THE OPPORTUNITY
Join a team that’s changing financial services
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.
WHO YOU ARE
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
S - Sharp
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
H - Hungry
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
A - Adaptable
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
R - Resilient
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
C - Curious
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
About the Role
Great candidates aren't always looking for a job. That's exactly the problem we're hiring you to solve.
We're looking for a Senior Sourcer to own outbound candidate strategy across our open roles - not a coordinator role, not a "manage the inbound queue" role. You'll build pipelines of passive candidates from scratch, run your own outreach campaigns, and partner directly with hiring managers and leadership on search strategy. Most of your day will be spent finding people who weren't thinking about a new job - and giving them a reason to start.
If you've ever built a search from absolutely nothing - no shortlist, no warm leads, just a blank sheet and a hunch about where the right person might be hiding - this is your kind of problem.
What You'll Do
- Own outbound sourcing for any role - senior or otherwise - where the pipeline is thin or inbound alone isn't cutting it
- Hunt down passive candidates using Boolean search, X-ray search, LinkedIn Recruiter, and whatever other channel gets the job done
- Run high-volume, genuinely personalized outreach campaigns and stick with long sourcing cycles that don't pay off overnight
- Have real conversations with the candidates you find, to sort signal from noise before handing off to the hiring manager
- Partner directly with hiring managers and leadership to figure out where outbound effort matters most
- Be the first impression of Zocks for people who've never heard of us - and make it a good one
What We're Looking For
- 5+ years of sourcing experience, ideally from an agency, retained search firm, or an in-house team built around outbound
- Real fluency in Boolean/X-ray search and other passive-sourcing techniques - not just LinkedIn's built-in filters
- A track record of engaging and actually converting candidates who weren't looking
- Scrappiness - you don't wait for the perfect tool or a clean list; you figure out a way in
- Resourcefulness - when the obvious channel dries up, you find a less obvious one
- Comfort with a high volume of no's and silence - you treat it as data, not discouragement
- Adaptability - you can shift strategy mid-search when what you're doing isn't working
- Strong written communication - your outreach needs to stand out in a crowded inbox, not read like a template
- Full ownership mentality - you run a search end-to-end and don't need it handed to you in pieces
Logistics
- This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
- Background and reference checks required as part of onboarding
Interview Process
- 30-min recruiter screen
- Up to three 30-45-min video or onsite interviews
- Offer pending references.
Total estimated time: ~3 hours
Compensation
- Base salary $130K - $165K. Placement bonus for Director-level and above roles you source, paid after a 90-day retention milestone, regardless of where your day-to-day sourcing focus sits:
- Director: $5K
- VP: $10K
- C-suite/exec: $15K–$20K
Total target compensation $160K - $190K depending on placement volume.
- Equity - we're all building this together
BENEFITS
The full picture
Health
- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
- Dental: 99% covered - Guardian, $1,500 annual benefit
- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
- FSA: Zocks matches dollar-for-dollar up to $500/year
Time off
- Unlimited PTO
- Paid sick time
- 11 paid holidays
Family
- Birthing parent: 12 weeks fully paid parental leave
- Non-birthing parent: 6 weeks fully paid parental leave
Financial
- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
Everything else
- MacBook laptop + Google Workspace, Slack, and Zoom provided
- Equity grant - details included as part of your offer
- Growth opportunities for high performers after 6 months
- Collaborative, low-ego culture with smart, kind teammates
EQUAL OPPORTUNITY
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
Skills Required
- 5+ years of sourcing experience
- Fluency in Boolean and X-ray search and passive-sourcing techniques
- Track record of engaging and converting passive candidates
- Scrappiness and ability to source without relying on perfect tools or clean lists
- Resourcefulness in identifying alternative sourcing channels
- Comfort with high-volume rejection and extended sourcing cycles
- Ability to adapt sourcing strategy when results are not effective
- Strong written communication skills for personalized outreach
- Ability to own searches end-to-end
- Residence in one of the listed eligible states
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.
