AI assistant for financial advisors
Zocks builds a privacy-first AI platform that automates administrative tasks like meeting notes, forms, and emails for financial advisors. It captures client insights from conversations and integrates with CRM systems to streamline workflows. This enables advisors to save time, provide personalized service, and grow their business.
Senior Consultant who partners with leadership at RIAs, broker-dealers, and financial institutions to implement scalable practice management programs, design advisor enablement content, deliver training sessions, and provide strategic feedback to product teams. Requires 3-5+ years in financial services, strong program management, data analysis, and presentation skills.
Provide high-touch technical support and drive user adoption for an AI platform serving financial advisors. Requires 2-5 years client-facing experience and strong troubleshooting skills.
Leads enterprise deployments, architects API integrations, conducts technical demos, and troubleshoots issues for clients in regulated industries. Requires 3+ years in solutions engineering with strong API skills and stakeholder communication.