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.
Key challenges you will work on every day:
- Setting the product vision and developing a dynamic, detailed product roadmap aligned with company goals in collaboration with key stakeholders and senior management
- Conducting continuous market research and user feedback sessions to identify and solve customer pain points, adapting the product to meet market demands effectively
- Performing ongoing competitive analysis to understand market trends, positioning, and opportunities for differentiation
- Working closely with engineering, marketing, sales, and support teams to prioritize development efforts, marketing strategies, and customer support initiatives that drive product launches and market adoption
- Leveraging analytics, A/B testing, and user feedback to make informed product decisions. Regularly reviewing key performance indicators (KPIs) to measure product success and identify areas for improvement, ensuring a stellar customer experience.
Most of this applies to you:
- A self-starter who can create a product vision and strategy with a proven record of delivering on plans and achieving outcomes
- Strong analytical skills with ability to build sound business models to justify investments
- Deep user empathy and experience building software products based on user needs
- Ability to convey complex information to diverse audiences effectively
- Strong ability to influence and build alignment between different teams and functions
- Excellent written and verbal communication skills
- A scrappy, curious attitude
Requirements:
- At least 5 years experience in Product Management, preferably gained at both startups and multinational companies in international environment
- Excellent English and Hungarian communication skills
- Experience working in complex technical organization across global offices/locations in an Agile environment
- Experience working with startups and AI technologies is an advantage
-Your lunch is on us when you are in the office
-Loyalty program: extra PTO
Skills Required
- At least 4 years experience in Product Management
- Excellent English and Hungarian communication skills
- Experience working in complex technical organization across global offices/locations in an Agile environment
- Experience working with startups and AI 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.
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