Zocks | AI for Advisors

Artificial Intelligence

• Design and build AI-powered agentic workflows from existing Zocks components, using low-code/no-code platforms.
• Configure triggers, conditions, and system entry points.
• Write and refine prompts for LLM-powered steps.
• Translate customer requirements into structured multi-step AI workflows.
• Design prompt chains and workflow logic to ensure reliable AI execution.
• Test, validate, deploy and continuously improve workflows.
• Customize workflows based on individual customer needs.
• Collaborate with engineers and US-based stakeholders to understand business requirements.
• Analyze AI outputs, identify edge cases, and improve workflow performance.
• Help expand our growing library of reusable AI workflows.

AI Workflow Automation Intern

Consultant

• Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations
• Implement practice management offering based on selected strategy and engagement
• Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration
• Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert
• Serve as the practice management consultant to align Zocks with firm-level initiatives (e.g., organic growth, retention) across home office, branch, or regional leadership structures
• Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to target first, and define what "success" looks like at the organizational level
• Act as the voice of the enterprise client to our Product team, surfacing critical feature needs
• Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinars
• Own the creation of high-level thought leadership and practice management assets, including "Best Practice" playbooks
• Define learning paths and maturity models for different user personas
• Deliver in-person and virtual sessions tailored to each firm's advisors and producers
• Represent Zocks at industry conferences and firm-hosted events, delivering presentations on practice management and AI adoption
• Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)

Senior Consultant, Practice Management

Full-stack Engineer

• Integrating the latest AI models into customer facing features and workflows at scale
• Taking part in driving architectural decisions and setting technical direction across the team
• Solving complex problems and transform them into business solutions
• Owning features end-to-end, from design through production
• Mentoring engineers through code review and technical guidance
• Supporting the engineering manager on team-level technical decisions
• Leveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S and many more
• Working in an agile environment with a strong focus on well-structured code, testing, and continuous integration
• Working closely with key stakeholders such as Product Managers, UX Designers and other development team members
• Taking part in all stages of development: investigate product increments’ technical feasibility and suggest implementation options and follow development lifecycle until releasing
• Design and build tools and frameworks to automate development, testing deployment, management and monitoring of the company’s services and products
• Give a high level of attention to creating software and networking platforms free of faulty programming, design well-organized code
• Plan and scale distributed software and applications, applying synchronous and asynchronous design patterns, write code, and deliver with urgency and quality
• Track, document, and maintain software and network system functionality—both internally and externally, leveraging opportunities to improve engineering productivity

Staff Software Engineer

Engineering Manager

• Partner closely with the CTO to define and execute the long-term engineering strategy for Zocks.
• Lead, mentor and develop Engineering Managers through coaching, feedback, performance management and career development.
• Build a high-performing engineering organization focused on ownership, accountability, continuous improvement and sustainable growth.
• Drive engineering effectiveness by improving delivery predictability, execution quality, planning processes and organizational health.
• Shape how Engineering scales by introducing pragmatic, high-impact improvements that fit our business and culture, rather than applying one-size-fits-all frameworks.
• Lead large cross-functional technical initiatives spanning multiple engineering teams, ensuring clear ownership, alignment and successful execution.
• Create alignment across Engineering while empowering teams and leaders to make great decisions close to where the work happens.
• Partner with Product leadership to balance customer needs, business priorities and long-term engineering investments.
• Define scalable engineering processes, organizational structures and operating mechanisms as our engineering organization continues to grow.
• Support technical direction at an organizational level while empowering Engineering Managers and technical leaders to own implementation and technical decisions.
• Champion engineering excellence across architecture, quality, security, reliability and operational maturity.
• Represent Engineering in customer-facing conversations when needed, confidently communicating technical strategy, delivery plans and organizational capabilities to customers and external stakeholders.

VP of Engineering

Software Engineer

• Architect, develop, and optimize high-performance client applications using Flutter
• Own the delivery of customer-facing features with heavy involvement of frontier LLM models
• Solve complex technical challenges and translate them into seamless user experiences
• Leverage expertise in Flutter and Dart
• Contribute to technical decisions that shape the evolution of our mobile architecture
• Working in a lean environment with a strong focus on well-structured code, testing, and continuous integration
• Working closely with key stakeholders such as Full-Stack Engineers, Product Managers, UX Designers, driving cross-team collaborations
• Taking part in all stages of development: investigate technical feasibility for new features and suggest implementation options and actively participate in development lifecycle until releasing

Senior Mobile Developer – Flutter

Program Manager

• Elevate sales performance and pipeline quality by building and operationalizing call coaching frameworks (such as scorecards and call reviews), reviewing call recordings, and delivering actionable insights to frontline managers.
• Support sales motions and cadence/outreach strategy such as outbound play design and reporting, as well as ongoing cadence performance analysis to improve conversion and meeting quality.
• Support and execute enablement programs such as sales onboarding, sales plays, product learning, and continuous training to drive consistent sales performance and faster ramp times.
• Create and maintain a centralized sales knowledge base serving as the single source of truth for information, processes, messaging, and best practices across the teams.
• Leverage and optimize sales technology and data to uncover performance trends and drive actionable insights; build and manage call libraries, conduct A/B testing, and serve as a systems expert to continuously identify and implement optimization opportunities.
• Partner with sales leadership to support ongoing initiatives and programs that improve team effectiveness and revenue outcomes.
• Provide ongoing support to reps by triaging day-to-day needs with quick, actionable guidance, serving as an accessible resource to unblock reps and direct them to the appropriate stakeholders or resources to maintain sales velocity.

AI Workflow Automation Intern

Senior Consultant, Practice Management

Staff Software Engineer

VP of Engineering

Senior Mobile Developer – Flutter

Sales Program Manager