Jump - Advisor AI

Product Manager

• 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

Staff Product Manager, New Product Area

Marketing

• Develop and execute a comprehensive regional field marketing plan aligned with sales goals and enterprise account targets.
• Own quarterly field-marketing-sourced and influenced pipeline goals, partnering closely with regional sales leadership.
• Help us develop creative executive experiences that reflect our brand ambition and “break through” in novel ways.
• Lead the strategy, sourcing, and execution for all regional events, including VIP dinners, executive briefings, and local user groups.
• Manage localized sponsorships and presence at regional industry chapters and partner events.
• Handle all regional logistics, including venue sourcing, localized contract negotiations, and onsite operations.
• Serve as the primary marketing liaison for regional sales leadership, ensuring tight alignment on territory priorities.
• Equip local sales and SDR teams with localized pre- and post-event outreach playbooks to maximize attendance and conversion.
• Implement rigorous post-event follow-up processes to ensure seamless lead routing and rapid pipeline conversion.
• Track and analyze the ROI of every regional initiative, measuring actual pipeline impact, velocity, and customer acquisition costs.
• Partner with RevOps to ensure flawless lead data capture and multi-touch attribution in Salesforce.
• Manage the regional field marketing budget with precision, ensuring high-impact spend and resource allocation.

Senior Manager, Field Marketing

Product Marketing

• Own market strategy & positioning
• Define and evolve our ICP (Ideal Customer Profile) and buyer personas through deep market research and customer interviews.
• Position our platform with an eye towards enhancing our competitive differentiation and value proposition
• Partner with product management to define our roadmap based on competitive intelligence, market sizing, and customer research.
• Lead Go-To-Market (GTM) execution
• Own the end-to-end GTM strategy for relevant new product launches, feature updates, and market expansions.
• Execute our "launch playbook" to ensure consistency and impact across all internal and external channels.
• Define and evolve pricing and packaging for your product area
• Drive sales enablement
• Equip the sales team with battlecards, pitch decks, and case studies that accelerate the sales cycle and improve win rates.
• Partner with Sales and RevOps to analyze win/loss data, identifying gaps in our narrative or product-market fit.
• Train customer-facing teams on new messaging to ensure a unified voice in the market.
• Shape campaign strategy
• Align with Demand Gen to ensure campaign offers and content are rooted in strong product positioning.
• Work closely with Content Marketing to produce high-authority thought leadership that builds brand credibility.
• Act as the "voice of the customer" in executive GTM planning and forecasting for your business line.

Senior Product Marketing Manager, Enterprise

Sales Development Rep

• Open new opportunities with qualified prospective customers for Jump Account Executives.
• Build Jump’s outbound sales motion to deliver and source reliable, qualified pipeline every month.
• Carry a meetings quota.
• Build a pipeline of $100k ARR each month.
• Willing to cold call and email prospects with the intention of booking a meeting.
• Work with our awesome financial advisor customers.
• Manage an extremely high velocity high volume SMB facing sales motion, including creating leverage for yourself via the latest AI-enabled salestech.
• Help Jump stay the category leader, trusted and loved by customers.
• Help build Jump into a career-making, exceptional place to work.

Sales Development Representative, SDR

Manager

• Own the ABM Strategy & Account Penetration
• Develop and execute multi-channel ABM programs
• Partner with Sales to identify key stakeholders
• Own quarterly account-sourced and account-influenced pipeline goals
• Design and lead high-impact experiences and campaigns
• Act as a Strategic Partner to the Enterprise Sales team
• Track and analyze the ROI of ABM efforts

