
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.
🕒 May 19
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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 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.
• 5+ years of experience in B2B SaaS content marketing, journalism, or corporate communications, with at least 2 years in a leadership/management role. • Proven track record of strategic impact, brand building, and measurable revenue/pipeline growth through content in an Enterprise SaaS environment. • Hands-on experience with advanced AI tools for editing, scaling, and optimizing content production workflows. • Exceptional portfolio demonstrating the ability to turn complex technical concepts (like AI, machine learning, or financial workflows) into compelling, human-centric narratives. • Experience managing and motivating high-performing teams of creatives, writers, and external agencies.
• Competitive Salary • Equity • Medical, dental, vision benefits • 401k available
Apply Now🕒 May 15
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