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.
Key challenges you will work on every day:
- Integrating the latest AI models into customer facing features and workflows at scale
- Solving complex problems and transform them into business solutions
- Leveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S and many more
- Working on various customer-facing features and deeply technical projects that will both contribute to our long-term success
- 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
Requirements:
- 5+ years of experience with React and Python or comparable language (Java, Node.js) in developing, maintaining and deploying software
- Solid knowledge in cloud computing, especially AWS
- Capability to understand the codebase and drive assigned request to improve it, such as migrating it to modern frameworks
- Experience working in an agile development environment, preferably in a startup or dynamic tech company
- Interest in AI technology and staying abreast of the latest trends and advancements in the field is advantage
- Strong English and Hungarian communication skills
-Your lunch is on us when you are in the office
-Budapest pass (BKK)
-Loyalty program: extra PTO
Skills Required
- 5+ years of experience with React and Python or comparable language
- Solid knowledge in cloud computing, especially AWS
- Experience working in an agile development environment
- Strong English and Hungarian communication skills
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.