Senior Manager, ABM

Content Marketing Manager

• Own content strategy & brand narrative
• Define and evolve our editorial strategy and content roadmap based on deep market research, customer interviews, and our enterprise buyer personas.
• Position Jump as the definitive thought leader in the financial services AI space by producing high-authority, research-backed content.
• Ensure absolute consistency in brand voice, tone, and messaging across all marketing channels and assets.
• Drive pipeline & lead generation content
• Partner with the Demand Gen and Growth teams to architect full-funnel content campaigns (e.g., whitepapers, webinars, case studies, and infographics) that accelerate the sales cycle.
• Oversee SEO strategy and execution to continuously improve organic visibility, keyword rankings, and high-intent inbound traffic.
• Analyze content performance metrics (traffic, conversions, pipeline impact) to ruthlessly prioritize high-performing content formats.
• Scale content operations & execution
• Manage external freelancers/agencies and potentially bring on additional internal resources over time.
• Implement robust content operations frameworks to streamline the ideation, production, legal/compliance approval, and localization of content.
• Leverage modern AI tools to optimize content research, distribution, and scaling without sacrificing quality or brand integrity.
• Support product & sales enablement through storytelling
• Collaborate with Product Marketing to translate complex product capabilities and AI technicalities into digestible, value-driven customer stories.
• Turn internal data, customer win-stories, and proprietary insights into compelling case studies and industry benchmark reports.

Director of Content

Events

• Own the Event Strategy & Pipeline
• Develop a comprehensive annual events calendar (major industry trade shows, regional roadshows, partner events, and proprietary summits).
• Utilize best practices as well as creative approaches to help us develop novel experiences for prospective customers.
• Own quarterly event-sourced and event-influenced pipeline goals in partnership with Sales.
• Lead the vision for booth design, creative storytelling, and "on-floor" experiences that make Jump the most talked-about brand at any show.
• Manage all logistics, including contract negotiations, vendor management, and onsite operations.
• Design high-impact "fringe" events (VIP dinners, after-parties, and executive briefings).
• Build a scalable "event-in-a-box" framework for regional field marketing and partner-led events.
• Collaborate with Brand Marketing to ensure our on-stage presence and demos are world-class.
• Hire and mentor a small team of event professionals as we continue our rapid growth.
• Track and analyze the ROI of every event, moving beyond "booth scans" to measure actual pipeline impact and CAC.
• Implement rigorous post-event follow-up processes in collaboration with the SDR and Sales teams.
• Manage the total events budget with precision, ensuring high-impact spend.
• Partner with RevOps to ensure seamless lead routing and attribution from the event floor to Salesforce.

Director, Events

• Own Jump's engagement strategy end-to-end: define what frequency, breadth, and depth mean for our advisor base and build the roadmap to get there
• Instrument and move the engagement metrics that matter and build the visibility that makes them actionable across the org
• Identify the product changes, in-app experiences, and behavioral moments that drive durable engagement
• Partner with cross-functionally to understand where advisors fall off and design interventions that pull them back before they churn
• Run structured experiments; validate with data, ship with conviction, and communicate results clearly to leadership

Staff Product Manager, Growth

Product Specialist

• Become a trusted expert on all things Jump, relied on by Jump customers and prospects.
• Help manage Jump’s customer support desk, responding quickly and competently to financial advisors’ questions, issues, and requests.
• Keep track of pending customer issues, and keep customers up-to-date on the status of those issues.
• Help manage the high-velocity, high-volume Jump Help Desk – a chat interface powered by Intercom.
• Serve as a representative of Jump by responding quickly and professionally to our customers’ requests. (Our customers are financial advisors.)
• Debug and resolve some customer issues live over Zoom calls.
• Leave our customers feeling delighted with your interactions.
• Be a Jump expert and constantly educate users on how to get the most out of Jump’s features.
• Note customers’ feature requests and recurring issues, and highlight those for the product and engineering teams.
• Help establish Jump as the category leader, trusted and loved by customers.
• Help build Jump into a career-making, exceptional place to work.

• Own market strategy & positioning
• Define and evolve our ICP (Ideal Customer Profile) and buyer personas through deep market research and customer interviews.
• Position our platform with an eye towards enhancing our competitive differentiation and value proposition
• Partner with product management to define our roadmap based on competitive intelligence, market sizing, and customer research.
• Lead Go-To-Market (GTM) execution
• Own the end-to-end GTM strategy for new product launches, feature updates, and market expansions.
• Develop the "launch playbook" to ensure consistency and impact across all internal and external channels.
• Define and evolve pricing and packaging for new and existing capabilities
• Drive sales enablement
• Equip the sales team with battlecards, pitch decks, and case studies that accelerate the sales cycle and improve win rates.
• Partner with Sales and RevOps to analyze win/loss data, identifying gaps in our narrative or product-market fit.
• Train customer-facing teams on new messaging to ensure a unified voice in the market.
• Shape campaign strategy
• Align with Demand Gen to ensure campaign offers and content are rooted in strong product positioning.
• Work closely with Content Marketing to produce high-authority thought leadership that builds brand credibility.
• Act as the "voice of the customer" in executive GTM planning and forecasting.
• Build and mentor a team
• Hire highly capable PMMs willing to work in a rapidly scaling business environment.
• Embed AI-first thinking into each step of our team and processes.
• Nurture and mentor team members on and outside your team.

