[{"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
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":"Product Management","allLocations":["Budapest"]},"createdAt":1791380430157,"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\nAbout the role\nWe're looking for an AI Automation Intern to work closely with our CTO and Product team on a practical challenge: how can we use AI to make the way we build products faster and smarter?\nAs Zocks grows, we're exploring new ways to use AI to improve how information flows between teams, reduce manual work, and make our internal processes more efficient.\nThis isn't a traditional Product Management or Engineering internship. You'll be building AI-powered workflows, agents, and internal tools that help our teams work more efficiently, with direct support from our CTO and Product Managers.\nYou'll get hands-on experience experimenting with AI in a real product environment, turning ideas into working solutions that people actually use.\nWhat you'll do\nWork closely with our CTO and Product Managers to understand how our internal processes work and where AI could make a difference\nIdentify repetitive tasks, information gaps, and opportunities for automation across Product and business workflows\nBuild and experiment with AI-powered agents, automations, and internal tools\nConnect information and workflows across existing tools and systems\nPrototype solutions quickly, test them with real users, and improve them based on feedback\nHelp turn successful experiments into workflows our teams can actually rely on\nWhat you might work on\nBuilding AI-powered agents and internal tools that help our Product and Business teams work more efficiently\nAutomating how information is collected, organized, and shared across teams\nExperimenting with AI solutions that make product knowledge easier to access and use\nConnecting existing tools and systems to create smarter, more automated workflows\nTurning repetitive manual processes into scalable, AI-powered solutions\nYou'll have the opportunity to work on real business challenges, experiment with different approaches, and see your solutions put into practice.\nWhat we're looking for\nYou don't need years of professional experience, but we do expect you to have some hands-on experience, whether through internships, university projects, or things you've built on your own.\nWe're looking for someone who genuinely enjoys technology, experiments with new tools, and doesn't wait for an assignment to start building something.\nYou might be studying Computer Science, Business Informatics, AI, Data, or a similar field – but what you've actually tried and built matters more than the name of your degree.\nYou'll probably enjoy this role if you:\nLike experimenting with AI tools and finding practical ways to use them\nEnjoy building things, even if they're small, imperfect, or just for fun\nLike understanding how a process works before trying to improve it\nCan break ambiguous problems into logical steps and figure things out independently\nEnjoy building quick prototypes, testing ideas, and iterating on them\nCan understand non-technical people's problems and turn them into practical solutions\nAre curious about what AI can already automate today – and where it still falls short\nRequirements\nActive full-time university student status in Hungary\nAbility to work 27+ hours between Monday and Thursday\nSome practical experience through previous work, internships, university projects, or personal side projects\nHands-on experience building at least one AI-powered proof of concept, automation, agent, or small application, using tools such as Claude, Claude Code, Cursor, ChatGPT, n8n, or similar. It doesn't need to be production-ready!\nStrong problem-solving skills and the ability to work independently\nFluent Hungarian and good written and spoken English\nAvailability to work from our Budapest office Monday–Thursday (Science Park is very close to BME)\nWhy join Zocks?\nZocks is an AI-native company building technology for the US financial advisory industry. Our platform helps financial advisors automate and simplify their daily work, from client meetings and emails to follow-ups, documents, scheduling, and reporting.\nOur entire R&D organization – Engineering, Product, Design, Data, and Infrastructure – is based in Budapest, where we build and shape the product and technology behind it.\nIn this internship, you'll work directly with our CTO and Product team, getting a close look at how an AI product company operates and how product decisions are made.\nYou won't be given a finished system to maintain. You'll have room to explore, build, test, fail, improve, and see your solutions become part of how the team works every day.\nIf you're already the person who looks at a repetitive task and thinks \"there has to be a way to automate this\", we'd love to meet you.\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)
About the role
\nWe're looking for an AI Automation Intern to work closely with our CTO and Product team on a practical challenge: how can we use AI to make the way we build products faster and smarter?
\nAs Zocks grows, we're exploring new ways to use AI to improve how information flows between teams, reduce manual work, and make our internal processes more efficient.
\nThis isn't a traditional Product Management or Engineering internship. You'll be building AI-powered workflows, agents, and internal tools that help our teams work more efficiently, with direct support from our CTO and Product Managers.
\nYou'll get hands-on experience experimenting with AI in a real product environment, turning ideas into working solutions that people actually use.
\nWhat you'll do
\n\n- \n
Work closely with our CTO and Product Managers to understand how our internal processes work and where AI could make a difference
\n \n- \n
Identify repetitive tasks, information gaps, and opportunities for automation across Product and business workflows
\n \n- \n
Build and experiment with AI-powered agents, automations, and internal tools
\n \n- \n
Connect information and workflows across existing tools and systems
\n \n- \n
Prototype solutions quickly, test them with real users, and improve them based on feedback
\n \n- \n
Help turn successful experiments into workflows our teams can actually rely on
\n \n
\nWhat you might work on
\n\n- \n
Building AI-powered agents and internal tools that help our Product and Business teams work more efficiently
\n \n- \n
Automating how information is collected, organized, and shared across teams
\n \n- \n
Experimenting with AI solutions that make product knowledge easier to access and use
\n \n- \n
Connecting existing tools and systems to create smarter, more automated workflows
\n \n- \n
Turning repetitive manual processes into scalable, AI-powered solutions
\n \n
\nYou'll have the opportunity to work on real business challenges, experiment with different approaches, and see your solutions put into practice.
\nWhat we're looking for
\nYou don't need years of professional experience, but we do expect you to have some hands-on experience, whether through internships, university projects, or things you've built on your own.
\nWe're looking for someone who genuinely enjoys technology, experiments with new tools, and doesn't wait for an assignment to start building something.
\nYou might be studying Computer Science, Business Informatics, AI, Data, or a similar field – but what you've actually tried and built matters more than the name of your degree.
\nYou'll probably enjoy this role if you:
\n\n- \n
Like experimenting with AI tools and finding practical ways to use them
\n \n- \n
Enjoy building things, even if they're small, imperfect, or just for fun
\n \n- \n
Like understanding how a process works before trying to improve it
\n \n- \n
Can break ambiguous problems into logical steps and figure things out independently
\n \n- \n
Enjoy building quick prototypes, testing ideas, and iterating on them
\n \n- \n
Can understand non-technical people's problems and turn them into practical solutions
\n \n- \n
Are curious about what AI can already automate today – and where it still falls short
\n \n
\nRequirements
\n\n- \n
Active full-time university student status in Hungary
\n \n- \n
Ability to work 27+ hours between Monday and Thursday
\n \n- \n
Some practical experience through previous work, internships, university projects, or personal side projects
\n \n- \n
Hands-on experience building at least one AI-powered proof of concept, automation, agent, or small application, using tools such as Claude, Claude Code, Cursor, ChatGPT, n8n, or similar. It doesn't need to be production-ready!
\n \n- \n
Strong problem-solving skills and the ability to work independently
\n \n- \n
Fluent Hungarian and good written and spoken English
\n \n- \n
Availability to work from our Budapest office Monday–Thursday (Science Park is very close to BME)
\n \n
\nWhy join Zocks?
