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.

We're 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

You're 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 what's next.

R - Resilient

Building something new isn't 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 aren't always looking for a job. That's exactly the problem we're hiring you to solve.

We're 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. You'll 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 weren't thinking about a new job - and giving them a reason to start.

If you've 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 You'll Do

Own outbound sourcing for any role - senior or otherwise - where the pipeline is thin or inbound alone isn't 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 don't 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 who've never heard of us - and make it a good one

What We're 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 LinkedIn's built-in filters
A track record of engaging and actually converting candidates who weren't looking
Scrappiness - you don't 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 no's and silence - you treat it as data, not discouragement
Adaptability - you can shift strategy mid-search when what you're doing isn't 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 don't need it handed to you in pieces

Logistics

This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
Background and reference checks required as part of onboarding

Interview Process

30-min recruiter screen
Up to three 30-45-min video or onsite interviews
Offer pending references.

Total estimated time: ~3 hours

Compensation

Base salary $130K - $165K. Placement bonus for Director-level and above roles you source, paid after a 90-day retention milestone, regardless of where your day-to-day sourcing focus sits:
Director: $5K
VP: $10K
C-suite/exec: $15K–$20K

Total target compensation $160K - $190K depending on placement volume.

Equity - we're all building this together

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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