, reviewing, and testing features in alignment with agile practices.\nInfluence the architectural direction of products, including the design and delivery of prototypes.\nSolving complex problems and transforming them into business solutions.\nLeveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S, Terraform and many more. \nWorking on various customer-facing features and deeply technical projects that will both contribute to our long-term success\nEffectively communicate delivery status and technical strategies to internal and external stakeholders\n"},{"text":"Requirements:","content":"\nOver 7 years of software engineering experience, with at least 2 years in a managerial role within an agile environment.\nTech lead role, still hands-on, able to guide the team regarding technical questions.\nProactively find problems of existing system/product and offer solutions.\nStrong English and Hungarian communication skills.\nFamiliarity with our technology stack: Python, K8S, React, TS, MySQL, AWS.\nExperience working in B2B SaaS and agile development environments, preferably in a startup or dynamic tech company.\nExperience in leading complex technical initiatives involving multiple stakeholders.\nStrong commitment to process improvement and knowledge sharing.\nInterest in AI technology and staying abreast of the latest trends and advancements in the field is an advantage.\n"}],"text":"Software Engineering Manager","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking an Senior Software Engineering Manager with at least 7 years of experience in Software Engineering and 2 years in Leadership to to lead and mentor our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers, utilizing cutting-edge technologies and agile methodologies.
","descriptionBodyPlain":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking an Senior Software Engineering Manager with at least 7 years of experience in Software Engineering and 2 years in Leadership to to lead and mentor our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers, utilizing cutting-edge technologies and agile methodologies.\n","hostedUrl":"https://jobs.lever.co/zocks/09bed344-38ed-4bd1-8e6b-5d92fa70eee3","applyUrl":"https://jobs.lever.co/zocks/09bed344-38ed-4bd1-8e6b-5d92fa70eee3/apply"},{"additional":"","additionalPlain":"","categories":{"commitment":"Full-time","location":"Denver","team":"Strategy","allLocations":["Denver"]},"createdAt":1775577127417,"descriptionPlain":"Solutions Engineer\nApply by Sept 15 | $120,000-$135,000 base + equity\n \nTHE OPPORTUNITY\nJoin a team that’s changing financial services\nZocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.\nWe're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.\n \nWHO YOU ARE\nThe SHARC in the room\nAt Zocks, we hire for SHARC - five qualities that define how our best people work and win together.\nS - Sharp\nYou move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.\nH - Hungry\nYou're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.\nA - Adaptable\nStartup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.\nR - Resilient\nBuilding something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.\nC - Curious\nYou ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.\n \nWHAT YOU'LL DO\nThe majority of your time will be spent working directly with our clients: understanding their workflows, earning the trust of their technical and business teams, and guiding them to get maximum value from the Zocks platform.\nYou'll need to stay on the cutting edge of what's possible with our software to translate that capability into solutions that work in the real world. You're the bridge between what Zocks can do and what customers actually need.\nYou will lead complex enterprise deployments from kickoff through adoption and expansion, drive integrations hands-on, and ensure customers go live fast and see measurable outcomes. You'll operate at the intersection of Product, Engineering, and Customer Success. Turning ambiguity into execution and strategy into shipped results.\nYou should love working directly with customers, thrive in fast-moving environments, and get energy from solving hard problems.\nZocks AI is at the forefront of AI-powered transformation in compliance-sensitive industries. You'll shape how customers experience our product, influence roadmap decisions, and directly impact retention and growth.\nIf you move fast, think strategically, execute relentlessly, and genuinely enjoy solving complex customer problems, we want to talk.\nYour day-to-day\nLead multiple concurrent engagements with full accountability for timelines, scope, and outcomes.\nConduct discovery, qualification, technical demos, and proof of value workshops with prospective customers.\nArchitect and execute API integrations across client systems and third-party tools, including proof of concept integrations as needed.\nMaintain customer sandbox environments and establish best practices for working with the product.\nSet and track measurable success metrics (adoption, usage, workflow impact).\nTroubleshoot complex integration issues directly and serve as the senior escalation point for technical blockers.\nBuild trust with technical and non-technical stakeholders by deeply understanding customer workflows and speaking their language.\nWin technical evaluations by handling objections, providing solutions or workarounds, and demonstrating clearly why Zocks is the right fit.\nPush customers toward best practices while adapting to real-world constraints and identifying expansion opportunities.\nAdvocate for the customer internally by sharing feedback with appropriate teams.\n \nWHAT WE'RE LOOKING FOR\nRequirements\n3+ years in SaaS implementation, solutions engineering, solutions architecture, or technical delivery roles.\nExperience leading complex, multi-stakeholder deployments with Financial Services or other regulated industries.\nStrong API and systems integration experience comfortable reading logs, troubleshooting integrations, and writing code.\nBuilder credibility: you speak the language of engineers and have the presence to earn trust across technical and non technical teams.\nExcellent communication skills equally strong with engineers and executives.\nHighly organized but adaptable, able to juggle competing priorities without losing momentum.\nDeep ownership mindset: you don't wait for problems to solve themselves.\nBonus qualifications\nFamiliarity with compliance-sensitive or Financial Services workflows.\nExperience with relational databases (PostgreSQL, MySQL).\nWorking knowledge of JavaScript or Python.\nExperience integrating with Salesforce, Office 365, virtual meeting platforms, VoIP systems, and BI tools.\nPassion for making powerful technology genuinely useful and impactful for the people using it.\n \nLOGISTICS\nThe details\nHybrid role - report to our Denver office at least 50% of working time\nFirst 60 days are fully in-office\nBackground and reference checks required as part of onboarding\nInterview process: \n30-min recruiter screen \nUp to three 30-45-min video or onsite interviews\nOffer pending references. \nTotal estimated time: ~3 hours\n \nCOMPENSATION\n$120,000-$135,000 base salary\nEquity - we're all building this together\n \nBENEFITS\nThe full picture\nHealth\nMedical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)\nDental: 99% covered - Guardian, $1,500 annual benefit\nVision: 99% covered - Guardian/VSP, $150 frames & contacts allowance\nFSA: Zocks matches dollar-for-dollar up to $500/year\nTime off\nUnlimited PTO\nPaid sick time\n11 paid holidays\nFamily\nBirthing parent: 12 weeks fully paid parental leave\nNon-birthing parent: 6 weeks fully paid parental leave\nFinancial\n401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds\nEverything else\nMacBook laptop + Google Workspace, Slack, and Zoom provided\nEquity grant - details included as part of your offer\nGrowth opportunities for high performers after 6 months\nCollaborative, low-ego culture with smart, kind teammates\n \nEQUAL OPPORTUNITY\nZocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.\nWe may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.\n","description":"\n
Solutions Engineer
\n
Apply by Sept 15 | $120,000-$135,000 base + equity
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
The majority of your time will be spent working directly with our clients: understanding their workflows, earning the trust of their technical and business teams, and guiding them to get maximum value from the Zocks platform.
