Zocks
Senior Consultant, Financial Services Practice Management
Remote US
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hirly's read of this role
- Seniority
- Senior
- Country
- US
- Work mode
- Remote-friendly
- First seen by hirly
- 21 Sept 2026
Derived automatically from the posting. Upload your resume above to see how the role scores against it.
the posting
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.
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