
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.
🔥 3 hours ago
🌵 Arizona, California, +21 more states – Remote
💵 $130k - $165k / year
⏰ Full Time
🟠 Senior
🎯 Recruiter
👻 Ghost score 15%
Improve your chances of getting an interview by checking your resume score before you apply.

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.
• Own outbound sourcing for roles where the pipeline is thin or inbound alone isn't sufficient • Hunt passive candidates using Boolean search, X-ray search, LinkedIn Recruiter, and other channels • Run high-volume, genuinely personalized outreach campaigns and persist through long sourcing cycles • Conduct conversations with candidates to sort signal from noise before handing off to the hiring manager • Partner directly with hiring managers and leadership on search strategy and outbound prioritization • Serve as the first impression of Zocks for candidates unfamiliar with the company
• 5+ years of sourcing experience, ideally from an agency, retained search firm, or an in-house team built around outbound • Real fluency in Boolean/X-ray search and other passive-sourcing techniques • Track record of engaging and actually converting candidates who weren't looking • Scrappiness and resourcefulness in identifying candidates and sourcing channels • Comfort with a high volume of no's and silence • Adaptability to shift strategy mid-search • Strong written communication • Full ownership mentality; ability to run a search end-to-end • Must reside in one of the eligible states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI • Background and reference checks required as part of onboarding
• Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options) • Dental: 99% covered - Guardian, $1,500 annual benefit • Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance • FSA: Zocks matches dollar-for-dollar up to $500/year • Unlimited PTO • Paid sick time • 11 paid holidays • Birthing parent: 12 weeks fully paid parental leave • Non-birthing parent: 6 weeks fully paid parental leave • 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds • MacBook laptop + Google Workspace, Slack, and Zoom provided • Equity grant - details included as part of your offer • Growth opportunities for high performers after 6 months • Collaborative, low-ego culture with smart, kind teammates • Placement bonus for Director-level and above roles you source: Director $5K; VP $10K; C-suite/exec $15K–$20K
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