\n
You'll need to stay on the cutting edge of what's possible with our software to translate that capability into solutions that work in the real world. You're the bridge between what Zocks can do and what customers actually need.
\n
You will lead complex enterprise deployments from kickoff through adoption and expansion, drive integrations hands-on, and ensure customers go live fast and see measurable outcomes. You'll operate at the intersection of Product, Engineering, and Customer Success. Turning ambiguity into execution and strategy into shipped results.
\n
You should love working directly with customers, thrive in fast-moving environments, and get energy from solving hard problems.
\n
Zocks AI is at the forefront of AI-powered transformation in compliance-sensitive industries. You'll shape how customers experience our product, influence roadmap decisions, and directly impact retention and growth.
\n
If you move fast, think strategically, execute relentlessly, and genuinely enjoy solving complex customer problems, we want to talk.
\n
Your day-to-day
\n
\n- Lead multiple concurrent engagements with full accountability for timelines, scope, and outcomes.
\n- Conduct discovery, qualification, technical demos, and proof of value workshops with prospective customers.
\n- Architect and execute API integrations across client systems and third-party tools, including proof of concept integrations as needed.
\n- Maintain customer sandbox environments and establish best practices for working with the product.
\n- Set and track measurable success metrics (adoption, usage, workflow impact).
\n- Troubleshoot complex integration issues directly and serve as the senior escalation point for technical blockers.
\n- Build trust with technical and non-technical stakeholders by deeply understanding customer workflows and speaking their language.
\n- Win technical evaluations by handling objections, providing solutions or workarounds, and demonstrating clearly why Zocks is the right fit.
\n- Push customers toward best practices while adapting to real-world constraints and identifying expansion opportunities.
\n- Advocate for the customer internally by sharing feedback with appropriate teams.
\n
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n- 3+ years in SaaS implementation, solutions engineering, solutions architecture, or technical delivery roles.
\n- Experience leading complex, multi-stakeholder deployments with Financial Services or other regulated industries.
\n- Strong API and systems integration experience comfortable reading logs, troubleshooting integrations, and writing code.
\n- Builder credibility: you speak the language of engineers and have the presence to earn trust across technical and non technical teams.
\n- Excellent communication skills equally strong with engineers and executives.
\n- Highly organized but adaptable, able to juggle competing priorities without losing momentum.
\n- Deep ownership mindset: you don't wait for problems to solve themselves.
\n
\n
Bonus qualifications
\n
\n- Familiarity with compliance-sensitive or Financial Services workflows.
\n- Experience with relational databases (PostgreSQL, MySQL).
\n- Working knowledge of JavaScript or Python.
\n- Experience integrating with Salesforce, Office 365, virtual meeting platforms, VoIP systems, and BI tools.
\n- Passion for making powerful technology genuinely useful and impactful for the people using it.
\n
\n
\n
LOGISTICS
\n
The details
\n
\n- Hybrid role - report to our Denver office at least 50% of working time
\n- First 60 days are fully in-office
\n- Background and reference checks required as part of onboarding
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
COMPENSATION
\n
\n- $120,000-$135,000 base salary
\n- Equity - we're all building this together
\n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
Solutions Engineer
\n
Apply by Sept 15 | $120,000-$135,000 base + equity
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
WHAT YOU'LL DO
\n
The majority of your time will be spent working directly with our clients: understanding their workflows, earning the trust of their technical and business teams, and guiding them to get maximum value from the Zocks platform.
\n
You'll need to stay on the cutting edge of what's possible with our software to translate that capability into solutions that work in the real world. You're the bridge between what Zocks can do and what customers actually need.
\n
You will lead complex enterprise deployments from kickoff through adoption and expansion, drive integrations hands-on, and ensure customers go live fast and see measurable outcomes. You'll operate at the intersection of Product, Engineering, and Customer Success. Turning ambiguity into execution and strategy into shipped results.
\n
You should love working directly with customers, thrive in fast-moving environments, and get energy from solving hard problems.
\n
Zocks AI is at the forefront of AI-powered transformation in compliance-sensitive industries. You'll shape how customers experience our product, influence roadmap decisions, and directly impact retention and growth.
\n
If you move fast, think strategically, execute relentlessly, and genuinely enjoy solving complex customer problems, we want to talk.
\n
Your day-to-day
\n
\n- Lead multiple concurrent engagements with full accountability for timelines, scope, and outcomes.
\n- Conduct discovery, qualification, technical demos, and proof of value workshops with prospective customers.
\n- Architect and execute API integrations across client systems and third-party tools, including proof of concept integrations as needed.
\n- Maintain customer sandbox environments and establish best practices for working with the product.
\n- Set and track measurable success metrics (adoption, usage, workflow impact).
\n- Troubleshoot complex integration issues directly and serve as the senior escalation point for technical blockers.
\n- Build trust with technical and non-technical stakeholders by deeply understanding customer workflows and speaking their language.
\n- Win technical evaluations by handling objections, providing solutions or workarounds, and demonstrating clearly why Zocks is the right fit.
\n- Push customers toward best practices while adapting to real-world constraints and identifying expansion opportunities.
\n- Advocate for the customer internally by sharing feedback with appropriate teams.
\n
\n
\n
WHAT WE'RE LOOKING FOR
\n
Requirements
\n
\n- 3+ years in SaaS implementation, solutions engineering, solutions architecture, or technical delivery roles.
\n- Experience leading complex, multi-stakeholder deployments with Financial Services or other regulated industries.
\n- Strong API and systems integration experience comfortable reading logs, troubleshooting integrations, and writing code.
\n- Builder credibility: you speak the language of engineers and have the presence to earn trust across technical and non technical teams.
\n- Excellent communication skills equally strong with engineers and executives.
\n- Highly organized but adaptable, able to juggle competing priorities without losing momentum.
\n- Deep ownership mindset: you don't wait for problems to solve themselves.
\n
\n
Bonus qualifications
\n
\n- Familiarity with compliance-sensitive or Financial Services workflows.
\n- Experience with relational databases (PostgreSQL, MySQL).
\n- Working knowledge of JavaScript or Python.
\n- Experience integrating with Salesforce, Office 365, virtual meeting platforms, VoIP systems, and BI tools.
