
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 Brand Strategy & Narrative • Define and evolve our corporate narrative and brand strategy based on market research. • Oversee PR, media relations, and event strategies to improve brand visibility. • Ensure absolute consistency in brand voice and messaging across all channels and PR efforts. • Lead Integrated Marketing Campaigns • Partner with Demand Gen and Product Marketing teams to define full-funnel marketing campaigns. • Ensure effective project management and on-time delivery of major campaigns. • Analyze marketing performance metrics to prioritize high-performing strategies. • Scale our corporate marketing engine • Manage internal teams, external freelancers, and agency partners. • Implement robust operations frameworks to streamline creative production and legal approvals. • Leverage modern AI tools to optimize marketing workflows without losing quality. • Drive Brand Perception and Awareness • Guide our content strategy and roadmap with high-value IP • Secure top-tier speaking slots and thought leadership for executives. • Amplify brand awareness through targeted campaigns and activations
• 8+ years of corporate marketing experience in growth-oriented B2B SaaS • 3+ years of experience in a leadership role managing teams and budgets. • Proven track record of strategic impact and brand building in an Enterprise SaaS environment. • Hands-on experience with advanced AI tools for scaling marketing workflows. • Experience helping build category leadership and brand perception • Background in or deep understanding of Fintech, Wealthtech, or the Financial Services industry (nice-to-have) • Experience with hybrid PLG/Enterprise sales motions (nice-to-have)
• Competitive salary and variable compensation range • Equity • Medical, dental, vision benefits • 401k available
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