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 UX Designer
🕒 July 16
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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
• Design product features for an AI assistant aimed at financial advisors • Collaborate with a small design team in a fast-paced environment • Utilize existing design systems while proposing adjustments as necessary • Conduct design reviews and act on feedback with cross-functional teams
🎯 Requirements
• 4–8 years of direct experience designing software applications for web and mobile • Familiarity with design systems and UX patterns • Capability to design intuitive experiences and refine user flows • Ability to work quickly and prioritize crucial designs • Open to feedback and collaboration with PM/engineering partners
🏖️ Benefits
• Medical, Dental, Vision insurance • Disability, life, indemnity, etc • 401k • HSA, FSA, Dependent Care FSA, Commuter • Flexible PTO • Home Office Setup Stipend
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