
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 and build Jump's paid and organic performance engine • Own strategy and hands-on execution across paid search, paid social, display, video, SEO, AEO/GEO, and conversion optimization • Own the full paid portfolio, including Google, Bing, LinkedIn, YouTube, Reddit, and emerging AI ad platforms • Rebalance spend and nurture buyers through discovery, education, and purchase journeys • Audit accounts, suppress ineffective bids, cut zero-converting spend, and reallocate budget to high-performing pipeline opportunities • Own visibility across organic search, AI Overviews, ChatGPT, and Perplexity • Drive the SEO/AEO roadmap with competitor pages, category-gap coverage, long-tail coverage, and AI-discovery content • Own landing pages, conversion paths, and CRO; run tests across creative, audiences, offers, and formats • Partner with creative on performance-ready assets and growth marketing on trial conversion • Own channel-level reporting tied to Salesforce, including spend pacing, CPL, cost per opportunity, and pipeline-per-dollar • Maintain UTM discipline and attribution hygiene with Marketing Operations • Manage the paid budget and agency/vendor relationships • Build the performance marketing team as spend scales • Deliver a paid account audit, refreshed evergreen program, improved efficiency and ROAS, tested new channels, increased search/AI visibility, and trusted weekly pipeline reporting
• 5+ years owning performance marketing / paid acquisition at a high-growth B2B software company • Hands-on-keyboard depth in Google Ads, LinkedIn, and Bing • Full-funnel measurement fluency: UTMs, attribution, CRM-tied reporting (Salesforce), and optimization to pipeline and ROI • Working command of SEO and AI-era visibility (AEO/GEO) • Track record of testing landing pages, offers, and creative to measurably lift conversion • Experience originating programs and rebuilding underperforming accounts • Budget ownership of $1M+/year with agency management experience • Communication skills to defend every dollar to executives • Experience in Financial Services or Wealth Management (nice-to-have) • Experience launching YouTube Demand Gen, Reddit, or community-driven paid programs (nice-to-have) • Familiarity with ABM platforms such as 6sense, Marketo, and intent data (nice-to-have) • Legally authorized to work in the United States • Must not require, or later require, employment visa sponsorship to legally work for the company in the United States
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