Backed by Illuminate Financial.
About the role
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.
What they're looking for
- The SHARC in the room
- At Zocks, we hire for SHARC - five qualities that define how our best people work and win together
- Requirements
- 3+ years of experience in technical implementation or solutions delivery roles
- Strong project management skills with a proven ability to manage multiple concurrent projects
- Experience with SaaS platforms, APIs, and system integrations
More about this role
Apply by September 15 | $80,000-$95,000 base + equity
Join a team that’s changing financial services
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.
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.
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
Building something new isn't always smooth. You...
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