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Zocks

Zocks

San Francisco, CA

AI assistant for financial advisors

About

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.

Tech stack

Onboarding, Demand Generation, Health Scoring, Salesforce, solutions architecture, JavaScript, Python, PostgreSQL, MySQL

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Open jobs

26
Zocks

Zocks

Denver, CO

Manager, Support
$105k+/yrHybrid5+ YOECustomer Support

Leads a frontline Support organization by managing people, service operations, KPIs, quality assurance, hiring, and scalable processes. Requires at least 2 years of client-facing team management experience in a high-growth SaaS environment and regular presence in the Denver office.

Zocks

Zocks

United States

Network Account Manager
$170k+/yrRemote3+ YOEAccount Management

Owns execution, adoption, bookings, and expansion across strategic financial-services partner networks. The role requires 3–5+ years in wealth-tech or a regulated financial-services environment, strong account and sales skills, and proficiency with Salesforce.

Zocks

Zocks

Denver, CO

Director, Implementation
$180k+/yrHybrid8+ YOESolutions Architecture

Leads and scales the implementation function for enterprise and mid-market financial services customers, owning onboarding, deployment quality, adoption, and customer outcomes. Requires 7+ years in implementation or professional services and substantial experience building customer-facing teams.

Zocks

Zocks

Denver, CO

Support Specialist
$70k+/yrHybrid1+ YOESupport Engineering

Supports users of the Zocks AI platform by troubleshooting technical issues, driving feature adoption, and relaying customer feedback to product and engineering. The role requires 1–5 years of client-facing startup experience, API integration familiarity, strong communication, and a security-first approach.

Zocks

Zocks

United States

Trust & Compliance Operations Manager
$150k+/yrRemote4+ YOEBusiness Operations

Owns the end-to-end vendor diligence function, including VDDQ/RFP/RFI responses, trust-center content, data-room governance, and cross-functional coordination. Requires 4+ years of relevant experience, strong security and compliance knowledge, and the ability to communicate technical and legal details clearly.

Zocks

Zocks

New York, NY

Senior Accountant
$120k+/yrHybrid5+ YOEFinance & Accounting

The Senior Accountant will own key close, revenue accounting, financial reporting, audit, and process improvement activities while partnering with the Controller. The role requires a CPA, an accounting bachelor’s degree, 4–6 years of corporate accounting experience, and expertise in US GAAP and SaaS accounting.

Zocks

Zocks

Denver, CO

Implementation Manager
$80k+/yrHybrid3+ YOESolutions Architecture

Manages technical implementations and integrations for financial services clients, coordinating projects, resolving complex issues, and translating business requirements into technical solutions. Requires 3+ years in technical implementation or solutions delivery, strong project management, and customer-facing communication skills.

Zocks

Zocks

Denver, CO

Manager, Product Success
$130k+/yrHybrid6+ YOECustomer Success

Leads a Product Success team responsible for driving SMB customer activation, product adoption, and value realization. The role combines people leadership, scalable customer-success program design, data-driven playbook development, and cross-functional collaboration across Product, Sales, Marketing, and Implementation.

Zocks

Zocks

Denver, CO

Product Success Specialist
$75k+/yrHybrid3+ YOECustomer Success

Drives onboarding, activation, education, and product adoption for a high-volume portfolio of SMB customers. The role requires at least three years of implementation or scaled customer success experience, strong analytical and program-building skills, and an interest in AI-powered financial services.

Zocks

Zocks

United States

Head of Enterprise Customer Success
$180k+/yrRemote8+ YOECustomer Success

Leads enterprise customer success for strategic financial-services accounts, building the team, operating model, and playbooks that drive adoption, measurable value, expansion, and renewals. Requires 8+ years in enterprise customer success or related advisory work and 4+ years of direct people leadership.

Zocks

Zocks

United States

Senior Consultant Practice Management
$150k+/yrRemote3+ YOEBusiness Operations

Consults with enterprise financial-services organizations to implement scalable practice-management programs, develop adoption content, and facilitate executive and advisor engagement. Requires 3–5+ years in an RIA, broker-dealer, bank, or insurance environment, strong program management, data analysis, and presentation skills.

Zocks

Zocks

Budapest, Hungary

Senior IT Infrastructure Engineer
No salary listedHybrid5+ YOEIT Support

Own and improve the company’s internal IT infrastructure, identity, endpoints, networking, security, and automation while serving as the senior escalation point for complex issues. Requires 5+ years of IT infrastructure experience, macOS and Windows administration, Google Workspace, endpoint management, and fluency in English and Hungarian.