Director of Product Marketing

Android Engineer

• Build new Android app features
• Bring features that exist in one platform to the other to reach parity
• Help with Tier II support. If CX can’t figure out a customer issue, you look deeper into it.
• Work with product/engineering to brainstorm how to solve problems and reduce customer issues
• Fix bugs, build features, etc that help reduce customer issues
• Design/plan and build great mobile architectures that map well to both platforms
• Implement cross platform code for business logic
• Write tests for new features and implement tests for existing features

Senior Android Engineer

QA Engineer

• Thoroughly test software changes
• Report bugs and create test artifacts including test cases, checklists, and shared testing data
• Ensure product meets high standards of quality while supporting release velocity

QA Analyst – Contract

General Counsel

• Own all commercial agreements: SaaS MSAs, DPAs, BAAs, vendor contracts, and NDAs
• Build Jump’s legal ops infrastructure: templates, playbooks, approval workflows, and self-serve tools
• Lead privacy and data compliance: GDPR, CCPA, financial services data requirements, AI governance
• Serve as product counsel on AI-related legal questions, acceptable use, and regulatory positioning
• Develop deep working knowledge of the regulatory environment our customers face–financial advisors, broker-dealers, insurance professionals, and banking institutions
• Help Jump stay the trusted, category-leading product in financial services AI
• Help build Jump into a career-making, exceptional place to work
• Help Jump stay the category leader, trusted and loved by customers

Commercial Counsel

Marketing Operations

• Own and optimize the marketing tech stack (e.g., CRM, marketing automation, attribution, analytics tools)
• Partner closely with Sales Ops / RevOps to ensure clean data flow across the funnel
• Lead implementation, integration, and ongoing optimization of tools and platforms
• Define and maintain funnel metrics from lead → MQL → SQL → revenue
• Build dashboards and reporting that drive decision-making (not vanity metrics)
• Own attribution models and performance measurement across channels
• Ensure data integrity, governance, and documentation
• Design scalable marketing processes (campaign planning, launches, lead routing, SLAs)
• Improve operational efficiency through automation and clear workflows
• Create playbooks and documentation to support a growing team
• Partner with demand gen, content, and product marketing to operationalize campaigns
• Manage campaign setup, QA, segmentation, and post-launch analysis
• Enable experimentation through testing frameworks and performance insights
• Act as a strategic partner to Sales, Customer Success, Finance, and Product
• Translate business goals into operational requirements
• Help align GTM teams around shared definitions, metrics, and outcomes

Marketing Operations Director

Performance Marketing

• Own pipeline generation
• Plan and execute multi-channel demand gen campaigns (paid search, paid social, content syndication, webinars, events, email)
• Drive MQL → SQL → pipeline with clear hypotheses and targets
• Own quarterly pipeline goals in partnership with Sales and RevOps
• Design and run lead capture, nurture, and re-engagement programs
• Improve lead quality through segmentation, scoring, and routing
• Partner with content and product marketing on offers that convert
• Track and analyze funnel performance from first touch through opportunity
• Optimize for CPL, conversion rates, and pipeline efficiency
• Run experiments to improve channel performance and campaign ROI
• Work closely with Sales on ICP definition, messaging, and feedback loops
• Partner with RevOps on attribution, reporting, and tooling
• Align with Product Marketing on positioning and launches
• Manage campaign calendars, budgets, and vendors
• Help define demand gen best practices as a leader of a small but growing team
• Contribute to GTM planning and forecasting