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.
As Zocks continues to scale, we're looking for a highly experienced Senior IT Infrastructure Engineer to take ownership of our internal IT infrastructure, security posture, and end-user computing environment.
This is not a traditional IT support role. We're looking for someone who enjoys designing, building, and continuously improving modern IT systems while remaining deeply hands-on. You'll define standards, automate wherever possible, and ensure our infrastructure is secure, scalable, and reliable as we grow.
While you'll spend much of your time improving our infrastructure and processes, you'll also serve as the senior technical owner for complex IT issues. We believe great infrastructure engineers don't just build reliable systems—they stay close enough to day-to-day operations to continuously improve them.
What You'll Own
Infrastructure & Build Processes
- Design, build, and continuously improve Zocks' internal IT infrastructure
- Standardize and automate provisioning, onboarding, and device lifecycle management
- Build scalable IT processes that reduce manual operational work
- Evaluate and implement modern infrastructure tools and best practices
- Drive continuous improvements across internal IT operations
Identity & Access Management
- Own the complete user lifecycle across internal systems
- Design and maintain secure SSO and identity management solutions
- Implement role-based access control (RBAC) and least-privilege principles
- Continuously review and improve access governance and security
Endpoint Management
- Own MacBook and Windows device management using modern MDM platforms
- Build secure baseline configurations and automated deployment workflows
- Define compliance policies and endpoint hardening standards
- Manage the hardware lifecycle from procurement through retirement
Network Infrastructure
- Design, maintain, and optimize secure office networking
- Monitor performance, reliability, and availability
- Troubleshoot complex networking and connectivity issues
- Continuously improve network architecture and resilience
Security & Compliance
- Drive a security-first approach across our internal infrastructure
- Continuously improve endpoint, identity, and network security
- Own vulnerability management, patching, backups, and disaster recovery
- Monitor security events and proactively reduce operational risk
- Support internal and external compliance initiatives and security best practices
Google Workspace & Collaboration
- Own Google Workspace administration and security configuration
- Manage users, groups, permissions, and collaboration tools
- Improve automation and integrations across our internal platforms
IT Operations & Support
- Act as the senior technical escalation point for complex IT issues
- Resolve infrastructure, endpoint, identity, and networking challenges when needed
- Identify recurring issues and eliminate them through automation and process improvements
- Continuously improve the employee IT experience rather than simply resolving tickets
Vendor & Technology Management
- Manage relationships with US-based IT vendors and service providers
- Evaluate new technologies and recommend improvements
- Coordinate procurement, renewals, and technical escalations
Documentation & Technical Leadership
- Build and maintain high-quality technical documentation
- Define operational standards and IT best practices
- Share knowledge and raise the technical maturity of our internal IT environment
Requirements
- 5+ years of experience managing modern IT infrastructure
- Strong hands-on experience administering both macOS and Windows environments
- Experience with Identity & Access Management, SSO, and Zero Trust principles
- Strong experience with Google Workspace administration
- Experience with endpoint management platforms such as Jamf and/or Microsoft Intune
- Solid networking knowledge and strong troubleshooting skills
- Strong understanding of endpoint security, hardening, vulnerability management, and patch management
- Experience designing scalable IT processes and automating operational workflows
- Comfortable balancing strategic infrastructure work with hands-on operational support
- Strong ownership mindset with exceptional attention to detail
- Fluent English and Hungarian
Nice to Have
- Experience in a startup or high-growth technology company
- Experience with scripting and automation (Bash, PowerShell, Python, Terraform, or similar)
- Experience with cloud identity platforms such as Okta or Microsoft Entra ID
- Familiarity with security frameworks such as ISO 27001 or SOC 2
- Interest in AI and emerging technologies
-Your lunch is on us when you are in the office
-Loyalty program: extra PTO
Skills Required
- 5+ years of experience managing modern IT infrastructure
- Hands-on administration of macOS and Windows environments
- Experience with identity and access management, SSO, and Zero Trust principles
- Strong experience with Google Workspace administration
- Experience with endpoint management platforms such as Jamf and/or Microsoft Intune
- Solid networking knowledge and strong troubleshooting skills
- Understanding of endpoint security, hardening, vulnerability management, and patch management
- Experience designing scalable IT processes and automating operational workflows
- Ability to balance strategic infrastructure work with hands-on operational support
- Strong ownership mindset and exceptional attention to detail
- Fluent English and Hungarian
- Experience in a startup or high-growth technology company
- Experience with scripting and automation using Bash, PowerShell, Python, Terraform, or similar
- Experience with cloud identity platforms such as Okta or Microsoft Entra ID
- Familiarity with ISO 27001 or SOC 2 security frameworks
- Interest in AI and emerging technologies
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.
