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AI operating system for wealth managers and financial advisors

CEO & Cofounder

Co-founder / COO

Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor Services™ and Fidelity

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

QA Analyst

Jump is an AI financial technology company empowering financial advisors, firms, and clients with smarter workflows, deeper insights, and enterprise-grade security and compliance. The Quality Assurance Specialist will thoroughly test software changes, report bugs, create test artifacts, and help maintain product quality while improving release velocity.

QA Analyst (Global Contract)

Sales Development Representative

Jump is an AI software company empowering financial advisors and their clients through AI-assisted workflows. The Sales Development Representative will build outbound sales motion, source qualified pipeline, book meetings, and support a high-volume SMB sales process targeting financial advisor customers.

Sales Development Representative (SDR)

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.

Staff/Principal Software Engineer

Jump is an AI company focused on empowering financial advisors and their clients through smarter workflows, deeper insights, and secure, compliant technology. The Staff/Principal Software Engineer will contribute to software engineering projects, approach technical problems with curiosity and sound judgment, adapt to changing priorities, and collaborate effectively with the team.

Staff/Principal Software Engineer - Brazil

Enterprise Account Executive

Jump - Advisor AI empowers financial advisors and their clients with AI technology that automates meeting, email, document, and compliance workflows. The Enterprise Account Executive will acquire and grow relationships with large financial institutions, owning the full consultative sales cycle from prospecting through closing and partnering cross-functionally to deliver customer value.

Mid Market Account Executive

Jump is an early-stage AI software company serving financial advisors and other financial services customers. The Mid Market Account Executive will build pipeline, manage full-cycle sales opportunities, and close new business with mid-market financial services customers. The role involves outbound prospecting, value-based selling, procurement management, and partnering cross-functionally to improve sales outcomes.

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.