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.

Were 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

Youre 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 whats next.

R - Resilient

Building something new isnt 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.

About the Role

Great candidates arent always looking for a job. Thats exactly the problem were hiring you to solve.

Were looking for a Senior Sourcer to own outbound candidate strategy across our open roles - not a coordinator role, not a manage the inbound queue role. Youll build pipelines of passive candidates from scratch, run your own outreach campaigns, and partner directly with hiring managers and leadership on search strategy. Most of your day will be spent finding people who werent thinking about a new job - and giving them a reason to start.

If youve ever built a search from absolutely nothing - no shortlist, no warm leads, just a blank sheet and a hunch about where the right person might be hiding - this is your kind of problem.

What Youll Do

• Own outbound sourcing for any role - senior or otherwise - where the pipeline is thin or inbound alone isnt cutting it
• Hunt down passive candidates using Boolean search, X-ray search, LinkedIn Recruiter, and whatever other channel gets the job done
• Run high-volume, genuinely personalized outreach campaigns and stick with long sourcing cycles that dont pay off overnight
• Have real conversations with the candidates you find, to sort signal from noise before handing off to the hiring manager
• Partner directly with hiring managers and leadership to figure out where outbound effort matters most
• Be the first impression of Zocks for people whove never heard of us - and make it a good one

 

What Were Looking For

• 5+ years of sourcing experience, ideally from an agency, retained search firm, or an in-house team built around outbound
• Real fluency in Boolean/X-ray search and other passive-sourcing techniques - not just LinkedIns built-in filters
• A track record of engaging and actually converting candidates who werent looking
• Scrappiness - you dont wait for the perfect tool or a clean list; you figure out a way in
• Resourcefulness - when the obvious channel dries up, you find a less obvious one
• Comfort with a high volume of nos and silence - you treat it as data, not discouragement
• Adaptability - you can shift strategy mid-search when what youre doing isnt working
• Strong written communication - your outreach needs to stand out in a crowded inbox, not read like a template
• Full ownership mentality - you run a search end-to-end and dont need it handed to you in pieces

BENEFITS

The full picture

Health

• Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
• Dental: 99% covered - Guardian, $1,500 annual benefit
• Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
• FSA: Zocks matches dollar-for-dollar up to $500/year

Time off

• Unlimited PTO
• Paid sick time
• 11 paid holidays

Family

• Birthing parent: 12 weeks fully paid parental leave
• Non-birthing parent: 6 weeks fully paid parental leave

Financial

• 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds

Everything else

• MacBook laptop + Google Workspace, Slack, and Zoom provided
• Equity grant - details included as part of your offer
• Growth opportunities for high performers after 6 months
• Collaborative, low-ego culture with smart, kind teammates

EQUAL OPPORTUNITY

Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.

We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.