
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.
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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 product strategy and roadmap for Meet and the operating system with flexibility to extend into adjacent product areas • Lead and develop a team of 4–6 PMs: hiring, onboarding, career development, and performance management • Partner with engineering and design leadership to drive roadmap execution, quality, and velocity • Set the bar for PM craft at Jump: frameworks, processes, documentation, and team norms that raise everyone’s output • Drive cross-functional alignment on roadmap, pricing and packaging, and integration points with Jump’s broader product surface • Represent the product perspective in executive and go-to-market conversations. Bring commercial clarity and customer insight into every strategic discussion • Hold the team accountable to outcomes, not just outputs: clear success metrics, honest PMF assessment, and proactive communication when things aren’t working
• 10–15+ years of PM experience, with at least 3–5 years managing PM teams • A track record of owning and scaling a core product surface, not just shipping features, but building something that became the center of gravity for a business • Strong people leadership: you develop PMs, build team culture, and hold a high bar without creating drama • Deep user empathy: you understand that products in financial services live or die on trust, and you design with that constraint at the center • Commercial instinct: you connect product decisions to revenue, know what real demand pull looks like, and don’t confuse polite feedback with validated signal • Comfort with ambiguity and scope: you write your own brief, define success criteria before asking for resources, and stay oriented when priorities shift • Strong cross-functional presence: you’re as credible in a sales debrief as you are in an eng sprint planning session
• 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
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