
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.
🕒 June 29
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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.
• Define the vision and strategy for a new product area across financial advisor use cases • Define what early product-market fit signals look like for each opportunity, and be honest when they're not moving • Design and run rapid testing cycles: customer interviews, lightweight prototypes, pilot programs, and early access cohorts • Have an entrepreneurial instinct to not just learn but to deliver value as quickly as possible • Work cross functionally for pricing and packaging decisions and integrating the new products within natural points of the advisor’s workflow
• 8–12+ years of PM experience with at least one clear 0-to-1 or new product area chapter in your history • Entrepreneurial by nature: you have opinions about markets, you move without being pushed, and you're comfortable being wrong quickly and openly • Strong commercial instinct: you know what real demand pull looks like and you don't confuse polite customer feedback with validated signal • Deep comfort with ambiguity; you write your own brief rather than waiting for one • A track record of making ambitious bets and seeing them through from vision to durable customer value • Genuine product vision: you have strong, defensible opinions about where the value is for advisors and for Jump • Deep user empathy: you understand that products in financial services live or die on trust, and you design with that constraint at the center, not the edge
• 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
Apply Now🕒 June 29
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