Zocks is an AI assistant for financial advisors, automating operational work and driving growth. Backed by venture capital, the team of sharp, curious individuals serves 5,000+ firms in a collaborative, low-ego culture.
Partner with enterprise leadership to design and implement scalable practice management strategies for large RIAs, broker-dealers, and financial institutions.
Own the creation of best practice playbooks, curricula, and thought leadership content to drive advisor adoption and firm-wide growth.
Deliver in-person and virtual sessions at client sites and industry conferences, representing Zocks as a subject-matter expert in practice management.