---
title: 'Software Engineering Manager at Zocks'
canonical: 'https://feeny.ai/job/software-engineering-manager-zocks-budapest-vtqbw2hhjmb4'
type: 'job'
last_seen: '2026-11-08'
---

# Software Engineering Manager at Zocks

- **Company:** Zocks
- **Location:** Budapest, Hungary
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2025-03-31
- **Last confirmed live:** 2026-11-08
- **Apply:** https://jobs.lever.co/zocks/09bed344-38ed-4bd1-8e6b-5d92fa70eee3

## Job description

Company Overview: 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. Location: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)

Why we're hiring for this role: As we continue to grow and evolve, we're seeking an Senior Software Engineering Manager with at least 7 years of experience in Software Engineering and 2 years in Leadership to to lead and mentor our dynamic team of developers. We are looking to expand our team with someone who can bring fresh perspectives, advanced technical skills, and a passion for innovation. You will play a crucial role in driving forward our projects, enhancing our product offerings, and meeting the increasingly complex needs of our customers, utilizing cutting-edge technologies and agile methodologies.​

Key challenges you will work on every day:

- Lead complex technical and strategic initiatives to drive optimized delivery.
- Mentor and coach team members, supporting their professional development, setting goals, and providing constructive feedback.
- Engage in designing, coding, reviewing, and testing features in alignment with agile practices.​
- Influence the architectural direction of products, including the design and delivery of prototypes.
- Solving complex problems and transforming them into business solutions.
- Leveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S, Terraform and many more.
- Working on various customer-facing features and deeply technical projects that will both contribute to our long-term success
- Effectively communicate delivery status and technical strategies to internal and external stakeholders

Requirements:

- Over 7 years of software engineering experience, with at least 2 years in a managerial role within an agile environment.​
- Tech lead role, still hands-on, able to guide the team regarding technical questions.
- Proactively find problems of existing system/product and offer solutions.
- Strong English and Hungarian communication skills.
- Familiarity with our technology stack: Python, K8S, React, TS, MySQL, AWS.
- Experience working in B2B SaaS and agile development environments, preferably in a startup or dynamic tech company.
- Experience in leading complex technical initiatives involving multiple stakeholders.
- Strong commitment to process improvement and knowledge sharing.
- Interest in AI technology and staying abreast of the latest trends and advancements in the field is an advantage.

What we offer on top of our competitive base salary: -Premium Health Insurance -SZÉP-card -Your lunch is on us when you are in the office -L&D contribution -AYCM package -Employee equity program-Budapest pass (BKK) -Home office support-Loyalty program: extra PTO -Fully stacked office snacks

Location: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)

We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.

## 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
- [Senior Sourcer](https://feeny.ai/job/senior-sourcer-zocks-united-states-mdyg61s0g2cf) — United States
- [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