\n- Passion for making powerful technology genuinely useful and impactful for the people using it.
\n
\n
\n
LOGISTICS
\n
The details
\n
\n- Hybrid role - report to our Denver office at least 50% of working time
\n- First 60 days are fully in-office
\n- Background and reference checks required as part of onboarding
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
COMPENSATION
\n
\n- $120,000-$135,000 base salary
\n- Equity - we're all building this together
\n
\n
\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Product Design","allLocations":["Budapest"]},"createdAt":1764063361070,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nAbout the Role\nYou'll be the first Staff Product Designer at Zocks. That means two things simultaneously: doing the work and building the practice. There's no playbook for what this level looks like here yet. You'll help write it. That requires earning trust, demonstrating value in ways that are visible to leadership, and navigating ambiguity that goes beyond any individual project. If that sounds like a challenge you'd lean into rather than away from, this role is for you.\n\nThis comes with real strategic ownership, direct partnership with leadership, and the autonomy to drive initiatives that shape our product and design culture. If you're a senior IC who wants strategic influence without direct reports, this is the role. You'll lead through craft, systems thinking, and mentorship, not headcount.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
About the Role
\nYou'll be the first Staff Product Designer at Zocks. That means two things simultaneously: doing the work and building the practice. There's no playbook for what this level looks like here yet. You'll help write it. That requires earning trust, demonstrating value in ways that are visible to leadership, and navigating ambiguity that goes beyond any individual project. If that sounds like a challenge you'd lean into rather than away from, this role is for you.
\n
This comes with real strategic ownership, direct partnership with leadership, and the autonomy to drive initiatives that shape our product and design culture. If you're a senior IC who wants strategic influence without direct reports, this is the role. You'll lead through craft, systems thinking, and mentorship, not headcount.
","id":"3fcc8fdc-9a83-4c9b-8baf-7a8cadb95264","lists":[{"text":"To give you a better sense of what you'll be working on, here are some recent UX challenges we've been tackling:","content":"\nPresence and capture are in conflict. Advisors need to stay fully engaged with their clients, but our AI needs their attention to be useful. We're reimagining the live meeting experience to make that tension invisible to the user.\nSmall screen, high stakes. Advisors access AI assistance in moments between meetings, on the move, under pressure. We're defining the mobile experience from scratch, establishing interaction patterns for AI-generated content where space is scarce and interruptions are constant.\nThe most important information in a financial document is rarely the most visible. We're building features that help advisors find, understand, and act on what matters, which raises hard questions about trust, accuracy, and designing for confidence when the system might be wrong.\nData sync is a trust problem, not a technical one. When information lives in multiple places and gets out of sync, advisors lose confidence in the tool. We're redesigning these flows so advisors trust their data without thinking about it.\n"},{"text":"What You'll Do:","content":"\nOwn design for complex product areas. You'll lead end-to-end design for the work that matters most and has the least clear path forward, from discovery through launch, defining both what we build and how we build it.\nElevate craft and establish quality standards. You'll set the bar through your own work and raise team capabilities through critique, design reviews, and collaborative problem-solving. You'll help designers think more strategically, not just execute more cleanly.\nInfluence product direction. You'll join product and strategy discussions as a peer, bringing design perspective to roadmap decisions early. You'll proactively identify opportunities, advocate for user needs, and make sure we're solving the right problems, not just solving problems well.\nPartner with leadership on design strategy and systems. Shape our design practice by establishing the patterns, frameworks, and standards that let the team maintain quality. You'll identify which infrastructure actually unblocks the work, then build it thoughtfully, without over-engineering it.\nRaise the room. You make the designers around you sharper. Through how you critique, how you frame problems, and how you approach work that has no clear answer.\n"},{"text":"What You Need:","content":"\nAI product experience. You've led design for AI-powered products and understand the design challenges that come with them: how to make intelligent systems feel trustworthy, how to design for outputs you can't fully predict, and how to build user confidence in technology that's still evolving.\nAI tooling. You use LLMs to think through problems, surface edge cases, and move faster. You're comfortable enough in tools like Cursor or Claude Code to turn ideas into something tangible without waiting for engineering.\nDeep product design experience. You have deep experience leading design for complex B2B or enterprise products. Not just executing, but shaping what gets built and why. Your portfolio shows both strategic impact and craft.\nDesign leadership. You've shaped direction beyond your immediate work, earning trust through craft and judgment rather than formal authority.\nComfort with ambiguity. You thrive when problems aren't well-defined. You can scope initiatives independently, decide where to focus, and drive work from concept to impact with minimal guidance.\nBuilds in 0-to-1 contexts. You've helped establish a design practice, not just work within one. You've built design systems or established patterns that helped teams ship faster and maintain quality. You know how to create structure without over-engineering it, and how to make progress before everything is figured out.\nJudgment under pressure. In a resource-constrained environment you can't do everything at full rigor. You know when to go deep and when to move fast, and you make that call confidently.\nTechnical fluency. You can engage with engineering on technical decisions and understand how constraints shape design options. You develop fluency quickly in technical domains new to you.\nFluent Hungarian and English language knowledge.\n"},{"text":"Bonus points for:","content":"\n\nBackground in startups or high-growth environments.
\n\n\nExperience in fintech, wealthtech, or productivity tools.
\n\n\nSome HTML/CSS or coding experience.
\n\n"}],"text":"Staff Product Designer","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"About the Role
\nYou'll be the first Staff Product Designer at Zocks. That means two things simultaneously: doing the work and building the practice. There's no playbook for what this level looks like here yet. You'll help write it. That requires earning trust, demonstrating value in ways that are visible to leadership, and navigating ambiguity that goes beyond any individual project. If that sounds like a challenge you'd lean into rather than away from, this role is for you.
\n
This comes with real strategic ownership, direct partnership with leadership, and the autonomy to drive initiatives that shape our product and design culture. If you're a senior IC who wants strategic influence without direct reports, this is the role. You'll lead through craft, systems thinking, and mentorship, not headcount.
