Controller
New Yorkonsite
Posted 1w ago · via Lever
About this role
About Zocks
Zocks is transforming how financial advisors serve their clients. The advisory industry runs on relationships, but for too long advisors have been buried in the administrative work that surrounds those relationships. We are changing that. Our AI platform handles the operational layer of the advisor's practice so they can focus entirely on their clients, and the result is better advice, deeper relationships, and stronger business outcomes for the firms that trust us. We are backed by Lightspeed, QED, and Motive Partners, trusted by more than 2,000 advisory firms, and growing fast.
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in New York. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included