---
title: 'Senior Sourcer at Zocks'
canonical: 'https://feeny.ai/job/senior-sourcer-zocks-united-states-mdyg61s0g2cf'
type: 'job'
last_seen: '2026-11-08'
---

# Senior Sourcer at Zocks

- **Company:** Zocks
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-13
- **Last confirmed live:** 2026-11-08
- **Apply:** https://jobs.lever.co/zocks/884153dc-b730-4247-8c63-e6a2f99f5abd

## 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.

## 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: $5KVP: $10KC-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.

## 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)

## Other roles at Zocks

- [Solution Consultant](https://feeny.ai/job/solution-consultant-zocks-united-states-fkszmgcer1vv) — United States
- [Senior Data Engineer](https://feeny.ai/job/senior-data-engineer-zocks-budapest-mjqq9ew2ja17) — Budapest, Hungary
- [Senior Platform Engineer](https://feeny.ai/job/senior-platform-engineer-zocks-budapest-648qks8238j4) — Budapest, Hungary
- [Sales Development Representative](https://feeny.ai/job/sales-development-representative-zocks-denver-tt60py6dba5z) — Denver, CO
- [Account Manager (SMB)](https://feeny.ai/job/account-manager-smb-zocks-denver-prfq045pprdx) — Denver, CO
- [Staff Data Engineer](https://feeny.ai/job/staff-data-engineer-zocks-budapest-75avmynndhpy) — Budapest, Hungary
- [Enterprise Account Manager](https://feeny.ai/job/enterprise-account-manager-zocks-united-states-emb0r7dgp3a4) — United States
- [Staff Software Engineer](https://feeny.ai/job/staff-software-engineer-zocks-budapest-bcht57ect3vz) — Budapest, Hungary
- [VP of Engineering](https://feeny.ai/job/vp-of-engineering-zocks-budapest-cvtrdycwr0fk) — Budapest, Hungary
- [Senior DevSecOps Engineer](https://feeny.ai/job/senior-devsecops-engineer-zocks-budapest-w806k802p7ne) — Budapest, Hungary