\nZocks is an AI-native company building technology for the US financial advisory industry. Our platform helps financial advisors automate and simplify their daily work, from client meetings and emails to follow-ups, documents, scheduling, and reporting.
\nOur entire R&D organization – Engineering, Product, Design, Data, and Infrastructure – is based in Budapest, where we build and shape the product and technology behind it.
\nIn this internship, you'll work directly with our CTO and Product team, getting a close look at how an AI product company operates and how product decisions are made.
\nYou won't be given a finished system to maintain. You'll have room to explore, build, test, fail, improve, and see your solutions become part of how the team works every day.
\nIf you're already the person who looks at a repetitive task and thinks \"there has to be a way to automate this\", we'd love to meet you.
","id":"2e90cb3b-dac8-427c-9611-755eaaf688b8","lists":[],"salaryRange":{"min":2750,"max":2750,"currency":"HUF","interval":"per-hour-wage"},"text":"AI Automation Intern – Product","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":"About the role
\nWe're looking for an AI Automation Intern to work closely with our CTO and Product team on a practical challenge: how can we use AI to make the way we build products faster and smarter?
\nAs Zocks grows, we're exploring new ways to use AI to improve how information flows between teams, reduce manual work, and make our internal processes more efficient.
\nThis isn't a traditional Product Management or Engineering internship. You'll be building AI-powered workflows, agents, and internal tools that help our teams work more efficiently, with direct support from our CTO and Product Managers.
\nYou'll get hands-on experience experimenting with AI in a real product environment, turning ideas into working solutions that people actually use.
\nWhat you'll do
\n\n- \n
Work closely with our CTO and Product Managers to understand how our internal processes work and where AI could make a difference
\n \n- \n
Identify repetitive tasks, information gaps, and opportunities for automation across Product and business workflows
\n \n- \n
Build and experiment with AI-powered agents, automations, and internal tools
\n \n- \n
Connect information and workflows across existing tools and systems
\n \n- \n
Prototype solutions quickly, test them with real users, and improve them based on feedback
\n \n- \n
Help turn successful experiments into workflows our teams can actually rely on
\n \n
\nWhat you might work on
\n\n- \n
Building AI-powered agents and internal tools that help our Product and Business teams work more efficiently
\n \n- \n
Automating how information is collected, organized, and shared across teams
\n \n- \n
Experimenting with AI solutions that make product knowledge easier to access and use
\n \n- \n
Connecting existing tools and systems to create smarter, more automated workflows
\n \n- \n
Turning repetitive manual processes into scalable, AI-powered solutions
\n \n
\nYou'll have the opportunity to work on real business challenges, experiment with different approaches, and see your solutions put into practice.
\nWhat we're looking for
\nYou don't need years of professional experience, but we do expect you to have some hands-on experience, whether through internships, university projects, or things you've built on your own.
\nWe're looking for someone who genuinely enjoys technology, experiments with new tools, and doesn't wait for an assignment to start building something.
\nYou might be studying Computer Science, Business Informatics, AI, Data, or a similar field – but what you've actually tried and built matters more than the name of your degree.
\nYou'll probably enjoy this role if you:
\n\n- \n
Like experimenting with AI tools and finding practical ways to use them
\n \n- \n
Enjoy building things, even if they're small, imperfect, or just for fun
\n \n- \n
Like understanding how a process works before trying to improve it
\n \n- \n
Can break ambiguous problems into logical steps and figure things out independently
\n \n- \n
Enjoy building quick prototypes, testing ideas, and iterating on them
\n \n- \n
Can understand non-technical people's problems and turn them into practical solutions
\n \n- \n
Are curious about what AI can already automate today – and where it still falls short
\n \n
\nRequirements
\n\n- \n
Active full-time university student status in Hungary
\n \n- \n
Ability to work 27+ hours between Monday and Thursday
\n \n- \n
Some practical experience through previous work, internships, university projects, or personal side projects
\n \n- \n
Hands-on experience building at least one AI-powered proof of concept, automation, agent, or small application, using tools such as Claude, Claude Code, Cursor, ChatGPT, n8n, or similar. It doesn't need to be production-ready!
\n \n- \n
Strong problem-solving skills and the ability to work independently
\n \n- \n
Fluent Hungarian and good written and spoken English
\n \n- \n
Availability to work from our Budapest office Monday–Thursday (Science Park is very close to BME)
\n \n
\nWhy join Zocks?
\nZocks is an AI-native company building technology for the US financial advisory industry. Our platform helps financial advisors automate and simplify their daily work, from client meetings and emails to follow-ups, documents, scheduling, and reporting.
\nOur entire R&D organization – Engineering, Product, Design, Data, and Infrastructure – is based in Budapest, where we build and shape the product and technology behind it.
\nIn this internship, you'll work directly with our CTO and Product team, getting a close look at how an AI product company operates and how product decisions are made.
\nYou won't be given a finished system to maintain. You'll have room to explore, build, test, fail, improve, and see your solutions become part of how the team works every day.
\nIf you're already the person who looks at a repetitive task and thinks \"there has to be a way to automate this\", we'd love to meet you.
","descriptionBodyPlain":"About the role\nWe're looking for an AI Automation Intern to work closely with our CTO and Product team on a practical challenge: how can we use AI to make the way we build products faster and smarter?\nAs Zocks grows, we're exploring new ways to use AI to improve how information flows between teams, reduce manual work, and make our internal processes more efficient.\nThis isn't a traditional Product Management or Engineering internship. You'll be building AI-powered workflows, agents, and internal tools that help our teams work more efficiently, with direct support from our CTO and Product Managers.\nYou'll get hands-on experience experimenting with AI in a real product environment, turning ideas into working solutions that people actually use.\nWhat you'll do\nWork closely with our CTO and Product Managers to understand how our internal processes work and where AI could make a difference\nIdentify repetitive tasks, information gaps, and opportunities for automation across Product and business workflows\nBuild and experiment with AI-powered agents, automations, and internal tools\nConnect information and workflows across existing tools and systems\nPrototype solutions quickly, test them with real users, and improve them based on feedback\nHelp turn successful experiments into workflows our teams can actually rely on\nWhat you might work on\nBuilding AI-powered agents and internal tools that help our Product and Business teams work more efficiently\nAutomating how information is collected, organized, and shared across teams\nExperimenting with AI solutions that make product knowledge easier to access and use\nConnecting existing tools and systems to create smarter, more automated workflows\nTurning repetitive manual processes into scalable, AI-powered solutions\nYou'll have the opportunity to work on real business challenges, experiment with different approaches, and see your solutions put into practice.\nWhat we're looking for\nYou don't need years of professional experience, but we do expect you to have some hands-on experience, whether through internships, university projects, or things you've built on your own.\nWe're looking for someone who genuinely enjoys technology, experiments with new tools, and doesn't wait for an assignment to start building something.\nYou might be studying Computer Science, Business Informatics, AI, Data, or a similar field – but what you've actually tried and built matters more than the name of your degree.\nYou'll probably enjoy this role if you:\nLike experimenting with AI tools and finding practical ways to use them\nEnjoy building things, even if they're small, imperfect, or just for fun\nLike understanding how a process works before trying to improve it\nCan break ambiguous problems into logical steps and figure things out independently\nEnjoy building quick prototypes, testing ideas, and iterating on them\nCan understand non-technical people's problems and turn them into practical solutions\nAre curious about what AI can already automate today – and where it still falls short\nRequirements\nActive full-time university student status in Hungary\nAbility to work 27+ hours between Monday and Thursday\nSome practical experience through previous work, internships, university projects, or personal side projects\nHands-on experience building at least one AI-powered proof of concept, automation, agent, or small application, using tools such as Claude, Claude Code, Cursor, ChatGPT, n8n, or similar. It doesn't need to be production-ready!\nStrong problem-solving skills and the ability to work independently\nFluent Hungarian and good written and spoken English\nAvailability to work from our Budapest office Monday–Thursday (Science Park is very close to BME)\nWhy join Zocks?\nZocks is an AI-native company building technology for the US financial advisory industry. Our platform helps financial advisors automate and simplify their daily work, from client meetings and emails to follow-ups, documents, scheduling, and reporting.\nOur entire R&D organization – Engineering, Product, Design, Data, and Infrastructure – is based in Budapest, where we build and shape the product and technology behind it.\nIn this internship, you'll work directly with our CTO and Product team, getting a close look at how an AI product company operates and how product decisions are made.\nYou won't be given a finished system to maintain. You'll have room to explore, build, test, fail, improve, and see your solutions become part of how the team works every day.\nIf you're already the person who looks at a repetitive task and thinks \"there has to be a way to automate this\", we'd love to meet you.\n","hostedUrl":"https://jobs.lever.co/zocks/2e90cb3b-dac8-427c-9611-755eaaf688b8","applyUrl":"https://jobs.lever.co/zocks/2e90cb3b-dac8-427c-9611-755eaaf688b8/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
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 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
About the Role
\n
We’re growing extremely quickly and need sharp, energetic people to fuel the top of our sales funnel. The SDR is the first point of contact for many prospects—you’ll be responsible for engaging them, sparking their curiosity, and booking meetings that lead to big opportunities. If you’re ambitious, goal-driven, and thrive on creating momentum, this role is your launchpad into a high-impact sales career at Zocks.