","descriptionBodyPlain":"About the Role\nYou'll be the first Staff Product Designer at Zocks. That means two things simultaneously: doing the work and building the practice. There's no playbook for what this level looks like here yet. You'll help write it. That requires earning trust, demonstrating value in ways that are visible to leadership, and navigating ambiguity that goes beyond any individual project. If that sounds like a challenge you'd lean into rather than away from, this role is for you.\n\nThis comes with real strategic ownership, direct partnership with leadership, and the autonomy to drive initiatives that shape our product and design culture. If you're a senior IC who wants strategic influence without direct reports, this is the role. You'll lead through craft, systems thinking, and mentorship, not headcount.\n","hostedUrl":"https://jobs.lever.co/zocks/3fcc8fdc-9a83-4c9b-8baf-7a8cadb95264","applyUrl":"https://jobs.lever.co/zocks/3fcc8fdc-9a83-4c9b-8baf-7a8cadb95264/apply"},{"additionalPlain":"What we offer on top of our competitive base salary:\n-Premium Health Insurance\n-SZÉP-card\n-Your lunch is on us when you are in the office\n-L&D contribution\n-AYCM package\n-Employee equity program-Budapest pass (BKK)\n-Home office support-Loyalty program: extra PTO\n-Fully stacked office snacks\n \nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)\n \nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.\n","additional":"What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1784190927249,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nWhy we're hiring for this role: As we continue to grow and evolve, we're seeking a Staff Software Engineer with at least 7 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. Ou Staff engineers are not just writing code, but setting direction. We're looking for someone who drives architectural decisions, owns features end-to-end, and mentors the team while working closely with the engineering manager. You will play a crucial role in driving forward our product, enhancing our product offerings, and meeting the increasingly complex needs of our customers.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Staff Software Engineer with at least 7 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. Ou Staff engineers are not just writing code, but setting direction. We're looking for someone who drives architectural decisions, owns features end-to-end, and mentors the team while working closely with the engineering manager. You will play a crucial role in driving forward our product, enhancing our product offerings, and meeting the increasingly complex needs of our customers.
","id":"d4f970b0-6b74-4b8d-98cd-e93f6c9a995a","lists":[{"text":"Key challenges you will work on every day:","content":"\nIntegrating the latest AI models into customer facing features and workflows at scale\nTaking part in driving architectural decisions and setting technical direction across the team \nSolving complex problems and transform them into business solutions\nOwning features end-to-end, from design through production\nMentoring engineers through code review and technical guidance\nSupporting the engineering manager on team-level technical decisions\nLeveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S and many more\nWorking in an agile environment with a strong focus on well-structured code, testing, and continuous integration\nWorking closely with key stakeholders such as Product Managers, UX Designers and other development team members\nTaking part in all stages of development: investigate product increments’ technical feasibility and suggest implementation options and follow development lifecycle until releasing\nDesign and build tools and frameworks to automate development, testing deployment, management and monitoring of the company’s services and products\nGive a high level of attention to creating software and networking platforms free of faulty programming, design well-organized code\nPlan and scale distributed software and applications, applying synchronous and asynchronous design patterns, write code, and deliver with urgency and quality\nTrack, document, and maintain software and network system functionality—both internally and externally, leveraging opportunities to improve engineering productivity\n"},{"text":"Requirements:","content":"\n7+ years of experience in full-stack development (preferably with React and Python or comparable language e.g. Java, NodeJS) in developing, maintaining and deploying software\nProven track record of driving architectural decisions and technical direction\nExperience mentoring junior and mid-level engineers\nProactively find problems of existing system/product without guidance and offer solutions\nSolid knowledge in cloud computing, especially AWS\nCapability to understand the codebase and drive assigned request to improve it, such as migrating it to modern frameworks\nExperience working in an agile development environment, preferably in a startup or dynamic tech company\nInterest in AI technology and staying abreast of the latest trends and advancements in the field is advantage\nStrong English and Hungarian communication skills\n"}],"text":"Staff Software Engineer","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Staff Software Engineer with at least 7 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. Ou Staff engineers are not just writing code, but setting direction. We're looking for someone who drives architectural decisions, owns features end-to-end, and mentors the team while working closely with the engineering manager. You will play a crucial role in driving forward our product, enhancing our product offerings, and meeting the increasingly complex needs of our customers.
","descriptionBodyPlain":"Why we're hiring for this role: As we continue to grow and evolve, we're seeking a Staff Software Engineer with at least 7 years of experience to join our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. Ou Staff engineers are not just writing code, but setting direction. We're looking for someone who drives architectural decisions, owns features end-to-end, and mentors the team while working closely with the engineering manager. You will play a crucial role in driving forward our product, enhancing our product offerings, and meeting the increasingly complex needs of our customers.\n","hostedUrl":"https://jobs.lever.co/zocks/d4f970b0-6b74-4b8d-98cd-e93f6c9a995a","applyUrl":"https://jobs.lever.co/zocks/d4f970b0-6b74-4b8d-98cd-e93f6c9a995a/apply"},{"additionalPlain":"BENEFITS\nThe full picture\nHealth\nMedical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)\nDental: 99% covered - Guardian, $1,500 annual benefit\nVision: 99% covered - Guardian/VSP, $150 frames & contacts allowance\nFSA: Zocks matches dollar-for-dollar up to $500/year\nTime off\nUnlimited PTO\nPaid sick time\n11 paid holidays\nFamily\nBirthing parent: 12 weeks fully paid parental leave\nNon-birthing parent: 6 weeks fully paid parental leave\nFinancial\n401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds\nEverything else\nMacBook laptop + Google Workspace, Slack, and Zoom provided\nEquity grant - details included as part of your offer\nGrowth opportunities for high performers after 6 months\nCollaborative, low-ego culture with smart, kind teammates\n\nEQUAL OPPORTUNITY\nZocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.\nWe may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.\n","additional":"\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
WHAT YOU'LL DO
\n\n
This is not a typical support \"ticketing\" role. For you, tech is a passion both personally and professionally. The support team holds itself to an unwavering standard of excellence. We don't take shortcuts, abiding by guidelines that are clear, fair, and firm. We care deeply about the quality of every single user experience and feel a personal responsibility for our users' success. You are a relationship-builder and a master problem-solver who will serve as a member of our Solutions Delivery team.
\n
Your day-to-day
\n
\n- Expert Troubleshooting: Become a power-user of the Zocks AI platform to patiently troubleshoot complex issues via video, phone, chat, and email.
\n- Drive Adoption: Actively identify opportunities to teach users about features they haven’t discovered yet, ensuring they get maximum value from the platform.
\n- Voice of the Customer: Channel deep user insights and friction points back to our product and engineering teams to help shape the future of Zocks.
\n- Commit to Excellence: Maintain a high bar for verbal and written communication that is clear, empathetic, and effective.
\n
\n
WHAT WE'RE LOOKING FOR
\n
Who You Are in this Role
\n
\n- The Ultimate Host: You treat every user like a guest at your own table, bringing a warm, human relationship element to the \"robot\" problems we are solving.
\n- RCA Fluent: Your first language is Root Cause Analysis. You don't just \"close tickets\"; you ensure the underlying issue is addressed and resolved completely so it doesn't return.
