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AI operating system for wealth managers and financial advisors

CEO & Cofounder

Co-founder / COO

Jump Unveils New AI-Powered Account Opening and Workflow Innovations for Advisors

Salesforce launches Agentic Advisor as AI notetakers threaten CRM dominance

Jump Collaborates With Markel and Joseph Caruso & Associates to Expand Access to AI and Insurance Solutions for Advisors

Jump Expands Leadership Team to Accelerate Next Phase of AI Operating System Growth

Mid Market Account Executive

Jump is an early-stage AI software company empowering financial advisors and their clients through practical, compliant technology for financial services workflows. The Mid Market Account Executive will build pipeline, manage full-cycle sales opportunities, and close new business with mid-market financial services customers while exceeding revenue targets. The role also involves value-based selling, simplifying complex AI concepts, and partnering cross-functionally to improve sales outcomes and customer experience.

Senior Manager, Customer Marketing

Jump is an AI company empowering financial advisors and their clients through automated meeting, email, and document workflows. The Senior Manager, Customer Marketing will build the customer marketing function, develop customer stories and advocacy programs, manage references, and partner with Sales and Customer Success to drive engagement and expansion.

Sr. Manager, Customer Marketing

Strategic Account Executive

Jump is a company focused on empowering financial advisors with AI technology. They are seeking a Strategic Account Executive who will lead the strategy for acquiring and expanding partnerships with major financial institutions, navigating complex deal structures and building relationships with C-suite stakeholders.

Jump is a company focused on empowering financial advisors and their clients in the age of AI. As a Strategic Account Executive, you will lead the strategy for acquiring and expanding partnerships with major financial institutions, managing complex deals and relationships with C-suite stakeholders.

Staff/Principal Software Engineer

Jump is an AI for Financial Advisors company on a mission to empower financial advisors, firms, and clients with smarter workflows and insights. They are seeking a Staff/Principal Software Engineer who can approach problems with curiosity, communicate effectively, and adapt to shifting priorities.

Staff/Principal Software Engineer - Brazil

Jump is an innovative company focused on empowering financial advisors through AI technology. They are looking for a Staff/Principal Software Engineer to tackle complex problems, communicate effectively, and contribute to a collaborative team environment while working remotely.

Enterprise Account Executive

Jump - Advisor AI is a company focused on empowering financial advisors and their clients through AI technology. They are seeking an Enterprise Account Executive responsible for acquiring and growing relationships with large financial institutions, managing the full sales cycle, and collaborating with various teams to ensure client success.

Senior ABM Manager

Jump - Advisor AI is a company focused on empowering financial advisors and their clients through AI technology. They are seeking a Senior ABM Manager to develop and execute account-based marketing strategies that enhance engagement with high-value accounts and support the sales team in achieving their goals.

Sr. Manager, ABM

Jump empowers financial advisors and their clients through an AI assistant that automates the client meeting cycle and complex workflows for financial services firms. The Senior ABM Manager will develop and execute account-based marketing strategies, create personalized campaigns and experiences, and partner with Enterprise Sales to accelerate pipeline and account growth. The role will also measure ABM performance, optimize campaigns, and build scalable sales enablement frameworks.