Zocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.
Data plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions.
We're looking for a Senior Data Engineer to help develop and enhance our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow.
You'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to contributing to new data lake solutions, you'll have the opportunity to make a meaningful impact on how data is processed, managed, and made available across Zocks.
This is a hands-on engineering role with strong ownership. You'll design and implement technical solutions, contribute to architectural decisions, and work closely with other engineering teams to build reliable, scalable data systems.
Job DescriptionAs a Senior Data Engineer at Zocks, you'll take ownership of developing, maintaining, and improving our data infrastructure, balancing product requirements with reliability, performance, and scalability.
You'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, solving engineering challenges across our data ecosystem.
Working closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions.
We're looking for someone who combines strong hands-on engineering skills with a proactive mindset, enjoys solving complex technical problems, and can independently deliver solutions from initial design through production.
What You'll OwnBuild and evolve our data infrastructure- Design, develop, and maintain production data pipelines, ensuring reliability, performance, scalability, and maintainability.
- Implement new data pipelines, integrations, and data processing capabilities to support our product.
- Contribute to the design and implementation of new data lake solutions.
- Optimize data processing, storage, and orchestration to support growing data volumes and complex use cases.
- Participate in architectural discussions, evaluate technical approaches, and propose improvements to existing solutions.
- Develop and enhance automated data quality checks, monitoring, and alerting capabilities.
- Apply engineering best practices for data pipeline testing, observability, documentation, and reliability.
- Identify, troubleshoot, and resolve data quality issues, pipeline failures, and performance bottlenecks.
- Improve data consistency, completeness, and availability across systems.
- Take end-to-end ownership of assigned data engineering solutions, from implementation to production operation.
- Work closely with the Head of Data and Data Analysts to understand data requirements and deliver reliable, accessible data for analytics and reporting.
- Collaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability.
- Partner with Software Engineering teams to integrate new data sources and support enterprise product requirements.
- Contribute to technical discussions, share knowledge, and help identify opportunities to improve our data engineering practices.
- Proactively suggest solutions, evaluate technical trade-offs, and collaborate with other engineers on implementation decisions.
- 5+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience working with production data systems.
- Strong Python and SQL skills, with experience designing, developing, and maintaining reliable data pipelines.
- Solid understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.
- Hands-on experience with cloud-based data infrastructure, preferably AWS.
- Experience working with data warehousing, data storage, and data processing technologies.
- Experience with data quality, monitoring, testing, troubleshooting, and performance optimization.
- Ability to independently design and implement technical solutions, evaluate trade-offs, and solve complex engineering problems.
- Experience collaborating with Data, Infrastructure, and Software Engineering teams.
- Strong problem-solving skills, a proactive mindset, and a sense of ownership.
- Excellent English communication skills; fluent Hungarian is also required.
- Hands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset.
- Experience working with data lakes or lakehouse architectures.
- Experience implementing automated data quality checks, monitoring, and alerting.
- Familiarity with Infrastructure as Code, CI/CD, and modern DevOps practices.
- Experience working in a B2B SaaS or data-intensive product environment.
- Exposure to AI-native products or data infrastructure supporting AI/ML use cases.
-Your lunch is on us when you are in the office
-Budapest pass (BKK)
-Loyalty program: extra PTO
Skills Required
- 5+ years of hands-on experience in data engineering or closely related software engineering disciplines, including production data systems experience.
- Strong Python and SQL skills.
- Experience designing, developing, and maintaining reliable data pipelines.
- Understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures.
- Hands-on experience with cloud-based data infrastructure, preferably AWS.
- Experience with data warehousing, data storage, and data processing technologies.
- Experience with data quality, monitoring, testing, troubleshooting, and performance optimization.
- Ability to independently design and implement technical solutions, evaluate trade-offs, and solve complex engineering problems.
- Experience collaborating with Data, Infrastructure, and Software Engineering teams.
- Strong problem-solving skills, proactive mindset, and sense of ownership.
- Excellent English communication skills.
- Fluent Hungarian language skills.
- Hands-on experience with ClickHouse, Dagster, Airbyte, and Apache Superset.
- Experience with data lakes or lakehouse architectures.
- Experience implementing automated data quality checks, monitoring, and alerting.
- Familiarity with Infrastructure as Code, CI/CD, and modern DevOps practices.
- Experience in a B2B SaaS or data-intensive product environment.
- Exposure to AI-native products or data infrastructure supporting AI/ML use cases.
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.
-
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.
-
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.
-
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.
