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Remote Jobs at Zocks | AI for Advisors

Find your next remote opportunity · 1 Open Position

Zocks | AI for Advisors logo

Zocks | AI for Advisors

The Meeting Assistant for Financial Advisors.

Artificial IntelligenceFintechSaaS
WebsiteLinkedIn

The Meeting Assistant made for Financial Advisors.

Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.

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📅 Sort by
🔎 Search
🌍 Location
💵 Salary
🔑 Job Type
🚀 Experience
💻 Tech Skills
Zocks | AI for Advisors logo
2hr

Enterprise Account Manager

Zocks | AI for Advisors

Enterprise Account Manager owning customer onboarding, adoption, retention, and renewals. Supporting Zocks’ AI assistant platform used by financial-advisor firms.

View job details
🇺🇸 United States
Full-time
$100,000 - $110,000 per year
Junior
Mid Level
💰 Account Manager
2hr

No more jobs available.