
51 - 200 employees
Founded 2023
🤖 Artificial Intelligence
💳 Fintech
☁️ SaaS
💰 $24.6M Series A - Jump on 2025-02
Artificial Intelligence • Fintech • SaaS
Jump - Advisor AI is an AI-powered SaaS platform that automates administrative and client-facing workflows for financial advisors and wealth teams. It provides meeting preparation, automated note-taking, follow-up email generation, client engagement tools, and data-driven insights, while integrating with CRMs, financial planning tools, conferencing systems, and calendars. Built with enterprise-grade security and configurable compliance controls, Jump is designed for RIAs, broker-dealers, and other advisory firms to save time, increase meeting capacity, and simplify supervision and auditability.
🕒 May 12
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51 - 200 employees
Founded 2023
🤖 Artificial Intelligence
💳 Fintech
☁️ SaaS
💰 $24.6M Series A - Jump on 2025-02
Artificial Intelligence • Fintech • SaaS
Jump - Advisor AI is an AI-powered SaaS platform that automates administrative and client-facing workflows for financial advisors and wealth teams. It provides meeting preparation, automated note-taking, follow-up email generation, client engagement tools, and data-driven insights, while integrating with CRMs, financial planning tools, conferencing systems, and calendars. Built with enterprise-grade security and configurable compliance controls, Jump is designed for RIAs, broker-dealers, and other advisory firms to save time, increase meeting capacity, and simplify supervision and auditability.
• Own the Event Strategy & Pipeline • Develop a comprehensive annual events calendar (major industry trade shows, regional roadshows, partner events, and proprietary summits). • Utilize best practices as well as creative approaches to help us develop novel experiences for prospective customers. • Own quarterly event-sourced and event-influenced pipeline goals in partnership with Sales. • Lead the vision for booth design, creative storytelling, and "on-floor" experiences that make Jump the most talked-about brand at any show. • Manage all logistics, including contract negotiations, vendor management, and onsite operations. • Design high-impact "fringe" events (VIP dinners, after-parties, and executive briefings). • Build a scalable "event-in-a-box" framework for regional field marketing and partner-led events. • Collaborate with Brand Marketing to ensure our on-stage presence and demos are world-class. • Hire and mentor a small team of event professionals as we continue our rapid growth. • Track and analyze the ROI of every event, moving beyond "booth scans" to measure actual pipeline impact and CAC. • Implement rigorous post-event follow-up processes in collaboration with the SDR and Sales teams. • Manage the total events budget with precision, ensuring high-impact spend. • Partner with RevOps to ensure seamless lead routing and attribution from the event floor to Salesforce.
• 6–10 years of experience in B2B event marketing with a strong focus on enterprise events • SaaS Background: Proven track record of managing large-scale presences at major industry trade shows. • Strategic Mindset: You have the creative orientation to help us build truly novel experiences that create real impact. • Analytical Rigor: Comfort with CRM data (Salesforce) and attributing event activity to revenue. • High Velocity: Ability to thrive in a fast-paced environment and manage multiple complex projects simultaneously.
• Equity • Flexible PTO • $500 WFH Stipend • Medical: $0 premium health plan for your family • Ancillary Benefits: Dental, Vision, Life, Disability, Indemnity, etc. • Tax Savings: 401k, HSA, FSA, Dependent Care FSA, Commuter, etc. • Laptop + $500 budget for workspace setup • Paid Parental Leave: 2-4 weeks non-birthing, 6-16 weeks birthing, depending on tenure
Apply Now🕒 May 12
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