Zocks | AI for Advisors

Security Engineer

• Owning the full cloud infrastructure lifecycle across multi-region environments
• Owning and hardening the security perimeter across cloud and network boundaries
• Triaging and remediating findings from penetration tests and vulnerability scans in collaboration with external security partners
• Creating and maintaining our delivery pipeline from developer machines to production, including automated security checkpoints, secrets scanning, and dependency auditing.
• Supporting compliance initiatives (e.g. SOC 2, ISO 27001, NIST) through infrastructure controls, audit logging, and evidence collection
• Optimizing network topology for the best possible connectivity, latency and throughput for end users

Senior Infrastructure Security Engineer

Implementation Specialist

• Lead multiple concurrent enterprise implementations with full accountability for timelines, scope, and high-impact outcomes.
• Run discovery sessions to define technical requirements, design scalable integration solutions tailored to enterprise FinServ needs and identify expansion opportunities.
• Set and track measurable success metrics such as adoption and usage to ensure clients go live fast and see immediate value.
• Act as the primary technical advisor to key client stakeholders, pushing toward best practices while adapting to real-world constraints.
• Architect and execute API integrations across client systems, including CRMs, VoIP systems, and virtual meeting platforms.
• Serve as the senior escalation point for complex technical blockers; troubleshoot integrations directly rather than just escalating them.
• Partner closely with Product and Engineering teams to test, document, and ship improvements that unlock customer value and improve deployability.
• Develop and refine implementation playbooks, templates, and repeatable processes to raise the bar on delivery standards.
• Act as a mentor to Associate and Mid-level Implementation Managers, sharing best practices and technical expertise.
• Simplify complex technical concepts to drive understanding and adoption among non-technical executive stakeholders.

Senior Implementation Manager – Solutions Delivery

Engineering Manager

• Lead complex technical and strategic initiatives to drive optimized delivery.
• Mentor and coach team members, supporting their professional development, setting goals, and providing constructive feedback.
• Engage in designing, coding, reviewing, and testing features in alignment with agile practices.
• Influence the architectural direction of products, including the design and delivery of prototypes.
• Solving complex problems and transforming them into business solutions.
• Leveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S, Terraform and many more.
• Working on various customer-facing features and deeply technical projects that will both contribute to our long-term success.
• Effectively communicate delivery status and technical strategies to internal and external stakeholders.

Senior Software Engineering Manager

DevOps Engineer

• Building and managing an infrastructure with a heavy emphasis on being multi region
• Optimizing network topology for the best possible connectivity, latency and throughput for end users
• Creating and maintaining our delivery pipeline from the developer machines to production

Senior DevOps Engineer

Customer Support

• Become a power-user of the Zocks AI platform to patiently troubleshoot complex issues via video, phone, chat, and email.
• Actively identify opportunities to teach users about features they haven’t discovered yet, ensuring they get maximum value from the platform.
• Channel deep user insights and friction points back to our product and engineering teams to help shape the future of Zocks.
• Maintain a high bar for verbal and written communication that is clear, empathetic, and effective.

Support Specialist

Marketing

• Develop and execute email marketing campaigns that drive conversions, retention, and upsell opportunities.
• Design, implement, and optimize automated workflows to enhance lead nurturing and customer engagement.
• Manage and maintain marketing automation platforms (HubSpot), ensuring data accuracy and campaign efficiency.
• Work closely with sales teams to integrate CRM data (Salesforce) and align automated marketing efforts with business goals.
• Analyze campaign performance metrics to refine strategies and improve customer journey effectiveness.
• Implement attribution and lead scoring models to prioritize high-value prospects for sales teams.
• Conduct A/B testing on email subject lines, content, and CTAs to optimize performance.
• Collaborate with content, PPC, and SEO specialists to ensure automation efforts complement broader marketing strategies.
• Stay up-to-date on marketing automation trends, best practices, and new technologies to enhance efficiency.

Marketing Automation Expert, Hubspot

Human Resources

• Designing, leading, and continuously optimizing HR frameworks that scale with the company and support our growth from ~100 to 200+ employees across Europe.
• Acting as the European HR leader, shaping people policies, employment frameworks, and operational standards that support a globally distributed organization.
• Owning HR operations across Europe end-to-end, including employment compliance, labor law matters, contracts, benefits administration, and HR systems, ensuring processes are compliant, efficient, and scalable.
• Partnering closely with US and Hungarian leadership and stakeholders, ensuring alignment between global company strategy and regional people operations.
• Supporting international expansion, including participation in setting up new European entities, defining employment structures, and ensuring local compliance.
• Leading our HR team and building strong People Operations capabilities as the organization grows.
• Supporting the scaling of our engineering organization, helping leadership identify optimal hiring locations and people strategies to grow engineering teams to 200–300 employees over time.
• Acting as a strategic partner to leadership on organizational design, workforce planning, compensation, and benefits strategy.
• Overseeing workplace operations in Hungary and supporting broader European operations to ensure a compliant and efficient working environment.
• Driving HR and operational analytics, transforming people data into insights that inform headcount planning, cost management, and strategic decision-making.
• Leading cross-functional projects such as policy development, HR system implementations, compliance initiatives, vendor management, and international expansion projects.
• Supporting executive leadership with strategic initiatives, organizational scaling, and board-level reporting preparation when needed.

HR Director

Product Designer

• Execute designs for specific features and user flows - Working from product requirements and design direction from senior designers, you'll create wireframes, prototypes, and high-fidelity designs for designated components, using Figma's full capabilities to move from concept to polished interface.
• Communicate and collaborate across teams - You'll partner with product managers to understand requirements and contribute design insights, while presenting your work to the team and incorporating feedback through multiple iterations. You'll work closely with engineers to ensure your designs are technically feasible and well-implemented.
• Solve design problems within project scope - When given clear direction and context, you'll work through complex design challenges, think through various use cases, and explore alternative solutions while staying within timeline and project constraints. You'll know when to ask questions and when to move forward independently.
• Participate in user research and apply insights - Join user interviews and testing sessions led by senior team members, help synthesize findings, and translate user insights into practical design improvements for your assigned features.
• Contribute to our design system - Work effectively within existing design patterns and guidelines, propose new components when appropriate, and help maintain consistency across your work and the broader platform.

• Contribute to product design across our AI platform, from early concepts to production-ready UI, working closely with senior designers throughout
• Help grow our design system: thinking in components, states, and patterns, not just individual screens
• Collaborate with product managers and engineers, understanding the technical and business context behind every decision
• Use AI tools as part of your process. We're an AI company, and we expect curiosity about what that means for design

Junior Product Designer

Consultant

• Partner with home office leadership at large independent broker-dealers and RIAs.
• Execute on strategic goals that align to corporate initiatives including the creation of firm-wide programs and best practice content collaboration.
• Assist in defining overall practice management and levels of engagement.
• Serve as the practice management consultant to align Zocks with their firm-level initiatives (e.g., organic growth, retention, etc).
• Design multi-phase rollout strategies for large firms, identifying which advisor segments to target first.
• Act as the voice of the home office to our Product team, identifying additional critical enterprise features.
• Collaborate with the home office on designing scalable programs for their users including best practice content and webinars.
• Own the creation of high-level thought leadership and practice management assets.