
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: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🕒 September 13
Senior Sourcer building outbound pipelines for Zocks, an AI assistant helping financial advisors automate operations. Engaging passive candidates and partnering with hiring managers on search strategy.
🌵 Arizona, California, +21 more states – Remote
💵 $130k - $165k / year
⏰ Full Time
🟠 Senior
🎯 Recruiter
👻 Ghost score 14%
🕒 September 13
Recruiter managing full-cycle hiring for Zocks, an AI assistant helping financial advisors automate operations and grow their businesses. Owning sourcing, interviews, ATS workflows, and offers.
🌵 Arizona, California, +21 more states – Remote
💵 $90k - $120k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎯 Recruiter
👻 Ghost score 14%
🕒 September 11
Enterprise Account Manager owning customer onboarding, adoption, retention, and renewals. Supporting Zocks’ AI assistant platform used by financial-advisor firms.
🌵 Arizona, California, +21 more states – Remote
💵 $100k - $110k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💰 Account Manager
🚫👨🎓 No degree required
👻 Ghost score 14%
🕒 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 14%
🕒 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 16%
🕒 July 19
Senior Consultant helping financial institutions deploy scalable practice management programs. Representing Zocks, an AI assistant for financial advisors, through executive engagement, content, and live facilitation.
🌵 Arizona, California, +21 more states – Remote
💵 $150k - $170k / year
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 28%