Zocks

Zocks

Budapest, Hungary

Staff Software Engineer
No salary listedHybrid7+ YOEFullstack Engineering

Leads architectural direction, owns full-stack features from design through production, and mentors engineers while integrating AI capabilities into scalable customer-facing products. Requires 7+ years of full-stack development experience, strong AWS expertise, and React/Python or comparable-language proficiency.

Zocks

Zocks

Budapest, Hungary

VP of Engineering
No salary listedHybrid10+ YOEEngineering Management

Leads the engineering organization alongside the CTO, developing Engineering Managers, shaping strategy and operating models, and improving delivery, quality, and organizational health. Requires 10+ years of software engineering experience, multi-layer leadership, B2B SaaS expertise, and strong English and Hungarian communication skills.

Zocks

Zocks

Budapest, Hungary

Senior DevSecOps Engineer
No salary listedHybrid6+ YOEDevOps / SRE

Own and secure multi-region cloud infrastructure, delivery pipelines, and network boundaries while driving vulnerability remediation, incident response, and compliance readiness. The role requires 6+ years of DevOps or security experience and deep AWS security expertise.

Zocks

Zocks

Denver, CO

Solution Engineer
$95k+/yrHybrid3+ YOESales Engineering

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.

Zocks

Zocks

Budapest, Hungary

Staff Product Designer
No salary listedHybrid7+ YOEProduct Design

The Staff Product Designer will lead end-to-end design for complex AI-powered B2B product areas while shaping design strategy, systems, and quality standards. The role requires deep product design experience, strategic influence, comfort with ambiguity, technical fluency, and fluent Hungarian and English.

Zocks

Zocks

Budapest, Hungary

Talent Acquisition Trainee
No salary listedHybridRecruiting

Supports recruiters by sourcing and screening candidates, maintaining talent pipelines, and engaging passive talent. The role is designed for a proactive student fluent in Hungarian and English who is eager to learn recruitment tools and practices.

Zocks

Zocks

Budapest, Hungary

Senior Mobile Developer
No salary listedHybrid5+ YOEMobile Engineering

Build and optimize customer-facing Flutter applications, owning features from technical feasibility through release. The role requires strong Dart and Flutter expertise, mobile architecture experience, CI/CD and testing skills, and interest in AI-driven products.

Zocks

Zocks

Budapest, Hungary

Senior Full Stack Engineer
No salary listedHybrid5+ YOEFullstack Engineering

Build and scale customer-facing software and AI-powered workflows across the full development lifecycle. The role requires at least five years of React and Python or comparable-language experience, strong AWS knowledge, and proficiency in agile software delivery.

Zocks

Zocks

Budapest, Hungary

Senior Python Developer
No salary listedHybrid5+ YOEFullstack Engineering

Develop and scale customer-facing software and AI-powered workflows using Python and a modern cloud technology stack. The role requires at least five years of software development experience, strong English and Hungarian communication skills, and experience with distributed systems and agile delivery.

Zocks

Zocks

Budapest, Hungary

Senior DevOps Engineer
No salary listedHybrid5+ YOEDevOps / SRE

The Senior DevOps Engineer will build and operate scalable, secure multi-region cloud infrastructure, networking, monitoring, and delivery pipelines across cloud and private environments. The role requires 5+ years of DevOps or cloud engineering experience, strong Linux and AWS expertise, and participation in production on-call support.

Zocks

Zocks

Budapest, Hungary

Senior Software Engineer
No salary listedHybrid5+ YOEFullstack Engineering

Build and scale customer-facing software, integrate AI models, and improve distributed services across the full development lifecycle. The role requires 5+ years of software development experience, strong Python or comparable-language skills, and familiarity with Python, Kubernetes, React, MySQL, and AWS.

Zocks

Zocks

Budapest, Hungary

Senior Product Designer
No salary listedHybrid5+ YOEProduct Design

Owns end-to-end design for complex AI-powered enterprise products, partnering closely with engineering and leadership to create trustworthy, technically feasible experiences. Requires 5+ years of product design experience, strong strategic and systems thinking, technical fluency, and Hungarian and English fluency.

Zocks

Zocks

Budapest, Hungary

Software Engineering Manager
No salary listedHybrid7+ YOEEngineering Management

Leads and mentors a hands-on software engineering team, driving technical initiatives, architecture, delivery, and process improvement. Requires 7+ years of software engineering experience, at least 2 years in management, and experience with agile B2B SaaS environments.

Zocks

Zocks

Budapest, Hungary

Senior Product Manager
No salary listedHybrid5+ YOEProduct Management

Leads product vision, roadmap development, research, prioritization, and performance optimization for a CRM-focused software product. Requires at least five years of product management experience, strong analytical and communication skills, and experience in international Agile organizations.