\n
What You'll Do
\n
\n- Execute outbound prospecting through calls, emails, and social platforms.
\n- Research target accounts and identify decision-makers.
\n- Set qualified meetings for Account Executives.
\n- Manage and track outreach activities in the SalesLoft and Salesforce.
\n- Collaborate with Marketing and Sales to improve messaging and processes.
\n- Consistently hit and exceed monthly pipeline creation targets.
\n
\n
What You Bring
\n
\n- Comfort with high daily dial volume, and an interest in using AI tools such as dialers and LinkedIn automation to work smarter
\n- Resilient, persistent, and motivated by hitting targets.
\n- Strong organization and follow-through across a large volume of prospects
\n- 1–2 years in sales, customer service, or related field (internships count).
\n- FStrong communication and active listening skills.
\n- Comfortable working in a fast-paced, evolving environment.
\n- Familiarity with financial services or wealth management is a plus but not required. We'll teach you the industry.
\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 growing extremely quickly and need sharp, energetic people to fuel the top of our sales funnel. The SDR is the first point of contact for many prospects—you’ll be responsible for engaging them, sparking their curiosity, and booking meetings that lead to big opportunities. If you’re ambitious, goal-driven, and thrive on creating momentum, this role is your launchpad into a high-impact sales career at Zocks.
\n
What You'll Do
\n
\n- Execute outbound prospecting through calls, emails, and social platforms.
\n- Research target accounts and identify decision-makers.
\n- Set qualified meetings for Account Executives.
\n- Manage and track outreach activities in the SalesLoft and Salesforce.
\n- Collaborate with Marketing and Sales to improve messaging and processes.
\n- Consistently hit and exceed monthly pipeline creation targets.
\n
\n
What You Bring
\n
\n- Comfort with high daily dial volume, and an interest in using AI tools such as dialers and LinkedIn automation to work smarter
\n- Resilient, persistent, and motivated by hitting targets.
\n- Strong organization and follow-through across a large volume of prospects
\n- 1–2 years in sales, customer service, or related field (internships count).
\n- FStrong communication and active listening skills.
\n- Comfortable working in a fast-paced, evolving environment.
\n- Familiarity with financial services or wealth management is a plus but not required. We'll teach you the industry.
\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":1792583356379,"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\nData plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions.\nWe're looking for a Senior Data Engineer to help develop and enhance our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow.\nYou'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to contributing to new data lake solutions, you'll have the opportunity to make a meaningful impact on how data is processed, managed, and made available across Zocks.\nThis is a hands-on engineering role with strong ownership. You'll design and implement technical solutions, contribute to architectural decisions, and work closely with other engineering teams to build reliable, scalable data systems.\nJob Description\nAs a Senior Data Engineer at Zocks, you'll take ownership of developing, maintaining, and improving our data infrastructure, balancing product requirements with reliability, performance, and scalability.\nYou'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, solving engineering challenges across our data ecosystem.\nWorking closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions.\nWe're looking for someone who combines strong hands-on engineering skills with a proactive mindset, enjoys solving complex technical problems, and can independently deliver solutions from initial design through production.\nWhat You'll Own\nBuild and evolve our data infrastructure\nDesign, develop, and maintain production data pipelines, ensuring reliability, performance, scalability, and maintainability.\nImplement new data pipelines, integrations, and data processing capabilities to support our product.\nContribute to the design and implementation of new data lake solutions.\nOptimize data processing, storage, and orchestration to support growing data volumes and complex use cases.\nParticipate in architectural discussions, evaluate technical approaches, and propose improvements to existing solutions.\nBuild reliable, production-grade data systems\nDevelop and enhance automated data quality checks, monitoring, and alerting capabilities.\nApply engineering best practices for data pipeline testing, observability, documentation, and reliability.\nIdentify, troubleshoot, and resolve data quality issues, pipeline failures, and performance bottlenecks.\nImprove data consistency, completeness, and availability across systems.\nTake end-to-end ownership of assigned data engineering solutions, from implementation to production operation.\nCollaborate across Data and Engineering\nWork closely with the Head of Data and Data Analysts to understand data requirements and deliver reliable, accessible data for analytics and reporting.\nCollaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability.\nPartner with Software Engineering teams to integrate new data sources and support enterprise product requirements.\nContribute to technical discussions, share knowledge, and help identify opportunities to improve our data engineering practices.\nProactively suggest solutions, evaluate technical trade-offs, and collaborate with other engineers on implementation decisions.\nRequired Skills and Qualifications\n5+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience working with production data systems.\nStrong Python and SQL skills, with experience designing, developing, and maintaining reliable data pipelines.\nSolid understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.\nHands-on experience with cloud-based data infrastructure, preferably AWS.\nExperience working with data warehousing, data storage, and data processing technologies.\nExperience with data quality, monitoring, testing, troubleshooting, and performance optimization.\nAbility to independently design and implement technical solutions, evaluate trade-offs, and solve complex engineering problems.\nExperience collaborating with Data, Infrastructure, and Software Engineering teams.\nStrong problem-solving skills, a proactive mindset, and a sense of ownership.\nExcellent English communication skills; fluent Hungarian is also required.\nPreferred Qualifications\nHands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset.\nExperience working with data lakes or lakehouse architectures.\nExperience implementing automated data quality checks, monitoring, and alerting.\nFamiliarity with Infrastructure as Code, CI/CD, and modern DevOps practices.\nExperience working in a B2B SaaS or data-intensive product environment.\nExposure to AI-native products or data infrastructure supporting AI/ML use cases.\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
\nData plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions.
