Apply by September 15 | $80,000-$95,000 base + equity
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.
WHAT YOU'LL DO
We’re seeking an Implementation Manager to join our team and play a pivotal role in driving success for our Financial Services clients. This individual will be a problem-solver who thrives on tackling challenges across technical, workflow, and business domains. With a focus on delivering high-impact outcomes, you will manage multiple client projects, ensuring seamless deployments and integrations that align with client goals.
This role is perfect for someone who thrives in customer-facing environments, with a strong passion for building relationships and delivering exceptional experiences. You must love working with customers and find joy in solving their most complex challenges.
Your day-to-day
Client Success & Project Management:
Act as the technical point of contact for customer deployments, managing multiple workstreams across diverse teams.
Collaborate with clients to define success criteria, deployment milestones, and usage targets.
Manage projects end-to-end, ensuring alignment with client expectations and timely delivery.
Technical Leadership:
Lead integration efforts, defining and deploying solutions that meet client-specific needs.
Serve as an escalation point for technical and integration-related challenges.
Work with product and engineering teams to test, document, and roll out new features to clients.
Collaboration & Enablement:
Work with support teams to address and resolve complex customer issues.
Partner with cross-functional teams to translate client requirements into actionable technical solutions.
Simplify technical concepts to drive understanding and adoption among non-technical stakeholders.
WHAT WE'RE LOOKING FOR
Requirements
3+ years of experience in technical implementation or solutions delivery roles.
Strong project management skills with a proven ability to manage multiple concurrent projects.
Experience with SaaS platforms, APIs, and system integrations.
Excellent communication skills to engage both technical and non-technical stakeholders.
Outcome-oriented mindset, capable of prioritizing tasks to meet client objectives.
Thrives in a high-visibility, high-impact role and is comfortable managing competing priorities.
Enjoys problem-solving across varying domains, from technical integrations to business workflows.
Relishes collaborating with diverse teams to achieve shared success.
Exhibits strong customer-facing skills, with a high emotional intelligence (EQ) and a passion for working directly with clients.
Bonus qualifications
Familiarity with Financial Services workflows and compliance requirements.
Technical experience with relational databases (e.g., PostgreSQL, MSSQL) or programming (e.g., JavaScript, Python).
Exposure to enterprise tools such as Salesforce, Office 365, Virtual Meeting Platforms, VoIP systems, REST APIs and BI tooling
LOGISTICS
The details
Hybrid role - in office 3 days a week (we’re located in the amazing Fabrica building in RiNo)
First 60 days are fully in-office
Background and reference checks required as part of onboarding
Interview process:
30-min recruiter screen
Up to three 30-45-min video or onsite interviews
Offer pending references.
Total estimated time: ~3 hours
COMPENSATION
$80,000-$95,000 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
- 3+ years of experience in technical implementation or solutions delivery roles
- Strong project management skills and ability to manage multiple concurrent projects
- Experience with SaaS platforms, APIs, and system integrations
- Excellent communication skills with technical and non-technical stakeholders
- Outcome-oriented mindset and ability to prioritize tasks to meet client objectives
- Ability to manage competing priorities in a high-visibility, high-impact role
- Problem-solving ability across technical integrations and business workflows
- Ability to collaborate with diverse teams
- Strong customer-facing skills, emotional intelligence, and passion for working directly with clients
- Familiarity with financial services workflows and compliance requirements
- Technical experience with relational databases such as PostgreSQL or MSSQL
- Programming experience with JavaScript or Python
- Exposure to Salesforce, Office 365, virtual meeting platforms, VoIP systems, REST APIs, and BI tooling
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.
