---
title: 'Director, Implementation at Zocks'
canonical: 'https://feeny.ai/job/director-implementation-zocks-denver-0hsx3d44zhzk'
type: 'job'
last_seen: '2026-09-13'
---

# Director, Implementation at Zocks

- **Company:** Zocks
- **Location:** Denver, CO
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-27
- **Last confirmed live:** 2026-09-13
- **Apply:** https://jobs.lever.co/zocks/8e227645-f412-41eb-89b6-e8c9230bf00a

## Job description

## 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.

As Director of Implementation, you'll build and lead the team responsible for onboarding, deploying and training Zocks's enterprise and mid-market customers, which include large RIAs, broker-dealers, banks, and other financial services firms. You will build and lead a high-caliber team that drives product configuration, adoption and customer value.

You will be both a builder and an operator. You will recruit and develop the team, design the playbooks and systems that let it scale. You will also be comfortable in front of largest customers, stepping into complex deployments and setting the bar for what great delivery looks like.

## What You’ll Do

Build and lead the Implementation Team Hire, coach, and develop a team of Implementation Managers who onboard, configure, and deploy Zocks for mid-market and enterprise customers. Coach the team through complex multi-stakeholder engagements and provide actionable feedback. Develop clear roles, responsibilities and career paths for growth.

Create scalable systems Establish a repeatable implementation methodology - discovery, project planning, configuration, integration, testing, and go-live - and the systems and metrics to manage it. Manage capacity, staffing, and forecasting so the team can scale with a fast-growing customer base.

Drive customer impact Own the implementation function's outcomes end to end: time-to-live, deployment quality, adoption at go-live, and customer satisfaction through onboarding. Serve as a senior point of contact and escalation for the most complex and strategic deployments.

Partner cross-functionally Partner with Sales, Support, Product, and other Post-Sales teams to ensure smooth handoffs, a connected customer journey, and a strong feedback loop back into the product. Help shape Zocks’s post-sales operating model in collaboration with other functional leaders.

## Requirements

7+ years in implementation, professional services, solutions delivery, or a related post-sales function, including several years leading and building teams. Experience in financial services with aptitude in customer systems including but not limited to CRMs, Financial Planning Software, Custodian Software. Enough technical fluency to engage credibly with customers and your team on technical questions. A track record of hiring, developing, and scaling high-performing customer-facing teams, ideally through a period of rapid growth. Experience owning enterprise and mid-market SaaS implementations end to end, with accountability for timelines, adoption, and outcomes. An outcome-oriented, ownership-driven approach with a focus on customer value. Builder's mindset: You’ve created processes, playbooks and metrics where none existed, not just operated inside them. Comfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution.

Logistics Hybrid role - the entire team works from our Denver office so will need to come to the office 2-3 days per week 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

$180,000-$225,000 base salary 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.

## About Zocks

## Company Overview
- **One-liner**: Zocks is a privacy-first AI platform that automates administrative tasks for financial advisors, saving them over 10 hours per week.
- **Entity Type**: Private (startup, Series B)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2022
- **Founders**: Mark Gilbert (CEO) and Ákos Ratku (CTO)

## Core Business
- **Primary Industry**: AI-powered software for financial services (wealth management, financial advisory)
- **Target Customers**: B2B – solo advisors, mid-size practices, and enterprise advisory firms (e.g., Carson Group, Osaic, Commonwealth)
- **Mission/Purpose**: To transform client interactions into structured, actionable intelligence while maintaining the personal touch essential to client relationships.

## Products & Services
- **Zocks AI Assistant**: An enterprise-grade, privacy-first SaaS platform that automates note-taking, form filling, client email generation, CRM updates, and meeting prep. Integrates with Orion, eMoney, PreciseFP, SmartOffice, Practifi, and more. No recordings required – works in real time during conversations.

## Market Standing
- **Valuation**: Not publicly disclosed (post-money valuation not available in search results)
- **Total Funding**: $64.3 M – $65 M (conflicting reports; PitchBook shows $64.3 M, careers page says $65 M)
  - Seed Round (Feb 2024): $5.5 M led by Lightspeed Venture Partners
  - Series A (Mar 2025): $13.8 M led by Motive Ventures
  - Series B (Jan 2026): $45 M led by Lightspeed Venture Partners and QED Investors
- **Key Metric**: 1,000+ advisory firms trust Zocks (as of 2026)
- **Notable Investors/Partners**: Lightspeed Venture Partners, QED Investors, Motive Ventures, GFC; partners include Carson Group, Osaic, Commonwealth, Ameritas, Orion, eMoney, PreciseFP, SmartOffice, Practifi
- **Growth Signals**: Headcount grew 180% YoY (133 employees, with 91 in US, 40 in Hungary, 2 in Canada); active job postings for senior engineering and product roles; expanding enterprise partnerships

## Competitive Advantages
- **Privacy-first & compliance-ready**: No recordings – AI processes conversations in real time, ensuring regulatory compliance (SEC/FINRA).
- **Deep integrations**: Direct partnerships with major custodians, CRMs, and planning platforms (Orion, eMoney, Practifi, etc.) create switching costs.
- **AI-native architecture**: Built from the ground up on AWS with modern stack (Python, TypeScript, React, Kubernetes, Terraform), enabling rapid feature development.
- **Enterprise trust**: Already adopted by large networks like Carson Group (nationwide RIAs) and Osaic (11,000 advisors).

## Strategic Focus
- Deepen enterprise partnerships and expand integrations with leading wealth management platforms.
- Scale the R&D team in Budapest (full product ownership for Hungary-based engineers).
- Continue automating more advisor workflows (forms, client communications, portfolio insights) to increase time savings.
- Maintain privacy-first approach as a differentiator while growing market share in the US advisory space.

## Why Work Here
- **Culture**: Fast-growing Hungarian-American startup with a diverse, global team across San Francisco and Budapest. Innovation-focused, AI-native environment.
- **Remote/Hybrid Policy**: Budapest roles are on-site Monday through Thursday in District XI, with remote work on Fridays. US roles likely hybrid/remote (not explicitly stated but typical for SF startup).
- **Tech Stack**: AWS, Python, TypeScript, React, Kubernetes, Terraform – modern, cloud-native infrastructure.
- **Engineering Culture**: R&D team in Hungary has full product ownership; competitive salary and benefits. Open roles include Senior Full Stack Engineer, Senior Python Developer, Senior DevSecOps Engineer, Senior Cloud Platform Engineer, and design roles.
- **Growth Opportunity**: Join a well-funded, revenue-generating startup that has grown headcount 180% in one year and is trusted by thousands of advisors.

## Sources
1. [linkedin.com](https://linkedin.com/company/zocks)
2. [pitchbook.com](https://pitchbook.com/profiles/company/536920-30)
3. [careers.zocks.io](https://careers.zocks.io/)
4. [zocks.io](https://www.zocks.io/about-us)
5. [jobs.lever.co/zocks](https://jobs.lever.co/zocks)

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