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.
This comes with real strategic ownership, direct partnership with leadership, and the autonomy to drive initiatives that shape our product and design culture. If you're a senior IC who wants strategic influence without direct reports, this is the role. You'll lead through craft, systems thinking, and mentorship, not headcount.
To give you a better sense of what you'll be working on, here are some recent UX challenges we've been tackling:
- Presence and capture are in conflict. Advisors need to stay fully engaged with their clients, but our AI needs their attention to be useful. We're reimagining the live meeting experience to make that tension invisible to the user.
- Small screen, high stakes. Advisors access AI assistance in moments between meetings, on the move, under pressure. We're defining the mobile experience from scratch, establishing interaction patterns for AI-generated content where space is scarce and interruptions are constant.
- The most important information in a financial document is rarely the most visible. We're building features that help advisors find, understand, and act on what matters, which raises hard questions about trust, accuracy, and designing for confidence when the system might be wrong.
- Data sync is a trust problem, not a technical one. When information lives in multiple places and gets out of sync, advisors lose confidence in the tool. We're redesigning these flows so advisors trust their data without thinking about it.
What You'll Do:
- Own design for complex product areas. You'll lead end-to-end design for the work that matters most and has the least clear path forward, from discovery through launch, defining both what we build and how we build it.
- Elevate craft and establish quality standards. You'll set the bar through your own work and raise team capabilities through critique, design reviews, and collaborative problem-solving. You'll help designers think more strategically, not just execute more cleanly.
- Influence product direction. You'll join product and strategy discussions as a peer, bringing design perspective to roadmap decisions early. You'll proactively identify opportunities, advocate for user needs, and make sure we're solving the right problems, not just solving problems well.
- Partner with leadership on design strategy and systems. Shape our design practice by establishing the patterns, frameworks, and standards that let the team maintain quality. You'll identify which infrastructure actually unblocks the work, then build it thoughtfully, without over-engineering it.
- Raise the room. You make the designers around you sharper. Through how you critique, how you frame problems, and how you approach work that has no clear answer.
What You Need:
- AI product experience. You've led design for AI-powered products and understand the design challenges that come with them: how to make intelligent systems feel trustworthy, how to design for outputs you can't fully predict, and how to build user confidence in technology that's still evolving.
- AI tooling. You use LLMs to think through problems, surface edge cases, and move faster. You're comfortable enough in tools like Cursor or Claude Code to turn ideas into something tangible without waiting for engineering.
- Deep product design experience. You have deep experience leading design for complex B2B or enterprise products. Not just executing, but shaping what gets built and why. Your portfolio shows both strategic impact and craft.
- Design leadership. You've shaped direction beyond your immediate work, earning trust through craft and judgment rather than formal authority.
- Comfort with ambiguity. You thrive when problems aren't well-defined. You can scope initiatives independently, decide where to focus, and drive work from concept to impact with minimal guidance.
- Builds in 0-to-1 contexts. You've helped establish a design practice, not just work within one. You've built design systems or established patterns that helped teams ship faster and maintain quality. You know how to create structure without over-engineering it, and how to make progress before everything is figured out.
- Judgment under pressure. In a resource-constrained environment you can't do everything at full rigor. You know when to go deep and when to move fast, and you make that call confidently.
- Technical fluency. You can engage with engineering on technical decisions and understand how constraints shape design options. You develop fluency quickly in technical domains new to you.
- Fluent Hungarian and English language knowledge.
Bonus points for:
Background in startups or high-growth environments.
Experience in fintech, wealthtech, or productivity tools.
Some HTML/CSS or coding experience.
-Your lunch is on us when you are in the office
-Budapest pass (BKK)
-Loyalty program: extra PTO
Skills Required
- 8+ years of product design experience
- Proven track record as a design leader
- Comfort with ambiguity and autonomy
- Technical depth and AI/ML fluency
- Systems thinking at appropriate scale
- Mentorship and team development
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.
