
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
đ¤ Artificial Intelligence
đ¸ Finance
âď¸ SaaS
August 26
âˇď¸ Utah â Remote
đľ $180k - $270k / year
â° Full Time
đ Senior
đŽââď¸ Software Engineering Manager

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
đ¤ Artificial Intelligence
đ¸ Finance
âď¸ SaaS
⢠Lead an engineering team building AI solutions for financial advisors ⢠Manage, mentor, and grow a team of 5-10 software engineers ⢠Conduct regular 1:1s, performance reviews, and career development discussions ⢠Foster a culture of technical excellence, kindness, and hard work ⢠Lead hiring efforts including sourcing, interviewing, and onboarding ⢠Define technical roadmaps and delivery timelines with product management ⢠Oversee system architecture decisions for scalability, reliability, and security ⢠Ensure engineering best practices: code reviews, testing, CI/CD, documentation ⢠Balance technical debt with feature velocity in a startup environment ⢠Drive AI/ML infrastructure and model deployment decisions ⢠Collaborate with compliance, security, and customer success teams ⢠Track and report engineering metrics and KPIs ⢠Identify and mitigate technical risks and bottlenecks ⢠Ensure on-time delivery of high-quality software releases
⢠7+ years of software engineering experience with at least 2 years in engineering management ⢠Strong technical background with hands-on experience in modern programming languages ⢠Experience building and scaling production systems, preferably in fintech, AI/ML, or B2B SaaS ⢠Proven track record of hiring, developing, and retaining engineering talent ⢠Experience with cloud platforms (AWS, GCP, or Azure) ⢠Excellent communication skills with ability to work effectively with both technical and business stakeholders ⢠Bachelor's degree in Computer Science, Engineering, or equivalent practical experience ⢠Preferred: Experience in financial services or fintech, understanding of compliance requirements (SOC 2, GDPR, etc.) ⢠Preferred: Background in AI/ML engineering or working closely with data science teams ⢠Preferred: Experience with LLMs, RAG systems, or other modern AI architectures ⢠Preferred: Track record of building engineering teams from 5 to 20+ people ⢠Preferred: Experience in early-stage startups (Series A-C) ⢠Preferred: Knowledge of financial advisory workflows and tools
⢠Meaningful equity stake in a fast-growing startup ⢠Comprehensive health, dental, and vision insurance ⢠Flexible remote work arrangements ($500 equipment stipend) ⢠Learning and development budget ⢠Opportunity to shape the future of financial advisory services through AI ⢠Work directly with founders and executive team
Apply NowAugust 23
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