THE OPPORTUNITY
Join a team that’s changing financial services
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
WHO YOU ARE
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
S - Sharp
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
H - Hungry
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
A - Adaptable
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
R - Resilient
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
C - Curious
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
As Director of Implementation, you'll build and lead the team responsible for onboarding, deploying and training Zocks's enterprise and mid-market customers, which include large RIAs, broker-dealers, banks, and other financial services firms. You will build and lead a high-caliber team that drives product configuration, adoption and customer value.
You will be both a builder and an operator. You will recruit and develop the team, design the playbooks and systems that let it scale. You will also be comfortable in front of largest customers, stepping into complex deployments and setting the bar for what great delivery looks like.
What You’ll DoBuild and lead the Implementation Team
- Hire, coach, and develop a team of Implementation Managers who onboard, configure, and deploy Zocks for mid-market and enterprise customers.
- Coach the team through complex multi-stakeholder engagements and provide actionable feedback.
- Develop clear roles, responsibilities and career paths for growth.
- Establish a repeatable implementation methodology - discovery, project planning, configuration, integration, testing, and go-live - and the systems and metrics to manage it.
- Manage capacity, staffing, and forecasting so the team can scale with a fast-growing customer base.
- Own the implementation function's outcomes end to end: time-to-live, deployment quality, adoption at go-live, and customer satisfaction through onboarding.
- Serve as a senior point of contact and escalation for the most complex and strategic deployments.
- Partner with Sales, Support, Product, and other Post-Sales teams to ensure smooth handoffs, a connected customer journey, and a strong feedback loop back into the product.
- Help shape Zocks’s post-sales operating model in collaboration with other functional leaders.
- 7+ years in implementation, professional services, solutions delivery, or a related post-sales function, including several years leading and building teams.
- Experience in financial services with aptitude in customer systems including but not limited to CRMs, Financial Planning Software, Custodian Software. Enough technical fluency to engage credibly with customers and your team on technical questions.
- A track record of hiring, developing, and scaling high-performing customer-facing teams, ideally through a period of rapid growth.
- Experience owning enterprise and mid-market SaaS implementations end to end, with accountability for timelines, adoption, and outcomes.
- An outcome-oriented, ownership-driven approach with a focus on customer value.
- Builder's mindset: You’ve created processes, playbooks and metrics where none existed, not just operated inside them.
- Comfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution.
- Hybrid role - the entire team works from our Denver office so will need to come to the office 2-3 days per week
- Background and reference checks required as part of onboarding
- 30-min recruiter screen
- Up to three 30-45-min video or onsite interviews
- Offer pending references.
- $180,000-$225,000 base salary
- Equity - we're all building this together
BENEFITS
The full picture
Health
- 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
Time off
- Unlimited PTO
- Paid sick time
- 11 paid holidays
Family
- Birthing parent: 12 weeks fully paid parental leave
- Non-birthing parent: 6 weeks fully paid parental leave
Financial
- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
Everything else
- 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
EQUAL OPPORTUNITY
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
Skills Required
- 7+ years of experience in implementation, professional services, solutions delivery, or a related post-sales function
- Several years of experience leading and building teams
- Experience in financial services
- Aptitude with customer systems, including CRMs, financial planning software, and custodian software
- Technical fluency sufficient to engage credibly with customers and teams on technical questions
- Track record of hiring, developing, and scaling high-performing customer-facing teams
- Experience owning enterprise and mid-market SaaS implementations end to end, including timelines, adoption, and outcomes
- Outcome-oriented, ownership-driven approach focused on customer value
- Builder’s mindset with experience creating processes, playbooks, and metrics
- Comfort working in a fast-paced, ambiguous, high-growth environment while balancing strategic and hands-on execution
- Experience scaling customer-facing teams through a period of rapid growth
Zocks Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Zocks and has not been reviewed or approved by Zocks.
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Healthcare Strength — Health coverage is described as 100% employer-paid for employee medical with 99% employer-paid dental and vision, plus an FSA with a company match. These contributions signal robust plan generosity for U.S. employees.
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Parental & Family Support — Paid parental leave is outlined as 12 weeks fully paid for birthing parents and 6 weeks fully paid for non-birthing parents. Policies are clearly defined in company materials and postings.
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Leave & Time Off Breadth — Time off includes unlimited PTO, paid sick time, and 11 paid U.S. holidays. Together, these elements present a broad time-off framework.
Zocks Insights
What We Do
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
