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.
Strategic Account Executive
🕒 March 13
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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
• Identify and lead the pursuit of "Top 25" global financial institutions • Build and maintain relationships with CXO-level stakeholders • Lead negotiation of high-complexity, multi-million dollar contracts • Coordinate cross-functional efforts to over-deliver on commitments • Serve as a thought leader in the FinServ AI space • Develop strategies for expanding Jump’s footprint across various business units
🎯 Requirements
• Minimum 8+ years of experience in Enterprise/Strategic SaaS sales • Managing $500k+ ARR deal cycles • Deep domain expertise in the institutional financial landscape • Understanding of regulatory hurdles (SEC, FINRA) • Proven ability to navigate 12–18 month sales cycles • Ability to articulate the ROI of AI to financial executives • Elite presentation skills
🏖️ Benefits
• Significant Equity Stake • Comprehensive Benefits: Medical, dental, vision, and 401k.
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