
11 - 50 employees
Founded 2022
🤖 Artificial Intelligence
💳 Fintech
☁️ SaaS
Artificial Intelligence • Fintech • SaaS
Zocks is a privacy-first AI platform designed specifically for financial advisors, supporting solo practitioners, mid-size practices, and enterprises. It automates key tasks such as note-taking, meeting preparation, and client communications, enhancing workflow efficiency and collaboration. Zocks ensures compliance and data control without recording conversations, helping advisors focus more on client relationships while seamlessly integrating with existing CRM systems and tools.
Selected: 🆕 Date Added.
🔥 20 hours ago
Trust & Compliance Operations Manager owning VDDQ, RFP, and trust operations for Zocks’ AI assistant serving financial advisors. Building self-service compliance processes that shorten sales cycles.
🌵 Arizona, California, +21 more states – Remote
💵 $150k - $175k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Operations
👻 Ghost score 12%
🕒 August 28
Network Account Manager owning partner-network execution, advisor adoption, and subscription bookings. Zocks’ AI assistant helps financial advisors automate operations and grow their businesses.
🌵 Arizona, California, +21 more states – Remote
💵 $110k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
👻 Ghost score 12%
🕒 August 21
Senior Accountant owning close, revenue accounting, reporting, and controls for Zocks’ AI platform serving financial advisors. Building scalable finance processes with the Controller.
🌵 Arizona, California, +21 more states – Remote
💵 $120k - $130k / year
⏰ Full Time
🟠 Senior
💲 Accountant / Accounting
👻 Ghost score 12%
🕒 August 4
Head of Enterprise Customer Success leading post-sales outcomes for Zocks, an AI assistant helping financial advisors automate operations and grow. Building the enterprise CS team, driving adoption, expansion, renewals, and measurable customer value.
🌵 Arizona, California, +21 more states – Remote
💵 $180k - $220k / year
⏰ Full Time
🔴 Lead
🏆 Customer Success
👻 Ghost score 12%