\n- Resourceful & Detailed: You unfailingly exhaust every available resource before asking for help. When you raise your hand, you provide highly detailed context and a clear map of the troubleshooting steps you’ve already taken.
\n- High Executive Function: You thrive in the ambiguity and pace of a startup. You have the judgment to recognize when you should make a decisive call independently and when a matter is sensitive enough to loop in leadership, always keeping the user’s experience as your North Star. You navigate uncharted territory with curiosity.
\n- Technology Evangelist: You love diving into new systems and are passionate about how applied AI can change lives. You likely use AI tools in your personal life to optimize your own workflows.
\n- Data Integrity Sentinel: You possess an uncompromising commitment to data privacy and security. You operate with a high level of discretion and care when handling sensitive PII (Personally Identifiable Information), navigating the complexities of the highly regulated FinTech space with a \"security-first\" mindset.
\n
\n
Requirements
\n
\n- Experience: 1-5 years in a client-facing role at a high growth early-stage startup.
\n- Technical Expertise: Proven ability to troubleshoot technical issues and a demonstrated passion for leveraging technology, including working with API integrations.
\n- Mindset: We are looking for teammates who are passionate about user experience and who are dedicated to a customer-first service mindset.
\n- Mindset: Experience dealing with a high degree of ambiguity and navigating rapid changes.
\n
\n
Bonus qualifications
\n
\n- Prior experience as a Paraplanner or Client Service Associate at a Financial Institution. You are familiar with the \"Advisor Tech Stack\" (e.g., Wealthbox, Redtail, Orion) and the regulatory requirements of the financial services industry
\n- Demonstrated data protection mindset with experience handling sensitive, confidential, or proprietary information.
\n- Experience navigating regulatory environments with a compliance-focused mindset.
\n- Comfort working with API integrations or configuring technical product connections
\n- Experience with Intercom, including workflows, bots, or inbox management
\n
\n
LOGISTICS
\n
The details
\n
\n- Hybrid role - report to our Denver office at least 51% of working time
\n- First 60 days are fully in-office
\n- Shifts available Mon-Fri: 7am-4pm MT or 9am-6pm MT
\n- Background and reference checks required as part of onboarding
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references
\n
\n
Total estimated time: ~3 hours
\n
COMPENSATION
\n
\n- \n
$70,000 - $80,000 base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
WHAT YOU'LL DO
\n\n
This is not a typical support \"ticketing\" role. For you, tech is a passion both personally and professionally. The support team holds itself to an unwavering standard of excellence. We don't take shortcuts, abiding by guidelines that are clear, fair, and firm. We care deeply about the quality of every single user experience and feel a personal responsibility for our users' success. You are a relationship-builder and a master problem-solver who will serve as a member of our Solutions Delivery team.
\n
Your day-to-day
\n
\n- Expert Troubleshooting: Become a power-user of the Zocks AI platform to patiently troubleshoot complex issues via video, phone, chat, and email.
\n- Drive Adoption: Actively identify opportunities to teach users about features they haven’t discovered yet, ensuring they get maximum value from the platform.
\n- Voice of the Customer: Channel deep user insights and friction points back to our product and engineering teams to help shape the future of Zocks.
\n- Commit to Excellence: Maintain a high bar for verbal and written communication that is clear, empathetic, and effective.
\n
\n
WHAT WE'RE LOOKING FOR
\n
Who You Are in this Role
\n
\n- The Ultimate Host: You treat every user like a guest at your own table, bringing a warm, human relationship element to the \"robot\" problems we are solving.
\n- RCA Fluent: Your first language is Root Cause Analysis. You don't just \"close tickets\"; you ensure the underlying issue is addressed and resolved completely so it doesn't return.
\n- Resourceful & Detailed: You unfailingly exhaust every available resource before asking for help. When you raise your hand, you provide highly detailed context and a clear map of the troubleshooting steps you’ve already taken.
\n- High Executive Function: You thrive in the ambiguity and pace of a startup. You have the judgment to recognize when you should make a decisive call independently and when a matter is sensitive enough to loop in leadership, always keeping the user’s experience as your North Star. You navigate uncharted territory with curiosity.
\n- Technology Evangelist: You love diving into new systems and are passionate about how applied AI can change lives. You likely use AI tools in your personal life to optimize your own workflows.
\n- Data Integrity Sentinel: You possess an uncompromising commitment to data privacy and security. You operate with a high level of discretion and care when handling sensitive PII (Personally Identifiable Information), navigating the complexities of the highly regulated FinTech space with a \"security-first\" mindset.
\n
\n
Requirements
\n
\n- Experience: 1-5 years in a client-facing role at a high growth early-stage startup.
\n- Technical Expertise: Proven ability to troubleshoot technical issues and a demonstrated passion for leveraging technology, including working with API integrations.
\n- Mindset: We are looking for teammates who are passionate about user experience and who are dedicated to a customer-first service mindset.
\n- Mindset: Experience dealing with a high degree of ambiguity and navigating rapid changes.
\n
\n
Bonus qualifications
\n
\n- Prior experience as a Paraplanner or Client Service Associate at a Financial Institution. You are familiar with the \"Advisor Tech Stack\" (e.g., Wealthbox, Redtail, Orion) and the regulatory requirements of the financial services industry
\n- Demonstrated data protection mindset with experience handling sensitive, confidential, or proprietary information.
\n- Experience navigating regulatory environments with a compliance-focused mindset.
\n- Comfort working with API integrations or configuring technical product connections
\n- Experience with Intercom, including workflows, bots, or inbox management
\n
\n
LOGISTICS
\n
The details
\n
\n- Hybrid role - report to our Denver office at least 51% of working time
\n- First 60 days are fully in-office
\n- Shifts available Mon-Fri: 7am-4pm MT or 9am-6pm MT
\n- Background and reference checks required as part of onboarding
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references
\n
\n
Total estimated time: ~3 hours
\n
COMPENSATION
\n
\n- \n
$70,000 - $80,000 base salary
\n \n- \n
Equity - we're all building this together
\n \n
\n
Salary: gross 2500 HUF / hour
What we offer on top of our base salary:
\n
\n-Your lunch is on us when you are in the office
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Intern","location":"Budapest","team":"HR","allLocations":["Budapest"]},"createdAt":1750071389043,"descriptionPlain":"Company Overview:\n \nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n \nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nAs a Talent Sourcer Trainee, you’ll become a key part of our recruitment team, supporting our senior recruiters in identifying and engaging top candidates. You’ll learn the fundamentals of sourcing, from navigating LinkedIn to mastering Boolean searches, all while getting a front-row seat to the inner workings of a fast-moving talent team.\n","description":"Company Overview:
\n
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
\n
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
As a Talent Sourcer Trainee, you’ll become a key part of our recruitment team, supporting our senior recruiters in identifying and engaging top candidates. You’ll learn the fundamentals of sourcing, from navigating LinkedIn to mastering Boolean searches, all while getting a front-row seat to the inner workings of a fast-moving talent team.
