Co-Founder and CEO

Co-Founder, CTO

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

Zocks Launches Next-Gen AI Assistant

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

InvestCloud Launches AI-Enabled Solutions for Advisor Productivity and Client Engagement

Sales Development Representative

Zocks is an AI-based platform transforming the financial services industry by helping professionals better serve clients and save time. They are seeking a Sales Development Representative who will be responsible for engaging prospects, scheduling meetings, and driving sales opportunities.

Sign up with Google

Sign in with Google