\nWe're looking for a Senior Data Engineer to help develop and enhance our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow.
\nYou'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to contributing to new data lake solutions, you'll have the opportunity to make a meaningful impact on how data is processed, managed, and made available across Zocks.
\nThis is a hands-on engineering role with strong ownership. You'll design and implement technical solutions, contribute to architectural decisions, and work closely with other engineering teams to build reliable, scalable data systems.
\nJob Description
\nAs a Senior Data Engineer at Zocks, you'll take ownership of developing, maintaining, and improving our data infrastructure, balancing product requirements with reliability, performance, and scalability.
\nYou'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, solving engineering challenges across our data ecosystem.
\nWorking closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions.
\nWe're looking for someone who combines strong hands-on engineering skills with a proactive mindset, enjoys solving complex technical problems, and can independently deliver solutions from initial design through production.
\nWhat You'll Own
\nBuild and evolve our data infrastructure
\n\n- Design, develop, and maintain production data pipelines, ensuring reliability, performance, scalability, and maintainability.
\n- Implement new data pipelines, integrations, and data processing capabilities to support our product.
\n- Contribute to the design and implementation of new data lake solutions.
\n- Optimize data processing, storage, and orchestration to support growing data volumes and complex use cases.
\n- Participate in architectural discussions, evaluate technical approaches, and propose improvements to existing solutions.
\n
\nBuild reliable, production-grade data systems
\n\n- Develop and enhance automated data quality checks, monitoring, and alerting capabilities.
\n- Apply engineering best practices for data pipeline testing, observability, documentation, and reliability.
\n- Identify, troubleshoot, and resolve data quality issues, pipeline failures, and performance bottlenecks.
\n- Improve data consistency, completeness, and availability across systems.
\n- Take end-to-end ownership of assigned data engineering solutions, from implementation to production operation.
\n
\nCollaborate across Data and Engineering
\n\n- Work closely with the Head of Data and Data Analysts to understand data requirements and deliver reliable, accessible data for analytics and reporting.
\n- Collaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability.
\n- Partner with Software Engineering teams to integrate new data sources and support enterprise product requirements.
\n- Contribute to technical discussions, share knowledge, and help identify opportunities to improve our data engineering practices.
\n- Proactively suggest solutions, evaluate technical trade-offs, and collaborate with other engineers on implementation decisions.
\n
\nRequired Skills and Qualifications
\n\n- 5+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience working with production data systems.
\n- Strong Python and SQL skills, with experience designing, developing, and maintaining reliable data pipelines.
\n- Solid understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.
\n- Hands-on experience with cloud-based data infrastructure, preferably AWS.
\n- Experience working with data warehousing, data storage, and data processing technologies.
\n- Experience with data quality, monitoring, testing, troubleshooting, and performance optimization.
\n- Ability to independently design and implement technical solutions, evaluate trade-offs, and solve complex engineering problems.
\n- Experience collaborating with Data, Infrastructure, and Software Engineering teams.
\n- Strong problem-solving skills, a proactive mindset, and a sense of ownership.
\n- Excellent English communication skills; fluent Hungarian is also required.
\n
\nPreferred Qualifications
\n\n- Hands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset.
\n- Experience working with data lakes or lakehouse architectures.
\n- Experience implementing automated data quality checks, monitoring, and alerting.
\n- Familiarity with Infrastructure as Code, CI/CD, and modern DevOps practices.
\n- Experience working in a B2B SaaS or data-intensive product environment.
\n- Exposure to AI-native products or data infrastructure supporting AI/ML use cases.
\n
","id":"e2a33ad5-48a3-44be-9766-f5c761ab3b5a","lists":[],"text":"Senior Data 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
\nData plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions.
\nWe're looking for a Senior Data Engineer to help develop and enhance our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow.
\nYou'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to contributing to new data lake solutions, you'll have the opportunity to make a meaningful impact on how data is processed, managed, and made available across Zocks.
\nThis is a hands-on engineering role with strong ownership. You'll design and implement technical solutions, contribute to architectural decisions, and work closely with other engineering teams to build reliable, scalable data systems.
\nJob Description
\nAs a Senior Data Engineer at Zocks, you'll take ownership of developing, maintaining, and improving our data infrastructure, balancing product requirements with reliability, performance, and scalability.
\nYou'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, solving engineering challenges across our data ecosystem.
\nWorking closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions.
\nWe're looking for someone who combines strong hands-on engineering skills with a proactive mindset, enjoys solving complex technical problems, and can independently deliver solutions from initial design through production.
\nWhat You'll Own
\nBuild and evolve our data infrastructure
\n\n- Design, develop, and maintain production data pipelines, ensuring reliability, performance, scalability, and maintainability.
\n- Implement new data pipelines, integrations, and data processing capabilities to support our product.
\n- Contribute to the design and implementation of new data lake solutions.
\n- Optimize data processing, storage, and orchestration to support growing data volumes and complex use cases.
\n- Participate in architectural discussions, evaluate technical approaches, and propose improvements to existing solutions.
\n
\nBuild reliable, production-grade data systems
\n\n- Develop and enhance automated data quality checks, monitoring, and alerting capabilities.
\n- Apply engineering best practices for data pipeline testing, observability, documentation, and reliability.
\n- Identify, troubleshoot, and resolve data quality issues, pipeline failures, and performance bottlenecks.
\n- Improve data consistency, completeness, and availability across systems.
\n- Take end-to-end ownership of assigned data engineering solutions, from implementation to production operation.
\n
\nCollaborate across Data and Engineering
\n\n- Work closely with the Head of Data and Data Analysts to understand data requirements and deliver reliable, accessible data for analytics and reporting.
\n- Collaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability.
\n- Partner with Software Engineering teams to integrate new data sources and support enterprise product requirements.
\n- Contribute to technical discussions, share knowledge, and help identify opportunities to improve our data engineering practices.
\n- Proactively suggest solutions, evaluate technical trade-offs, and collaborate with other engineers on implementation decisions.
\n
\nRequired Skills and Qualifications
\n\n- 5+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience working with production data systems.
\n- Strong Python and SQL skills, with experience designing, developing, and maintaining reliable data pipelines.
\n- Solid understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.
\n- Hands-on experience with cloud-based data infrastructure, preferably AWS.
\n- Experience working with data warehousing, data storage, and data processing technologies.
\n- Experience with data quality, monitoring, testing, troubleshooting, and performance optimization.
\n- Ability to independently design and implement technical solutions, evaluate trade-offs, and solve complex engineering problems.
\n- Experience collaborating with Data, Infrastructure, and Software Engineering teams.
\n- Strong problem-solving skills, a proactive mindset, and a sense of ownership.
\n- Excellent English communication skills; fluent Hungarian is also required.