","id":"2d5fe944-ede6-47e4-9af6-98b10275b72a","lists":[{"text":"What You’ll Be Doing:","content":"\nSupport candidate sourcing activities across multiple functions\nScreen CVs and pre-qualify potential candidates\nCreate and maintain candidate pipelines using tools like LinkedIn Recruiter, ATS systems, and job boards\nLearn how to engage passive talent with personalized outreach\nCollaborate with recruiters and hiring managers to understand role requirements\nHelp build employer branding content to attract top talent\nTrack metrics to continuously improve sourcing strategies\n"},{"text":"What You’ll Bring:","content":"\nYou’re a student looking to kickstart your career in HR or recruitment\nStrong communication skills and a genuine interest in people and tech field\nCurious mindset with a hunger to learn and try new tools\nFluency in Hungarian and English\nYou’re proactive, organized, and ready to take initiative\n"},{"text":"What We Offer:","content":"\nMentorship and guidance from experienced recruitment professionals\nAccess to cutting-edge sourcing tools and technology\nA friendly, inclusive, and high-energy team culture\nFlexible hours to accommodate your studies or schedule\n"}],"text":"Talent Acquisition Trainee","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\n
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
\n
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\n \nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n \nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"As a Talent Sourcer Trainee, you’ll become a key part of our recruitment team, supporting our senior recruiters in identifying and engaging top candidates. You’ll learn the fundamentals of sourcing, from navigating LinkedIn to mastering Boolean searches, all while getting a front-row seat to the inner workings of a fast-moving talent team.
","descriptionBodyPlain":"As a Talent Sourcer Trainee, you’ll become a key part of our recruitment team, supporting our senior recruiters in identifying and engaging top candidates. You’ll learn the fundamentals of sourcing, from navigating LinkedIn to mastering Boolean searches, all while getting a front-row seat to the inner workings of a fast-moving talent team.\n","hostedUrl":"https://jobs.lever.co/zocks/2d5fe944-ede6-47e4-9af6-98b10275b72a","applyUrl":"https://jobs.lever.co/zocks/2d5fe944-ede6-47e4-9af6-98b10275b72a/apply"},{"additionalPlain":"BENEFITS\nThe full picture\nHealth\nMedical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)\nDental: 99% covered - Guardian, $1,500 annual benefit\nVision: 99% covered - Guardian/VSP, $150 frames & contacts allowance\nFSA: Zocks matches dollar-for-dollar up to $500/year\nTime off\nUnlimited PTO\nPaid sick time\n11 paid holidays\nFamily\nBirthing parent: 12 weeks fully paid parental leave\nNon-birthing parent: 6 weeks fully paid parental leave\nFinancial\n401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds\nEverything else\nMacBook laptop + Google Workspace, Slack, and Zoom provided\nEquity grant - details included as part of your offer\nGrowth opportunities for high performers after 6 months\nCollaborative, low-ego culture with smart, kind teammates\n\nEQUAL OPPORTUNITY\nZocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.\nWe may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.\n","additional":"\n
BENEFITS
\n
The full picture
\n
Health
\n
\n- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
\n- Dental: 99% covered - Guardian, $1,500 annual benefit
\n- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
\n- FSA: Zocks matches dollar-for-dollar up to $500/year
\n
\n
Time off
\n
\n- Unlimited PTO
\n- Paid sick time
\n- 11 paid holidays
\n
\n
Family
\n
\n- Birthing parent: 12 weeks fully paid parental leave
\n- Non-birthing parent: 6 weeks fully paid parental leave
\n
\n
Financial
\n
\n- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
\n
\n
Everything else
\n
\n- MacBook laptop + Google Workspace, Slack, and Zoom provided
\n- Equity grant - details included as part of your offer
\n- Growth opportunities for high performers after 6 months
\n- Collaborative, low-ego culture with smart, kind teammates
\n
\n
\n
EQUAL OPPORTUNITY
\n
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
\n
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
About the Role
\n
Zocks sells into compliance-sensitive financial services buyers - RIAs, IBDs, and wealth management firms - who put every vendor through security and compliance diligence before signing. Today, that diligence work falls on individual AEs, who complete VDDQs, RFPs, and RFIs themselves on top of their deal work, with no single owner, no shared knowledge base, and no visibility into how much it's costing the business in cycle time.
\n
The Trust & Compliance Operations Manager owns this function end to end - the data room, the trust center, the VDDQ/RFP response process - turning diligence from a deal-blocking bottleneck reps absorb into a well-run, self-service function that shortens sales cycles and reinforces trust with our buyers, pre- and post-sale.
\n
What You’ll Do
\n
1. VDDQ, RFP, and RFI Ownership
\n
\n- Serve as the single point of accountability for every vendor due diligence questionnaire, RFP, and RFI that touches a deal - new business, renewal, or expansion.
\n- Take response ownership off individual AEs entirely, running intake, drafting, internal review, and submission as a repeatable process.
\n- Track every open request to a defined SLA and flag at-risk deals to Sales leadership before they slip.
\n
\n
2. Knowledge Base and Trust Center
\n
\n- Build and maintain a living knowledge base of pre-approved, audit-ready answers to recurring security, privacy, and compliance questions.
\n- Keep that knowledge base current with each SOC 2 cycle, policy update, or material product/infrastructure change.
\n- Partner with Engineering to scope and launch a self-service trust center when the knowledge base and process are mature enough to support it.
\n
\n
3. Data Room Management
\n
\n- Own the structure and upkeep of the due diligence data room - taxonomy, document versioning, access controls, and what's customer-facing versus internal.
\n- Ensure every document in the room reflects the current state of Zocks' security and compliance posture, not a stale snapshot from the last deal.
\n
\n
4. Cross-Functional Partnership
\n
\n- Act as the connective tissue between Security, Legal, and Product on one side and Sales/CS on the other, so sales teams get accurate, current information without chasing multiple internal owners.
\n- Build direct relationships with subject-matter owners in each function to keep source information flowing without manual chasing on every request.
\n
\n
5. Reporting and Commercial Impact
\n
\n- Define and publish an SLA for DDQ/RFP turnaround, and hold the function to it.
