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:
- Lead complex technical and strategic initiatives to drive optimized delivery.
- Mentor and coach team members, supporting their professional development, setting goals, and providing constructive feedback.
- Engage in designing, coding, reviewing, and testing features in alignment with agile practices.
- Influence the architectural direction of products, including the design and delivery of prototypes.
- Solving complex problems and transforming them into business solutions.
- Leveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S, Terraform and many more.
- Working on various customer-facing features and deeply technical projects that will both contribute to our long-term success
- Effectively communicate delivery status and technical strategies to internal and external stakeholders
Requirements:
- Over 7 years of software engineering experience, with at least 2 years in a managerial role within an agile environment.
- Tech lead role, still hands-on, able to guide the team regarding technical questions.
- Proactively find problems of existing system/product and offer solutions.
- Strong English and Hungarian communication skills.
- Familiarity with our technology stack: Python, K8S, React, TS, MySQL, AWS.
- Experience working in B2B SaaS and agile development environments, preferably in a startup or dynamic tech company.
- Experience in leading complex technical initiatives involving multiple stakeholders.
- Strong commitment to process improvement and knowledge sharing.
- Interest in AI technology and staying abreast of the latest trends and advancements in the field is an advantage.
-Your lunch is on us when you are in the office
-Budapest pass (BKK)
-Loyalty program: extra PTO
Skills Required
- Over 7 years of software engineering experience
- At least 3 years in a managerial role within an agile environment
- Strong communication skills in English and Hungarian
- Familiarity with technology stack: Python, K8S, React, TS, MySQL, AWS
- Experience in B2B SaaS and agile development environments
- Interest in AI technology and staying abreast of advancements
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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