\n
\nPreferred Qualifications
\n\n- Hands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset.
\n- Experience working with data lakes or lakehouse architectures.
\n- Experience implementing automated data quality checks, monitoring, and alerting.
\n- Familiarity with Infrastructure as Code, CI/CD, and modern DevOps practices.
\n- Experience working in a B2B SaaS or data-intensive product environment.
\n- Exposure to AI-native products or data infrastructure supporting AI/ML use cases.
\n
","descriptionBodyPlain":"Why we're hiring for this role\nData plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions.\nWe're looking for a Senior Data Engineer to help develop and enhance our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow.\nYou'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to contributing to new data lake solutions, you'll have the opportunity to make a meaningful impact on how data is processed, managed, and made available across Zocks.\nThis is a hands-on engineering role with strong ownership. You'll design and implement technical solutions, contribute to architectural decisions, and work closely with other engineering teams to build reliable, scalable data systems.\nJob Description\nAs a Senior Data Engineer at Zocks, you'll take ownership of developing, maintaining, and improving our data infrastructure, balancing product requirements with reliability, performance, and scalability.\nYou'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, solving engineering challenges across our data ecosystem.\nWorking closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions.\nWe're looking for someone who combines strong hands-on engineering skills with a proactive mindset, enjoys solving complex technical problems, and can independently deliver solutions from initial design through production.\nWhat You'll Own\nBuild and evolve our data infrastructure\nDesign, develop, and maintain production data pipelines, ensuring reliability, performance, scalability, and maintainability.\nImplement new data pipelines, integrations, and data processing capabilities to support our product.\nContribute to the design and implementation of new data lake solutions.\nOptimize data processing, storage, and orchestration to support growing data volumes and complex use cases.\nParticipate in architectural discussions, evaluate technical approaches, and propose improvements to existing solutions.\nBuild reliable, production-grade data systems\nDevelop and enhance automated data quality checks, monitoring, and alerting capabilities.\nApply engineering best practices for data pipeline testing, observability, documentation, and reliability.\nIdentify, troubleshoot, and resolve data quality issues, pipeline failures, and performance bottlenecks.\nImprove data consistency, completeness, and availability across systems.\nTake end-to-end ownership of assigned data engineering solutions, from implementation to production operation.\nCollaborate across Data and Engineering\nWork closely with the Head of Data and Data Analysts to understand data requirements and deliver reliable, accessible data for analytics and reporting.\nCollaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability.\nPartner with Software Engineering teams to integrate new data sources and support enterprise product requirements.\nContribute to technical discussions, share knowledge, and help identify opportunities to improve our data engineering practices.\nProactively suggest solutions, evaluate technical trade-offs, and collaborate with other engineers on implementation decisions.\nRequired Skills and Qualifications\n5+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience working with production data systems.\nStrong Python and SQL skills, with experience designing, developing, and maintaining reliable data pipelines.\nSolid understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.\nHands-on experience with cloud-based data infrastructure, preferably AWS.\nExperience working with data warehousing, data storage, and data processing technologies.\nExperience with data quality, monitoring, testing, troubleshooting, and performance optimization.\nAbility to independently design and implement technical solutions, evaluate trade-offs, and solve complex engineering problems.\nExperience collaborating with Data, Infrastructure, and Software Engineering teams.\nStrong problem-solving skills, a proactive mindset, and a sense of ownership.\nExcellent English communication skills; fluent Hungarian is also required.\nPreferred Qualifications\nHands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset.\nExperience working with data lakes or lakehouse architectures.\nExperience implementing automated data quality checks, monitoring, and alerting.\nFamiliarity with Infrastructure as Code, CI/CD, and modern DevOps practices.\nExperience working in a B2B SaaS or data-intensive product environment.\nExposure to AI-native products or data infrastructure supporting AI/ML use cases.\n","hostedUrl":"https://jobs.lever.co/zocks/e2a33ad5-48a3-44be-9766-f5c761ab3b5a","applyUrl":"https://jobs.lever.co/zocks/e2a33ad5-48a3-44be-9766-f5c761ab3b5a/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":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":1790929369148,"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","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:
As our product and engineering organization grows, the infrastructure behind it needs to scale with increasing complexity, traffic, and reliability expectations. We’re looking for a Senior Platform Engineer to help evolve the platform our engineering teams build and run on - from Kubernetes and cloud infrastructure to deployment, observability, data services, and distributed workloads.
\n
This is not a role focused on operating existing infrastructure or executing predefined tasks. We’re looking for someone who understands the systems underneath the tooling, can make sound architectural decisions, and enjoys improving how engineers build, deploy, and operate software.
\n
\n\n
Design and evolve our cloud platform with scalability, reliability, security, and multi-region operation in mind\nOwn and improve Kubernetes environments, including cluster architecture, networking, workloads, scaling, reliability, and operational patterns\nImprove the developer experience from local development through CI/CD to production\nDesign and optimize network topology for connectivity, latency, throughput, and resilience\nBuild and evolve observability that provides meaningful insights for engineering and operations rather than simply generating alerts\nSupport and improve infrastructure around stateful and distributed systems\nWork closely with software engineers on infrastructure and architecture decisions instead of treating infrastructure as a separate operational layer\nExplore and adopt AI-powered engineering tools where they can meaningfully improve platform engineering and operational workflows\nParticipate in a shared fair on-call rotation, with a focus on sustainable operations, low alert noise, automation, and continuous reliability improvements\n\n"},{"text":"Most of this applies to you:","content":"\n\n
Strong hands-on experience designing and operating production cloud infrastructure; AWS experience is preferred, but strong fundamentals from another major cloud environment can transfer well\nDeep understanding of Kubernetes - not only deploying and operating workloads, but understanding the underlying concepts and mindset on running cloud-native applications\nStrong Linux fundamentals\nStrong understanding of networking, including private/public networking, DNS, load balancing, VPNs, firewalls, and cloud networking concepts\nExperience designing and maintaining infrastructure as code, preferably with Terraform\nExperience building and evolving software delivery platforms and CI/CD pipelines from pull request to production\nSolid scripting or software engineering skills, preferably in Python or Go\nExperience designing observability and monitoring for complex production systems\nUnderstanding of distributed systems and the trade-offs involved in building highly available and resilient services\nHands-on experience using AI-powered development or infrastructure tooling as part of your everyday engineering workflow - maintaining and developing skills, plugins\nAbility to reason about infrastructure beyond a specific cloud provider — storage, compute, networking, containers, databases, and distributed workloads rather than relying primarily on vendor-specific tooling\n\n"},{"text":"Nice to have:","content":"\n\n
Database administration experience, particularly with MySQL\nExperience with durable execution/workflow technologies such as Temporal or similar systems\nExperience with data-intensive platforms or previous exposure to data engineering\nExperience operating multi-region infrastructure\nExperience building internal developer platforms, self-service infrastructure, or platform abstractions used by multiple engineering teams\n\n"},{"text":"Requirements:","content":"\n\n
5+ years of relevant experience in Platform Engineering, Cloud Engineering, SRE, DevOps, or a closely related field\nStrong English and Hungarian communication skills\nExperience working in complex production environments and collaborating closely with software engineering teams\nComfortable taking ownership of ambiguous infrastructure problems and designing solutions rather than only implementing predefined ones\nExperience working in a fast-moving product or startup environment is a strong advantage\n\n"}],"text":"Senior Platform 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:
As our product and engineering organization grows, the infrastructure behind it needs to scale with increasing complexity, traffic, and reliability expectations. We’re looking for a Senior Platform Engineer to help evolve the platform our engineering teams build and run on - from Kubernetes and cloud infrastructure to deployment, observability, data services, and distributed workloads.