\n- Report quarterly on deals unblocked or accelerated by the function, quantified in $ ARR, so leadership can see the direct commercial value of the work.
\n
\n
What We’re Looking For
\n
Requirements
\n
\n- 4+ years experience owning VDDQs/RFPs/RFIs end to end, ideally in a regulated B2B SaaS environment
\n- Working knowledge of security, privacy, and compliance frameworks relevant to financial-services vendors - SOC 2, ISO 27001, NIST CSF, GLBA/Reg S-P, and SEC/FINRA vendor oversight expectations
\n- Demonstrated ability to translate technical and legal detail into plain-English, customer-ready language under deadline pressure
\n- Experience building repeatable process and structure (data room taxonomy, knowledge base, SLAs) rather than handling diligence as one-off firefighting
\n- Comfortable working cross-functionally with Security, Legal, Engineering, and Product to source accurate answers without deep technical expertise in each domain
\n- Experience operating directly with prospects' and customers' security, compliance, and vendor-management teams, including on live diligence calls
\n- Experience in or selling to financial services, wealthtech, or another regulated industry strongly preferred, given Zocks' focus on financial advisors and wealth management firms
\n- Bachelor's degree or equivalent practical experience
\n
\n
LOGISTICS
\n
\n- This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n- Background and reference checks required as part of onboarding
\n
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
COMPENSATION
\n
\n- $150,000-$175,000 base salary
\n- Equity - we're all building this together
\n
\n
\n
THE OPPORTUNITY
\n
Join a team that’s changing financial services
\n
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
\n
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
\n
\n
WHO YOU ARE
\n
The SHARC in the room
\n
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
\n
S - Sharp
\n
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
\n
H - Hungry
\n
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
\n
A - Adaptable
\n
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
\n
R - Resilient
\n
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
\n
C - Curious
\n
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
\n
\n
About the Role
\n
Zocks sells into compliance-sensitive financial services buyers - RIAs, IBDs, and wealth management firms - who put every vendor through security and compliance diligence before signing. Today, that diligence work falls on individual AEs, who complete VDDQs, RFPs, and RFIs themselves on top of their deal work, with no single owner, no shared knowledge base, and no visibility into how much it's costing the business in cycle time.
\n
The Trust & Compliance Operations Manager owns this function end to end - the data room, the trust center, the VDDQ/RFP response process - turning diligence from a deal-blocking bottleneck reps absorb into a well-run, self-service function that shortens sales cycles and reinforces trust with our buyers, pre- and post-sale.
\n
What You’ll Do
\n
1. VDDQ, RFP, and RFI Ownership
\n
\n- Serve as the single point of accountability for every vendor due diligence questionnaire, RFP, and RFI that touches a deal - new business, renewal, or expansion.
\n- Take response ownership off individual AEs entirely, running intake, drafting, internal review, and submission as a repeatable process.
\n- Track every open request to a defined SLA and flag at-risk deals to Sales leadership before they slip.
\n
\n
2. Knowledge Base and Trust Center
\n
\n- Build and maintain a living knowledge base of pre-approved, audit-ready answers to recurring security, privacy, and compliance questions.
\n- Keep that knowledge base current with each SOC 2 cycle, policy update, or material product/infrastructure change.
\n- Partner with Engineering to scope and launch a self-service trust center when the knowledge base and process are mature enough to support it.
\n
\n
3. Data Room Management
\n
\n- Own the structure and upkeep of the due diligence data room - taxonomy, document versioning, access controls, and what's customer-facing versus internal.
\n- Ensure every document in the room reflects the current state of Zocks' security and compliance posture, not a stale snapshot from the last deal.
\n
\n
4. Cross-Functional Partnership
\n
\n- Act as the connective tissue between Security, Legal, and Product on one side and Sales/CS on the other, so sales teams get accurate, current information without chasing multiple internal owners.
\n- Build direct relationships with subject-matter owners in each function to keep source information flowing without manual chasing on every request.
\n
\n
5. Reporting and Commercial Impact
\n
\n- Define and publish an SLA for DDQ/RFP turnaround, and hold the function to it.
\n- Report quarterly on deals unblocked or accelerated by the function, quantified in $ ARR, so leadership can see the direct commercial value of the work.
\n
\n
What We’re Looking For
\n
Requirements
\n
\n- 4+ years experience owning VDDQs/RFPs/RFIs end to end, ideally in a regulated B2B SaaS environment
\n- Working knowledge of security, privacy, and compliance frameworks relevant to financial-services vendors - SOC 2, ISO 27001, NIST CSF, GLBA/Reg S-P, and SEC/FINRA vendor oversight expectations
\n- Demonstrated ability to translate technical and legal detail into plain-English, customer-ready language under deadline pressure
\n- Experience building repeatable process and structure (data room taxonomy, knowledge base, SLAs) rather than handling diligence as one-off firefighting
\n- Comfortable working cross-functionally with Security, Legal, Engineering, and Product to source accurate answers without deep technical expertise in each domain
\n- Experience operating directly with prospects' and customers' security, compliance, and vendor-management teams, including on live diligence calls
\n- Experience in or selling to financial services, wealthtech, or another regulated industry strongly preferred, given Zocks' focus on financial advisors and wealth management firms
\n- Bachelor's degree or equivalent practical experience
\n
\n
LOGISTICS
\n
\n- This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
\n- Background and reference checks required as part of onboarding
\n
\n
\n
Interview process:
\n
\n- 30-min recruiter screen
\n- Up to three 30-45-min video or onsite interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
\n
COMPENSATION
\n
\n- $150,000-$175,000 base salary
\n- Equity - we're all building this together
\n
\n
What we offer on top of our competitive base salary:
\n-Premium Health Insurance
\n-SZÉP-card
-Your lunch is on us when you are in the office
\n-L&D contribution
\n-AYCM package
\n-Employee equity program
-Budapest pass (BKK)
\n-Home office support
-Loyalty program: extra PTO
\n-Fully stacked office snacks
\n
\nLocation: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
\n
\nWe are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
","categories":{"commitment":"Full-time","location":"Budapest","team":"Engineering","allLocations":["Budapest"]},"createdAt":1784110663665,"descriptionPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n\n\nAs Zocks continues to grow, we're looking for a Vice President of Engineering to help us scale not just our technology, but our engineering organization, playing a key role in scaling a fast-growing AI company. You'll work side by side with our founders, including our CTO, leading our Engineering Managers while helping define how Engineering evolves as we continue building one of the leading AI platforms serving financial advisors across the United States.\nToday, our engineering organization consists of several development teams (and continues to grow), led by Engineering Managers. In this role, you'll be responsible for developing our engineering leaders, strengthening our engineering culture, and ensuring the organization scales while maintaining high standards of delivery, quality and collaboration.\nThis is a highly strategic leadership position. Rather than joining to execute an existing engineering playbook, you'll have genuine ownership in shaping how Engineering operates at Zocks. Working closely with our CTO, you'll help define our engineering strategy, organizational structure and operating principles, making pragmatic decisions that fit our product, our business and our culture.\nWe're looking for someone who enjoys building, not just managing. Someone who sees scaling an engineering organization as an opportunity to create better systems, stronger leaders and a healthier culture—not simply add more people.\n","description":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
\n
As Zocks continues to grow, we're looking for a Vice President of Engineering to help us scale not just our technology, but our engineering organization, playing a key role in scaling a fast-growing AI company. You'll work side by side with our founders, including our CTO, leading our Engineering Managers while helping define how Engineering evolves as we continue building one of the leading AI platforms serving financial advisors across the United States.
