---
title: 'Staff Data Engineer at Zocks'
canonical: 'https://feeny.ai/job/staff-data-engineer-zocks-budapest-75avmynndhpy'
type: 'job'
last_seen: '2026-11-08'
---

# Staff Data Engineer at Zocks

- **Company:** Zocks
- **Location:** Budapest, Hungary
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-31
- **Last confirmed live:** 2026-11-08
- **Apply:** https://jobs.lever.co/zocks/ac947e4b-f1fc-449d-9d73-90c1b17f35bb

## 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

Data plays a central role in how we build and evolve our AI-native platform at Zocks, supporting our product capabilities, customer experiences, and business decisions. We're looking for a Staff Data Engineer to take a leading technical role in developing our data infrastructure, ensuring reliability, scalability, and performance as our product and customer base continue to grow. You'll join our Data team and work on a mix of complex engineering challenges and new initiatives. From optimizing production data pipelines and advancing our data quality capabilities to designing and implementing new data lake solutions, you'll have the opportunity to shape the technical direction of data engineering at Zocks. This is a hands-on individual contributor role with significant technical ownership. You'll drive architectural decisions, champion engineering best practices, and build solutions that scale with our product and organization. Job Description As a Staff Data Engineer at Zocks, you'll drive the technical design, development, and evolution of our data infrastructure, balancing immediate product needs with long-term reliability, performance, and scalability. You'll work with technologies including ClickHouse, Dagster, Airbyte, Apache Superset, AWS, and Python, taking ownership of complex engineering challenges across our data ecosystem. Working closely with our Head of Data, Data Analysts, Platform Engineers, and Software Engineers building enterprise solutions, you'll translate data requirements into robust technical solutions. We're looking for someone who combines deep hands-on engineering expertise with strong architectural thinking, challenges existing approaches, and can drive complex technical initiatives from initial design through production.

## What You'll Own

Shape and evolve our data architecture Drive technical decisions around data architecture, pipeline design, orchestration, storage, and processing. Own the evolution of production data pipelines, improving their reliability, performance, scalability, and maintainability. Play a key technical role in designing and implementing new data lake solutions, including architectural choices and implementation. Design and implement new data pipelines, integrations, and data processing capabilities to support our product. Evaluate technologies and architectural approaches, making pragmatic trade-offs between short-term delivery and long-term scalability. Build reliable, production-grade data systems Develop and advance automated data quality checks, monitoring, and alerting capabilities. Define and champion engineering best practices for data pipeline testing, observability, documentation, and reliability. Proactively identify and address performance bottlenecks, data inconsistencies, and architectural limitations. Improve data processing and storage efficiency to support growing data volumes and complex use cases. Take end-to-end ownership of critical data engineering solutions, from design and implementation to production operation. Drive technical collaboration and engineering standards Partner with the Head of Data to shape technical priorities and the long-term evolution of our data engineering capabilities. Work closely with Data Analysts to understand data requirements and ensure reliable, accessible data for analytics and reporting. Collaborate with Platform Engineering and DevOps on cloud infrastructure, deployment, monitoring, and operational reliability. Partner with Software Engineering teams to integrate new data sources and support enterprise product requirements. Lead technical discussions, challenge assumptions, and help teams make well-informed architectural decisions. Share technical knowledge, promote reusable patterns, and champion engineering standards across the Data team. Required Skills and Qualifications 7+ years of hands-on experience in Data Engineering or closely related software engineering disciplines, including experience owning complex production data systems. Expert-level Python and SQL skills, with a strong track record of designing and building reliable, scalable data pipelines. Deep understanding of ETL/ELT, data modeling, pipeline orchestration, and modern data architectures. Strong hands-on experience with cloud-based data infrastructure, preferably AWS. Proven experience making architectural decisions and leading complex technical initiatives from design through production. Solid understanding of data warehousing, data storage, distributed data processing, and performance optimization. Experience with engineering practices around data quality, monitoring, testing, and operational reliability. Ability to independently identify technical challenges, evaluate trade-offs, and drive solutions without relying on predefined requirements. Experience collaborating across Data, Infrastructure, and Software Engineering teams, with the ability to influence technical decisions beyond your immediate area. Excellent English communication skills; fluent Hungarian is also required.

## Preferred Qualifications

Hands-on experience with our technology stack: ClickHouse, Dagster, Airbyte, and Apache Superset. Experience designing and implementing data lakes or lakehouse architectures. Experience building automated data quality frameworks, validation processes, and alerting systems. Familiarity with Infrastructure as Code, CI/CD, and modern DevOps practices. Experience shaping data engineering standards and infrastructure in a product organization. Background in B2B SaaS or data-intensive product development. Exposure to AI-native products or data infrastructure supporting AI/ML use cases. Experience mentoring engineers or providing technical guidance across teams.

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
- [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