\n
This is not a role focused on operating existing infrastructure or executing predefined tasks. We’re looking for someone who understands the systems underneath the tooling, can make sound architectural decisions, and enjoys improving how engineers build, deploy, and operate software.
\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":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"},{"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 is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. These organizations evaluate AI rigorously, and their decisions involve heads of AI, enterprise architects, security, and compliance alongside business leaders. The Solution Consultant is the technical and business authority in those evaluations, and drives continued growth and innovation afterwards.
\n
You will partner with our Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits within it, and demonstrate that fit credibly. Beyond individual opportunities, you will identify recurring customer needs that Zocks can address with new solutions, and you will partner with the broader solutions organization to transform proposed designs into production reality.
\n
This role is suited to a consultant: someone equally comfortable leading discovery with an operations executive and discussing AI architecture with a firm's technical leadership. Someone who’s not satisfied with winning a deal and impatient to start designing the solution that gets us an even deeper relationship with the client.
\n
What You'll Do
\n
\n- Lead technical and business discovery with enterprise and strategic clients and prospects, translating their workflows, systems, and requirements into a clear Zocks solution design.
\n- Design and deliver tailored demonstrations and proofs of concept that show how Zocks operates within a prospect's environment and integrations.
\n- Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling in discussions with technical, security, and compliance stakeholders.
\n- Identify recurring customer needs across opportunities and shape them into new Zocks-based solutions.
\n- Build reusable assets, reference designs, and solution materials that raise the quality and consistency of enterprise selling.
\n- Partner closely with delivery teams to ensure a clean transition from sale to implementation and to keep scoped commitments aligned with delivery.
\n- Bring structured customer feedback to Product and Product Marketing, and keep Account Executives current on new capabilities and positioning.
\n
\n
What Success Looks Like
\n
\n- Enterprise and strategic opportunities advance and close with technical confidence, on solutions designed around each customer's requirements
\n- Solutions identified in the field become repeatable Zocks offerings
\n- Customers move from signature into delivery with no gap between what was sold and what is implemented
\n- Customers evolve from standard Zocks use cases to advanced custom solutions
\n
\n
What You Bring
\n
\n- Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagements
\n- Intermediate to expert knowledge of AI systems and architecture, with the ability to speak credibly to highly technical audiences about how AI applications are built, governed, and deployed
\n- Strong grounding in integration design and common enterprise integration patterns, including CRM platforms such as Salesforce
\n- Experience across both presales and post-sale delivery or consulting is strongly preferred
\n- Familiarity with financial services or another regulated industry is preferred
\n- Executive presence and clear written and verbal communication, including the ability to translate technical detail for business decision-makers
\n- Comfort operating in a growth-stage environment where processes and assets are still being built.
\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, UT, WA, WI
\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 interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
Compensation
\n
\n- 180 - 200K base salary + $60K Commission
\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 is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. These organizations evaluate AI rigorously, and their decisions involve heads of AI, enterprise architects, security, and compliance alongside business leaders. The Solution Consultant is the technical and business authority in those evaluations, and drives continued growth and innovation afterwards.
\n
You will partner with our Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits within it, and demonstrate that fit credibly. Beyond individual opportunities, you will identify recurring customer needs that Zocks can address with new solutions, and you will partner with the broader solutions organization to transform proposed designs into production reality.
\n
This role is suited to a consultant: someone equally comfortable leading discovery with an operations executive and discussing AI architecture with a firm's technical leadership. Someone who’s not satisfied with winning a deal and impatient to start designing the solution that gets us an even deeper relationship with the client.
\n
What You'll Do
\n
\n- Lead technical and business discovery with enterprise and strategic clients and prospects, translating their workflows, systems, and requirements into a clear Zocks solution design.
\n- Design and deliver tailored demonstrations and proofs of concept that show how Zocks operates within a prospect's environment and integrations.
\n- Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling in discussions with technical, security, and compliance stakeholders.
\n- Identify recurring customer needs across opportunities and shape them into new Zocks-based solutions.
\n- Build reusable assets, reference designs, and solution materials that raise the quality and consistency of enterprise selling.
\n- Partner closely with delivery teams to ensure a clean transition from sale to implementation and to keep scoped commitments aligned with delivery.
\n- Bring structured customer feedback to Product and Product Marketing, and keep Account Executives current on new capabilities and positioning.
\n
\n
What Success Looks Like
\n
\n- Enterprise and strategic opportunities advance and close with technical confidence, on solutions designed around each customer's requirements
\n- Solutions identified in the field become repeatable Zocks offerings
\n- Customers move from signature into delivery with no gap between what was sold and what is implemented
\n- Customers evolve from standard Zocks use cases to advanced custom solutions
\n
\n
What You Bring
\n
\n- Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagements
\n- Intermediate to expert knowledge of AI systems and architecture, with the ability to speak credibly to highly technical audiences about how AI applications are built, governed, and deployed
\n- Strong grounding in integration design and common enterprise integration patterns, including CRM platforms such as Salesforce
\n- Experience across both presales and post-sale delivery or consulting is strongly preferred
\n- Familiarity with financial services or another regulated industry is preferred
\n- Executive presence and clear written and verbal communication, including the ability to translate technical detail for business decision-makers
\n- Comfort operating in a growth-stage environment where processes and assets are still being built.
\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, UT, WA, WI
\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 interviews
\n- Offer pending references.
