<div id="1104919656"> <div id="1228815840"> <h1><span><span>Senior Implementation Manager – Solutions Delivery</span></span></h1> </div> </div>

Denver, CO, USA

Zocks is an AI-powered platform that helps financial advisors and wealth professionals automate routine tasks and capture client insights. It uses artificial intelligence to generate meeting preparation materials, transcribe and summarize conversations, populate forms, draft client emails, and sync information with CRM and other systems without manual data entry. Zocks turns unstructured client communication into organized, actionable data that supports follow-up tasks and deeper client understanding. The platform also provides reporting and analytics on client interactions and integrates with existing advisory technology stacks to streamline workflows. Zocks is designed to support advisory teams in managing client relationships with greater efficiency and context.

San Francisco, CA, USA

Zocks

Senior Implementation Manager - Solutions Delivery

Motive partners is a private equity firm with offices in new york city and london, focusing on growth equity and buyout investments in software and information services companies based in north america and europe and serving five primary subsectors: banking & payments, capital markets, data & analytics, investment management and insurance. Motive partners brings differentiated expertise, connectivity and capabilities to create long-term value in financial technology companies.

Motive Capital Management, LLC

Motive Partners

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Senior Implementation Manager - Solutions Delivery

Senior Implementation Manager – Solutions Delivery