Jump - Advisor AI
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.
Senior Director, Demand Generation
Job not on LinkedIn
🕒 March 31
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Jump - Advisor AI
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.
📋 Description
• Own pipeline generation • Plan and execute multi-channel demand gen campaigns (paid search, paid social, content syndication, webinars, events, email) • Drive MQL → SQL → pipeline with clear hypotheses and targets • Own quarterly pipeline goals in partnership with Sales and RevOps • Design and run lead capture, nurture, and re-engagement programs • Improve lead quality through segmentation, scoring, and routing • Partner with content and product marketing on offers that convert • Track and analyze funnel performance from first touch through opportunity • Optimize for CPL, conversion rates, and pipeline efficiency • Run experiments to improve channel performance and campaign ROI • Work closely with Sales on ICP definition, messaging, and feedback loops • Partner with RevOps on attribution, reporting, and tooling • Align with Product Marketing on positioning and launches • Manage campaign calendars, budgets, and vendors • Help define demand gen best practices as a leader of a small but growing team • Contribute to GTM planning and forecasting
🎯 Requirements
• 6–10 years of experience in B2B demand generation • Proven track record of driving pipeline in a SaaS or tech company • Hands-on experience with paid channels and marketing automation • Strong analytical skills and comfort with funnel metrics • Hands-on experience with AI tools • Experience building and motivating high performing teams
🏖️ Benefits
• Medical, dental, vision benefits • 401k available
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