\n
\n
Total estimated time: ~3 hours
\n
Compensation
\n
\n- 180 - 200K base salary + $60K Commission
\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":1788189599955,"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\nData plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions.\nWe're looking for a Staff Data Engineer to take a leading technical role in developing our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow.\nYou'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to designing and implementing new data lake solutions, you'll have the opportunity to shape the technical direction of data engineering at Zocks.\nThis is a hands-on individual contributor role with significant technical ownership. You'll drive architectural decisions, champion engineering best practices, and build solutions that scale with our product and organization.\nJob Description\nAs a Staff Data Engineer at Zocks, you'll drive the technical design, development, and evolution of our data infrastructure, balancing immediate product needs with long-term reliability, performance, and scalability.\nYou'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, taking ownership of complex engineering challenges across our data ecosystem.\nWorking closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions.\nWe're looking for someone who combines deep hands-on engineering expertise with strong architectural thinking, challenges existing approaches, and can drive complex technical initiatives from initial design through production.\nWhat You'll Own\nShape and evolve our data architecture\nDrive technical decisions around data architecture, pipeline design, orchestration, storage, and processing.\nOwn the evolution of production data pipelines, improving their reliability, performance, scalability, and maintainability.\nPlay a key technical role in designing and implementing new data lake solutions, including architectural choices and implementation.\nDesign and implement new data pipelines, integrations, and data processing capabilities to support our product.\nEvaluate technologies and architectural approaches, making pragmatic trade-offs between short-term delivery and long-term scalability.\nBuild reliable, production-grade data systems\nDevelop and advance automated data quality checks, monitoring, and alerting capabilities.\nDefine and champion engineering best practices for data pipeline testing, observability, documentation, and reliability.\nProactively identify and address performance bottlenecks, data inconsistencies, and architectural limitations.\nImprove data processing and storage efficiency to support growing data volumes and complex use cases.\nTake end-to-end ownership of critical data engineering solutions, from design and implementation to production operation.\nDrive technical collaboration and engineering standards\nPartner with the Head of Data to shape technical priorities and the long-term evolution of our data engineering capabilities.\nWork closely with Data Analysts to understand data requirements and ensure reliable, accessible data for analytics and reporting.\nCollaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability.\nPartner with Software Engineering teams to integrate new data sources and support enterprise product requirements.\nLead technical discussions, challenge assumptions, and help teams make well-informed architectural decisions.\nShare technical knowledge, promote reusable patterns, and champion engineering standards across the Data team.\nRequired Skills and Qualifications\n7+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience owning complex production data systems.\nExpert-level Python and SQL skills, with a strong track record of designing and building reliable, scalable data pipelines.\nDeep understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.\nStrong hands-on experience with cloud-based data infrastructure, preferably AWS.\nProven experience making architectural decisions and leading complex technical initiatives from design through production.\nSolid understanding of data warehousing, data storage, distributed data processing, and performance optimization.\nExperience with engineering practices around data quality, monitoring, testing, and operational reliability.\nAbility to independently identify technical challenges, evaluate trade-offs, and drive solutions without relying on predefined requirements.\nExperience collaborating across Data, Infrastructure, and Software Engineering teams, with the ability to influence technical decisions beyond your immediate area.\nExcellent English communication skills; fluent Hungarian is also required.\nPreferred Qualifications\nHands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset.\nExperience designing and implementing data lakes or lakehouse architectures.\nExperience building automated data quality frameworks, validation processes, and alerting systems.\nFamiliarity with Infrastructure as Code, CI/CD, and modern DevOps practices.\nExperience shaping data engineering standards and infrastructure in a product organization.\nBackground in B2B SaaS or data-intensive product development.\nExposure to AI-native products or data infrastructure supporting AI/ML use cases.\nExperience mentoring engineers or providing technical guidance across teams.\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
\nData plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions.
\nWe're looking for a Staff Data Engineer to take a leading technical role in developing our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow.
\nYou'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to designing and implementing new data lake solutions, you'll have the opportunity to shape the technical direction of data engineering at Zocks.
\nThis is a hands-on individual contributor role with significant technical ownership. You'll drive architectural decisions, champion engineering best practices, and build solutions that scale with our product and organization.
\nJob Description
\nAs a Staff Data Engineer at Zocks, you'll drive the technical design, development, and evolution of our data infrastructure, balancing immediate product needs with long-term reliability, performance, and scalability.
\nYou'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, taking ownership of complex engineering challenges across our data ecosystem.
\nWorking closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions.
\nWe're looking for someone who combines deep hands-on engineering expertise with strong architectural thinking, challenges existing approaches, and can drive complex technical initiatives from initial design through production.
\nWhat You'll Own
\nShape and evolve our data architecture
\n\n- Drive technical decisions around data architecture, pipeline design, orchestration, storage, and processing.
\n- Own the evolution of production data pipelines, improving their reliability, performance, scalability, and maintainability.
\n- Play a key technical role in designing and implementing new data lake solutions, including architectural choices and implementation.
\n- Design and implement new data pipelines, integrations, and data processing capabilities to support our product.
\n- Evaluate technologies and architectural approaches, making pragmatic trade-offs between short-term delivery and long-term scalability.
\n
\nBuild reliable, production-grade data systems
\n\n- Develop and advance automated data quality checks, monitoring, and alerting capabilities.
\n- Define and champion engineering best practices for data pipeline testing, observability, documentation, and reliability.
\n- Proactively identify and address performance bottlenecks, data inconsistencies, and architectural limitations.
\n- Improve data processing and storage efficiency to support growing data volumes and complex use cases.
\n- Take end-to-end ownership of critical data engineering solutions, from design and implementation to production operation.
\n
\nDrive technical collaboration and engineering standards
\n\n- Partner with the Head of Data to shape technical priorities and the long-term evolution of our data engineering capabilities.
\n- Work closely with Data Analysts to understand data requirements and ensure reliable, accessible data for analytics and reporting.
\n- Collaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability.
\n- Partner with Software Engineering teams to integrate new data sources and support enterprise product requirements.
\n- Lead technical discussions, challenge assumptions, and help teams make well-informed architectural decisions.
\n- Share technical knowledge, promote reusable patterns, and champion engineering standards across the Data team.
\n
\nRequired Skills and Qualifications
\n\n- 7+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience owning complex production data systems.
\n- Expert-level Python and SQL skills, with a strong track record of designing and building reliable, scalable data pipelines.
\n- Deep understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.
\n- Strong hands-on experience with cloud-based data infrastructure, preferably AWS.
\n- Proven experience making architectural decisions and leading complex technical initiatives from design through production.
\n- Solid understanding of data warehousing, data storage, distributed data processing, and performance optimization.
\n- Experience with engineering practices around data quality, monitoring, testing, and operational reliability.
\n- Ability to independently identify technical challenges, evaluate trade-offs, and drive solutions without relying on predefined requirements.
\n- Experience collaborating across Data, Infrastructure, and Software Engineering teams, with the ability to influence technical decisions beyond your immediate area.
\n- Excellent English communication skills; fluent Hungarian is also required.
\n
\nPreferred Qualifications
\n\n- Hands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset.
\n- Experience designing and implementing data lakes or lakehouse architectures.
\n- Experience building automated data quality frameworks, validation processes, and alerting systems.
\n- Familiarity with Infrastructure as Code, CI/CD, and modern DevOps practices.
\n- Experience shaping data engineering standards and infrastructure in a product organization.
\n- Background in B2B SaaS or data-intensive product development.
\n- Exposure to AI-native products or data infrastructure supporting AI/ML use cases.
\n- Experience mentoring engineers or providing technical guidance across teams.
\n
","id":"ac947e4b-f1fc-449d-9d73-90c1b17f35bb","lists":[],"text":"Staff Data 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
\nData plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions.
\nWe're looking for a Staff Data Engineer to take a leading technical role in developing our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow.
\nYou'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to designing and implementing new data lake solutions, you'll have the opportunity to shape the technical direction of data engineering at Zocks.
\nThis is a hands-on individual contributor role with significant technical ownership. You'll drive architectural decisions, champion engineering best practices, and build solutions that scale with our product and organization.
\nJob Description
\nAs a Staff Data Engineer at Zocks, you'll drive the technical design, development, and evolution of our data infrastructure, balancing immediate product needs with long-term reliability, performance, and scalability.
\nYou'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, taking ownership of complex engineering challenges across our data ecosystem.
\nWorking closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions.
