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

Account Executive

Zocks is an AI-based platform transforming the financial services industry, helping professionals serve their clients more effectively. They are looking for an Account Executive to guide prospects through the sales process, from product demos to closing contracts, while building strong client relationships and contributing to revenue growth.

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