Software Engineering Manager

Zocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.

Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.

Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.

More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2.

Key challenges you will work on every day:

• Lead complex technical and strategic initiatives to drive optimized delivery.
• Mentor and coach team members, supporting their professional development, setting goals, and providing constructive feedback.
• Engage in designing, coding, reviewing, and testing features in alignment with agile practices.​
• Influence the architectural direction of products, including the design and delivery of prototypes.
• Solving complex problems and transforming them into business solutions.
• Leveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S, Terraform and many more. 
• Working on various customer-facing features and deeply technical projects that will both contribute to our long-term success
• Effectively communicate delivery status and technical strategies to internal and external stakeholders

Requirements:

• Over 7 years of software engineering experience, with at least 2 years in a managerial role within an agile environment.​
• Tech lead role, still hands-on, able to guide the team regarding technical questions.
• Proactively find problems of existing system/product and offer solutions.
• Strong English and Hungarian communication skills.
• Familiarity with our technology stack: Python, K8S, React, TS, MySQL, AWS.
• Experience working in B2B SaaS and agile development environments, preferably in a startup or dynamic tech company.
• Experience in leading complex technical initiatives involving multiple stakeholders.
• Strong commitment to process improvement and knowledge sharing.
• Interest in AI technology and staying abreast of the latest trends and advancements in the field is an advantage.