\nWe're looking for someone who combines deep hands-on engineering expertise with strong architectural thinking, challenges existing approaches, and can drive complex technical initiatives from initial design through production.
\nWhat You'll Own
\nShape and evolve our data architecture
\n\n- Drive technical decisions around data architecture, pipeline design, orchestration, storage, and processing.
\n- Own the evolution of production data pipelines, improving their reliability, performance, scalability, and maintainability.
\n- Play a key technical role in designing and implementing new data lake solutions, including architectural choices and implementation.
\n- Design and implement new data pipelines, integrations, and data processing capabilities to support our product.
\n- Evaluate technologies and architectural approaches, making pragmatic trade-offs between short-term delivery and long-term scalability.
\n
\nBuild reliable, production-grade data systems
\n\n- Develop and advance automated data quality checks, monitoring, and alerting capabilities.
\n- Define and champion engineering best practices for data pipeline testing, observability, documentation, and reliability.
\n- Proactively identify and address performance bottlenecks, data inconsistencies, and architectural limitations.
\n- Improve data processing and storage efficiency to support growing data volumes and complex use cases.
\n- Take end-to-end ownership of critical data engineering solutions, from design and implementation to production operation.
\n
\nDrive technical collaboration and engineering standards
\n\n- Partner with the Head of Data to shape technical priorities and the long-term evolution of our data engineering capabilities.
\n- Work closely with Data Analysts to understand data requirements and ensure reliable, accessible data for analytics and reporting.
\n- Collaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability.
\n- Partner with Software Engineering teams to integrate new data sources and support enterprise product requirements.
\n- Lead technical discussions, challenge assumptions, and help teams make well-informed architectural decisions.
\n- Share technical knowledge, promote reusable patterns, and champion engineering standards across the Data team.
\n
\nRequired Skills and Qualifications
\n\n- 7+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience owning complex production data systems.
\n- Expert-level Python and SQL skills, with a strong track record of designing and building reliable, scalable data pipelines.
\n- Deep understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.
\n- Strong hands-on experience with cloud-based data infrastructure, preferably AWS.
\n- Proven experience making architectural decisions and leading complex technical initiatives from design through production.
\n- Solid understanding of data warehousing, data storage, distributed data processing, and performance optimization.
\n- Experience with engineering practices around data quality, monitoring, testing, and operational reliability.
\n- Ability to independently identify technical challenges, evaluate trade-offs, and drive solutions without relying on predefined requirements.
\n- Experience collaborating across Data, Infrastructure, and Software Engineering teams, with the ability to influence technical decisions beyond your immediate area.
\n- Excellent English communication skills; fluent Hungarian is also required.
\n
\nPreferred Qualifications
\n\n- Hands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset.
\n- Experience designing and implementing data lakes or lakehouse architectures.
\n- Experience building automated data quality frameworks, validation processes, and alerting systems.
\n- Familiarity with Infrastructure as Code, CI/CD, and modern DevOps practices.
\n- Experience shaping data engineering standards and infrastructure in a product organization.
\n- Background in B2B SaaS or data-intensive product development.
\n- Exposure to AI-native products or data infrastructure supporting AI/ML use cases.
\n- Experience mentoring engineers or providing technical guidance across teams.
\n
","descriptionBodyPlain":"Why we're hiring for this role\nData plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions.\nWe're looking for a Staff Data Engineer to take a leading technical role in developing our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow.\nYou'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to designing and implementing new data lake solutions, you'll have the opportunity to shape the technical direction of data engineering at Zocks.\nThis is a hands-on individual contributor role with significant technical ownership. You'll drive architectural decisions, champion engineering best practices, and build solutions that scale with our product and organization.\nJob Description\nAs a Staff Data Engineer at Zocks, you'll drive the technical design, development, and evolution of our data infrastructure, balancing immediate product needs with long-term reliability, performance, and scalability.\nYou'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, taking ownership of complex engineering challenges across our data ecosystem.\nWorking closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions.\nWe're looking for someone who combines deep hands-on engineering expertise with strong architectural thinking, challenges existing approaches, and can drive complex technical initiatives from initial design through production.\nWhat You'll Own\nShape and evolve our data architecture\nDrive technical decisions around data architecture, pipeline design, orchestration, storage, and processing.\nOwn the evolution of production data pipelines, improving their reliability, performance, scalability, and maintainability.\nPlay a key technical role in designing and implementing new data lake solutions, including architectural choices and implementation.\nDesign and implement new data pipelines, integrations, and data processing capabilities to support our product.\nEvaluate technologies and architectural approaches, making pragmatic trade-offs between short-term delivery and long-term scalability.\nBuild reliable, production-grade data systems\nDevelop and advance automated data quality checks, monitoring, and alerting capabilities.\nDefine and champion engineering best practices for data pipeline testing, observability, documentation, and reliability.\nProactively identify and address performance bottlenecks, data inconsistencies, and architectural limitations.\nImprove data processing and storage efficiency to support growing data volumes and complex use cases.\nTake end-to-end ownership of critical data engineering solutions, from design and implementation to production operation.\nDrive technical collaboration and engineering standards\nPartner with the Head of Data to shape technical priorities and the long-term evolution of our data engineering capabilities.\nWork closely with Data Analysts to understand data requirements and ensure reliable, accessible data for analytics and reporting.\nCollaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability.\nPartner with Software Engineering teams to integrate new data sources and support enterprise product requirements.\nLead technical discussions, challenge assumptions, and help teams make well-informed architectural decisions.\nShare technical knowledge, promote reusable patterns, and champion engineering standards across the Data team.\nRequired Skills and Qualifications\n7+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience owning complex production data systems.\nExpert-level Python and SQL skills, with a strong track record of designing and building reliable, scalable data pipelines.\nDeep understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.\nStrong hands-on experience with cloud-based data infrastructure, preferably AWS.\nProven experience making architectural decisions and leading complex technical initiatives from design through production.\nSolid understanding of data warehousing, data storage, distributed data processing, and performance optimization.\nExperience with engineering practices around data quality, monitoring, testing, and operational reliability.\nAbility to independently identify technical challenges, evaluate trade-offs, and drive solutions without relying on predefined requirements.\nExperience collaborating across Data, Infrastructure, and Software Engineering teams, with the ability to influence technical decisions beyond your immediate area.\nExcellent English communication skills; fluent Hungarian is also required.\nPreferred Qualifications\nHands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset.\nExperience designing and implementing data lakes or lakehouse architectures.\nExperience building automated data quality frameworks, validation processes, and alerting systems.\nFamiliarity with Infrastructure as Code, CI/CD, and modern DevOps practices.\nExperience shaping data engineering standards and infrastructure in a product organization.\nBackground in B2B SaaS or data-intensive product development.\nExposure to AI-native products or data infrastructure supporting AI/ML use cases.\nExperience mentoring engineers or providing technical guidance across teams.\n","hostedUrl":"https://jobs.lever.co/zocks/ac947e4b-f1fc-449d-9d73-90c1b17f35bb","applyUrl":"https://jobs.lever.co/zocks/ac947e4b-f1fc-449d-9d73-90c1b17f35bb/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":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":"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":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.
\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