Lead research projects, including designing, executing, and conducting investor interviews to uncover actionable insights.
Provide strategic insight and thought leadership to clients, leveraging research findings to address investor sentiment and market trends.
Mentor and coach junior team members, fostering their professional growth and expertise in research and advisory services.
We are a strategic advisory firm at the intersection of behavioral finance, corporate strategy, and capital markets. We are a growing team with a culture of support, integrity, and respect.
Develop and execute a comprehensive investor relations strategy and create compelling investor materials.
Build and maintain relationships with institutional and strategic investors, serving as a primary point of contact.
Partner with finance to distill complex metrics into narratives and lay groundwork for IPO readiness.
Cohere is a security-first enterprise AI company building cutting-edge foundation models and products for real-world business problems. They are a global team of researchers, engineers, and designers with offices in Toronto, San Francisco, London, New York, and more.
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.
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.