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
- Serve as the single-threaded owner of each assigned network partnership the moment the Partnership Agreement is signed and the Senior Director of Strategic Partnerships hands off the relationship
- Run a structured handoff to inherit context on Home Office champions, early adopters, committed marketing activities, key contacts, and partnership goals
- Build a partnership launch plan for each network with defined milestones, activation targets, and timelines for the first 90 days
- Establish and maintain working relationships with the partner’s internal champions, practice management, marketing, and field-facing teams
- Own delivery of every Zocks obligation in the MPA, including discounted-rate coupon codes, partner-specific demo and onboarding scheduling, free-trial setup, and co-marketing deliverables
- Coordinate and execute committed co-marketing activities such as joint webinars, newsletter placements, partner-website listings, and conference participation, partnering with the ABM and Marketing teams
More about this role
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 bounce back stronger, see obstacles as puzzles, and never...
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