
Artificial Intelligence • Finance • SaaS
Jump - Advisor AI is a cutting-edge solution designed specifically for wealth advisors to streamline their workflow. It transforms traditional note-taking into an efficient process by converting conversations into actionable tasks, notes, and compliance records securely using AI technology. With deep integrations into popular advisor tools like Salesforce and Wealthbox, Jump allows advisors to significantly reduce administrative work and focus more on client relationships, offering features such as customizable meeting notes, automated follow-up emails, and smart task management, thereby enhancing overall service quality and compliance.
51 - 200 employees
Founded 2023
🤖 Artificial Intelligence
💸 Finance
☁️ SaaS
October 1

Artificial Intelligence • Finance • SaaS
Jump - Advisor AI is a cutting-edge solution designed specifically for wealth advisors to streamline their workflow. It transforms traditional note-taking into an efficient process by converting conversations into actionable tasks, notes, and compliance records securely using AI technology. With deep integrations into popular advisor tools like Salesforce and Wealthbox, Jump allows advisors to significantly reduce administrative work and focus more on client relationships, offering features such as customizable meeting notes, automated follow-up emails, and smart task management, thereby enhancing overall service quality and compliance.
51 - 200 employees
Founded 2023
🤖 Artificial Intelligence
💸 Finance
☁️ SaaS
• Define and deliver go-to-market strategies for new products and major feature launches • Develop positioning, messaging, and value propositions that resonate with target audiences • Create sales enablement materials that help our GTM teams win more effectively • Partner with Product and Growth to drive adoption and engagement post-launch • Conduct competitive analysis and customer research to inform product and marketing strategy • Help Jump accelerate category leadership, trusted and loved by customers • Help build Jump into a career-making, exceptional place to work
• 2-4 years of experience in product marketing, go-to-market, or a related role in SaaS or B2B technology • Proven success launching products or features and driving adoption • Strong messaging and positioning skills – able to distill complex ideas into crisp, compelling narratives • Experience partnering with product and sales teams to execute GTM strategies • Excellent communication, storytelling, and project management skills • Experience in fintech, wealth management, or serving financial advisor markets (Preferred) • Experience marketing AI products (Preferred) • Background in market research, segmentation, and customer insights (Preferred)
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