\n
Today, our engineering organization consists of several development teams (and continues to grow), led by Engineering Managers. In this role, you'll be responsible for developing our engineering leaders, strengthening our engineering culture, and ensuring the organization scales while maintaining high standards of delivery, quality and collaboration.
\n
This is a highly strategic leadership position. Rather than joining to execute an existing engineering playbook, you'll have genuine ownership in shaping how Engineering operates at Zocks. Working closely with our CTO, you'll help define our engineering strategy, organizational structure and operating principles, making pragmatic decisions that fit our product, our business and our culture.
\n
We're looking for someone who enjoys building, not just managing. Someone who sees scaling an engineering organization as an opportunity to create better systems, stronger leaders and a healthier culture—not simply add more people.
\n
\n\n
Partner closely with the CTO to define and execute the long-term engineering strategy for Zocks.\nLead, mentor and develop Engineering Managers through coaching, feedback, performance management and career development.\nBuild a high-performing engineering organization focused on ownership, accountability, continuous improvement and sustainable growth.\nDrive engineering effectiveness by improving delivery predictability, execution quality, planning processes and organizational health.\nShape how Engineering scales by introducing pragmatic, high-impact improvements that fit our business and culture, rather than applying one-size-fits-all frameworks.\nLead large cross-functional technical initiatives spanning multiple engineering teams, ensuring clear ownership, alignment and successful execution.\nCreate alignment across Engineering while empowering teams and leaders to make great decisions close to where the work happens.\nPartner with Product leadership to balance customer needs, business priorities and long-term engineering investments.\nDefine scalable engineering processes, organizational structures and operating mechanisms as our engineering organization continues to grow.\nSupport technical direction at an organizational level while empowering Engineering Managers and technical leaders to own implementation and technical decisions.\nChampion engineering excellence across architecture, quality, security, reliability and operational maturity.\nRepresent Engineering in customer-facing conversations when needed, confidently communicating technical strategy, delivery plans and organizational capabilities to customers and external stakeholders.\n\n"},{"text":"Requirements:","content":"\n\n
10+ years of experience in Software Engineering, including extensive experience leading engineering organizations through multiple layers of management.\nProven experience as a Director of Engineering, VP of Engineering, Head of Engineering, or in a comparable second-line engineering leadership role.\nDemonstrated success building and developing Engineering Managers while scaling high-performing engineering organizations.\nStrong background in product-led B2B SaaS companies. Experience in software product companies is essential; agency or consulting backgrounds are not a fit for this role.\nExperience defining engineering strategy, operating models and organizational design with a high degree of ownership and autonomy.\nTrack record of improving engineering effectiveness, delivery predictability and leading complex cross-functional initiatives.\nOutstanding leadership, coaching and stakeholder management skills, with the ability to influence across Engineering, Product and Executive Leadership.\nExcellent English and Hungarian communication skills, including experience representing Engineering in customer-facing or executive-level conversations.\nExposure to security, compliance or enterprise software environments.\nTechnical credibility gained from working in modern cloud-native software organizations. While this isn't a hands-on coding role, you're comfortable discussing architecture, engineering trade-offs and technical strategy with senior engineering leaders.\nInterest in AI technologies and building AI-powered products is a strong advantage.\n\n"},{"text":"Why this role is different:","content":"\n\n
You'll work directly with our founders and help shape company-wide engineering strategy.\nYou'll have genuine ownership over how Engineering evolves—not just how it executes.\nYou'll build leaders, not just teams, and help scale an engineering organization through people.\nYou'll play a key role in building an AI-first B2B SaaS company with ambitious growth plans.\nYou'll have the opportunity to leave a lasting organizational legacy by creating systems, culture and leadership practices that scale with the company.\n\n"},{"text":"What success looks like:","content":"\n\n
You build an engineering organization that scales through strong leaders, delivers predictably, and continuously raises the bar on quality, execution and collaboration.\nYou become a trusted strategic partner to our CTO, helping shape not only how we build software, but how Engineering evolves as a core competitive advantage for Zocks.\nYou foster a culture where Engineering Managers thrive, teams take ownership, and engineers can do their best work.\nYou help create an engineering organization that people are excited to join—and proud to be part of.\nMost importantly, you leave the engineering organization stronger than you found it.\n\n"}],"text":"VP of Engineering","country":"HU","workplaceType":"hybrid","opening":"Company Overview:
\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
","openingPlain":"Company Overview:\nZocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.\n\nOur goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.\n\nZocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.\n\nMore than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.\nLocation: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)\n","descriptionBody":"\n
As Zocks continues to grow, we're looking for a Vice President of Engineering to help us scale not just our technology, but our engineering organization, playing a key role in scaling a fast-growing AI company. You'll work side by side with our founders, including our CTO, leading our Engineering Managers while helping define how Engineering evolves as we continue building one of the leading AI platforms serving financial advisors across the United States.
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Today, our engineering organization consists of several development teams (and continues to grow), led by Engineering Managers. In this role, you'll be responsible for developing our engineering leaders, strengthening our engineering culture, and ensuring the organization scales while maintaining high standards of delivery, quality and collaboration.
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This is a highly strategic leadership position. Rather than joining to execute an existing engineering playbook, you'll have genuine ownership in shaping how Engineering operates at Zocks. Working closely with our CTO, you'll help define our engineering strategy, organizational structure and operating principles, making pragmatic decisions that fit our product, our business and our culture.
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We're looking for someone who enjoys building, not just managing. Someone who sees scaling an engineering organization as an opportunity to create better systems, stronger leaders and a healthier culture—not simply add more people.
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