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.
Why we're hiring for this role:
As our product and engineering organization grows, the infrastructure behind it needs to scale with increasing complexity, traffic, and reliability expectations. We’re looking for a Senior Platform Engineer to help evolve the platform our engineering teams build and run on - from Kubernetes and cloud infrastructure to deployment, observability, data services, and distributed workloads.
This is not a role focused on operating existing infrastructure or executing predefined tasks. We’re looking for someone who understands the systems underneath the tooling, can make sound architectural decisions, and enjoys improving how engineers build, deploy, and operate software.
Key challenges you will work on every day:
- Design and evolve our cloud platform with scalability, reliability, security, and multi-region operation in mind
- Own and improve Kubernetes environments, including cluster architecture, networking, workloads, scaling, reliability, and operational patterns
- Improve the developer experience from local development through CI/CD to production
- Design and optimize network topology for connectivity, latency, throughput, and resilience
- Build and evolve observability that provides meaningful insights for engineering and operations rather than simply generating alerts
- Support and improve infrastructure around stateful and distributed systems
- Work closely with software engineers on infrastructure and architecture decisions instead of treating infrastructure as a separate operational layer
- Explore and adopt AI-powered engineering tools where they can meaningfully improve platform engineering and operational workflows
- Participate in a shared fair on-call rotation, with a focus on sustainable operations, low alert noise, automation, and continuous reliability improvements
Most of this applies to you:
- Strong hands-on experience designing and operating production cloud infrastructure; AWS experience is preferred, but strong fundamentals from another major cloud environment can transfer well
- Deep understanding of Kubernetes - not only deploying and operating workloads, but understanding the underlying concepts and mindset on running cloud-native applications
- Strong Linux fundamentals
- Strong understanding of networking, including private/public networking, DNS, load balancing, VPNs, firewalls, and cloud networking concepts
- Experience designing and maintaining infrastructure as code, preferably with Terraform
- Experience building and evolving software delivery platforms and CI/CD pipelines from pull request to production
- Solid scripting or software engineering skills, preferably in Python or Go
- Experience designing observability and monitoring for complex production systems
- Understanding of distributed systems and the trade-offs involved in building highly available and resilient services
- Hands-on experience using AI-powered development or infrastructure tooling as part of your everyday engineering workflow - maintaining and developing skills, plugins
- Ability to reason about infrastructure beyond a specific cloud provider — storage, compute, networking, containers, databases, and distributed workloads rather than relying primarily on vendor-specific tooling
Nice to have:
- Database administration experience, particularly with MySQL
- Experience with durable execution/workflow technologies such as Temporal or similar systems
- Experience with data-intensive platforms or previous exposure to data engineering
- Experience operating multi-region infrastructure
- Experience building internal developer platforms, self-service infrastructure, or platform abstractions used by multiple engineering teams
Requirements:
- 5+ years of relevant experience in Platform Engineering, Cloud Engineering, SRE, DevOps, or a closely related field
- Strong English and Hungarian communication skills
- Experience working in complex production environments and collaborating closely with software engineering teams
- Comfortable taking ownership of ambiguous infrastructure problems and designing solutions rather than only implementing predefined ones
- Experience working in a fast-moving product or startup environment is a strong advantage
-Your lunch is on us when you are in the office
-Budapest pass (BKK)
-Loyalty program: extra PTO
Skills Required
- 5+ years of relevant experience in Platform Engineering, Cloud Engineering, SRE, DevOps, or a closely related field
- Strong hands-on experience designing and operating production cloud infrastructure
- Deep understanding of Kubernetes, including cloud-native application operations
- Strong Linux fundamentals
- Strong networking knowledge, including private/public networking, DNS, load balancing, VPNs, firewalls, and cloud networking
- Experience designing and maintaining infrastructure as code
- Experience building and evolving software delivery platforms and CI/CD pipelines
- Solid scripting or software engineering skills
- Experience designing observability and monitoring for complex production systems
- Understanding of distributed systems and highly available, resilient services
- Hands-on experience using AI-powered development or infrastructure tooling
- Strong English and Hungarian communication skills
- Experience working in complex production environments and collaborating with software engineering teams
- Ability to take ownership of ambiguous infrastructure problems and design solutions
- AWS experience
- Terraform experience
- Python or Go experience
- Database administration experience, particularly with MySQL
- Experience with Temporal or similar durable execution and workflow technologies
- Experience with data-intensive platforms or data engineering
- Experience operating multi-region infrastructure
- Experience building internal developer platforms or self-service infrastructure
- Experience working in a fast-moving product or startup environment
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.
