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

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. These organizations evaluate AI rigorously, and their decisions involve heads of AI, enterprise architects, security, and compliance alongside business leaders. The Solution Consultant is the technical and business authority in those evaluations, and drives continued growth and innovation afterwards.

You will partner with our Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits within it, and demonstrate that fit credibly. Beyond individual opportunities, you will identify recurring customer needs that Zocks can address with new solutions, and you will partner with the broader solutions organization to transform proposed designs into production reality.

This role is suited to a consultant: someone equally comfortable leading discovery with an operations executive and discussing AI architecture with a firm's technical leadership. Someone who’s not satisfied with winning a deal and impatient to start designing the solution that gets us an even deeper relationship with the client.

What You'll Do

• Lead technical and business discovery with enterprise and strategic clients and prospects, translating their workflows, systems, and requirements into a clear Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept that show how Zocks operates within a prospect's environment and integrations.
• Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling in discussions with technical, security, and compliance stakeholders.
• Identify recurring customer needs across opportunities and shape them into new Zocks-based solutions.
• Build reusable assets, reference designs, and solution materials that raise the quality and consistency of enterprise selling.
• Partner closely with delivery teams to ensure a clean transition from sale to implementation and to keep scoped commitments aligned with delivery.
• Bring structured customer feedback to Product and Product Marketing, and keep Account Executives current on new capabilities and positioning.

What Success Looks Like

• Enterprise and strategic opportunities advance and close with technical confidence, on solutions designed around each customer's requirements
• Solutions identified in the field become repeatable Zocks offerings
• Customers move from signature into delivery with no gap between what was sold and what is implemented
• Customers evolve from standard Zocks use cases to advanced custom solutions

What You Bring

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagements
• Intermediate to expert knowledge of AI systems and architecture, with the ability to speak credibly to highly technical audiences about how AI applications are built, governed, and deployed
• Strong grounding in integration design and common enterprise integration patterns, including CRM platforms such as Salesforce
• Experience across both presales and post-sale delivery or consulting is strongly preferred
• Familiarity with financial services or another regulated industry is preferred
• Executive presence and clear written and verbal communication, including the ability to translate technical detail for business decision-makers
• Comfort operating in a growth-stage environment where processes and assets are still being built.

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, UT, WA, WI
• Background and reference checks required as part of onboarding

Interview process

• 30-min recruiter screen
• Up to three 30-45-min video interviews
• Offer pending references.

Total estimated time: ~3 hours

Compensation

• 180 - 200K base salary + $60K Commission
• 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.

Substantial experience in technical consulting, sales/solution engineering, or solution architecture; intermediate to expert AI knowledge; integration design with CRM platforms like Salesforce; presales and post-sale experience preferred; financial services familiarity preferred.

Key Responsibilities

• leading technical discovery
• designing demonstrations
• shaping solutions

Skills & Tools

Salesforce, Google Workspace, Slack, Zoom

Job Details

• Category: Sales
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — United States or Arizona or California or Colorado or Connecticut or Florida or Georgia or Idaho or Illinois or Iowa or Kansas or Massachusetts or Michigan or Nebraska or Nevada or New Jersey or New York or North Carolina or Ohio or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Washington or Wisconsin
• Salary: USD 180,000 – 200,000 / year
• Languages: English

Benefits

• Generous paid time off
• Retirement plan
• Generous parental leave

About Zocks

An AI assistant for financial advisors, automating operational work and helping firms grow. — Industry: Information Technology