---
title: 'Office Manager at Zocks'
canonical: 'https://feeny.ai/job/office-manager-zocks-denver-n6652bs5nn75'
type: 'job'
last_seen: '2026-09-07'
---

# Office Manager at Zocks

- **Company:** Zocks
- **Location:** Denver, CO
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-21
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.lever.co/zocks/db962f3e-da8d-4ce6-8fa1-48e677d8bf3d

## Job description

Apply by September 15  |  $70,000-$80,000 base + equity

## 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

If a messy supply closet physically bothers you, and you've never met a wobbly conference room chair you didn't immediately want to fix - keep reading. We're looking for an Office Manager to run our Denver office and be the person who makes it hum. You'll notice the wifi’s a bit spotty before it crashes. You'll know which vendor is starting to slip before anyone complains. You'll also lend a hand to our NY office remotely, so you'll be juggling more than one location and enjoy that kind of variety. Done well, this job is the reason people actually want to come into the office - that's the fun part. This is not a "wait to be told what to do" role. We need someone hungry, high-energy, and genuinely excited by the challenge of keeping a growing company running smoothly - this position reports into People Ops and is a real on-ramp into broader People Ops work for the right person.

## What You'll Do

Keep the Denver office running like clockwork - supplies, vendors, mail, deliveries, kitchen stock - so the workday never gets derailed by something you could've caught first Make every visitor and client feel like they walked into a well-run operation, from sign-in through walking into a conference room that's already set up and ready to go Be the first call when tech misbehaves - wifi drops, AV glitches, a printer with a mind of its own - and either fix it on the spot or chase the vendor until it's actually resolved Be the friendly, responsive point of contact for our NY office - coordinating with local vendors, keeping supplies stocked, and making remote support feel just as fast as being down the hall Make new hires' first day feel like a big deal - scheduling, shipping laptops, decorating their desk - so day one in partnership with People Ops actually sticks in their memory Coordinate remote interviews and interview day logistics - scheduling candidates and being the first friendly face they see when they walk in Own vendor relationships and contracts (cleaning, parking, catering, maintenance, security) - negotiate well, track the budget closely, and speak up the moment a number looks off Spot what's about to go wrong before it does - the badge reader that's about to die, the vendor who's about to flake - and get ahead of it Dream up and get creative with employee perks and everyday experience that make this a place people genuinely want to be Denver is a company hub, so you may plan or support executive and leadership-level events and visits when they're in town Lean into the natural overlap between events and People Ops - swag, internal events, and elevated experiences that build culture, connection, and morale Raise your hand for ad hoc People Ops projects as you grow into the role

## What We're Looking For

2+ years in office management, workplace operations, or a related coordination-heavy role, ideally at a startup or fast-paced environment A true "figure it out" mentality - ownership and follow-through with minimal oversight, and you don't let something sit because it's not technically your job Comfortable when priorities shift mid-morning and the plan changes - this role moves at startup speed, not a fixed routine A genuine "no task too small" mentality - you'll grab a mop for a spill, move furniture five minutes before a meeting, or do whatever the day actually needs, without waiting to be asked Comfortable troubleshooting basic IT/AV issues yourself before escalating (we're not looking for an IT background, just someone who won't be stumped by a wifi router) Strong written communicator, comfortable owning office-wide announcements and vendor correspondence Friendly, approachable, and calm under pressure - including with clients and executives on-site Vendor management and basic negotiation experience; comfortable with budget tracking and cost-consciousness Genuinely interested in growing into broader People Ops responsibilities over time Able to be in the Denver office 5 days a week, full stop

Bonus qualifications

## Experience supporting a second/remote office location

Experience in financial services or a compliance-conscious environment

Logistics 5 days a week in the office, 8am–5pm MT (occasional early starts to meet a caterer or set up for an on-site event) Located in RiNo; parking provided for this role Background and reference checks required as part of onboarding

Interview process: 30-min recruiter screen Up to three 30-45-min video interviews A final onsite interview with the Hiring Manager Offer pending references. Total estimated time: ~4 hours

## COMPENSATION

$70,000-$80,000 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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