Jump - Advisor AI

• Partner with product and engineering teams during design and planning to identify risks early and build security into new features from the start. • Lead threat modeling and secure design reviews for new products, features, and architecture changes. • Perform security-focused code reviews and help engineers fix vulnerabilities — and understand how to avoid them next time. • Build and maintain application security tooling (SAST, dependency scanning, secrets detection) integrated into CI/CD. • Participate in incident response: triage, investigate, contain, and drive post-incident learning. • Triage findings from bug bounty reports, pen tests, and vulnerability scans, and drive remediation with owning teams. • Develop lightweight security guidance, paved-road patterns, and training that make the secure way the easy way. • Wear multiple hats as needed — from customer security questionnaires to cloud and corporate security improvements.

• Design product features for an AI assistant aimed at financial advisors • Collaborate with a small design team in a fast-paced environment • Utilize existing design systems while proposing adjustments as necessary • Conduct design reviews and act on feedback with cross-functional teams

• Own GRR, NRR, and expansion quota across a book of 100-200+ Velocity RIA accounts • Execute value realization, renewal, and save motions proactively • Identify and close upsell and expansion opportunities within your book • Maintain clean pipeline and accurate forecasting in Salesforce; your forecast should reflect reality, not optimism • Run proactive outreach cadences tied to lifecycle triggers and usage signals • Deliver customer interactions that are prepared, specific, and move the relationship forward • Maintain product depth across Jump's core features and roadmap so you are the most knowledgeable person in the room

• As an Account Manager on Jump's Mid-Market team, you'll be the primary relationship holder for a focused book of RIAs and independent advisory firms - responsible for adoption, retention, expansion, and key stakeholder engagement. • You will manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive real outcomes: advisor productivity, practice growth, and operational excellence. • Develop, negotiate, and close expansion and renewal deals with firm owners and key decision-makers. • Run business reviews with firm leadership to demonstrate value and align on next steps. • Build relationships across your accounts - you are never dependent on a single contact. • Collaborate cross-functionally with account executives, enablement, product, and leadership to deliver value throughout the client lifecycle. • Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting. • Stay ahead of industry trends, client challenges, and the competitive landscape.

• Own team-level GRR, NRR, and expansion quota across the Velocity book • Drive consistent attainment through weekly deal reviews, accurate pipeline management in Salesforce, and ensuring each rep executes saves, upsells, and time-sensitive actions on time • Maintain accurate team-level pipeline and forecasting in Salesforce; surface risks early • Analyze performance data across the Velocity book to identify what is working and what is not, then translate those patterns into decisions: which accounts to prioritize, which playbooks to double down on, and where manual effort is not producing return • Build and maintain scalable playbooks for the Velocity segment: proactive outreach cadences, renewal workflows, save motions, and upsell triggers • Lead adoption of AI and automation tools to scale rep output: build workflows that reduce manual work, set the standard for how the team operates, and hold the bar high • Partner with AM Operations and Product to evaluate new tooling, contribute to the tech stack roadmap, and feed learnings from the Velocity motion back into product development • Identify and eliminate operational friction • Lead structured weekly 1:1s with each Velocity AM focused on deal review, skill development, and accountability • Review customer calls and scorecards to identify execution gaps in objection handling, renewal conversations, product depth, and commercial instinct • Coach reps through specific deal situations, not just frameworks -- join customer calls when needed to model and reinforce high-quality engagement • Partner with leadership on hiring, onboarding, and ramping new Velocity AMs as the team scales

• Manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive real outcomes: advisor productivity, practice growth, and operational excellence. • Lead consultative processes to deeply understand each institution's goals, pain points, and priorities - and translate that into a multi-year account strategy • Develop, negotiate, and close high-value expansion and renewal deals across multi-stakeholder organizations • Run Executive Business Reviews with C-suite stakeholders: CEOs, COOs, CIOs, and Compliance Officers • Build relationships across executive, technical, and business stakeholders - you are never dependent on a single contact • Collaborate cross-functionally with account executives, enablement, product, and leadership to deliver value throughout the client lifecycle • Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting • Stay ahead of industry trends, client challenges, and the competitive landscape

• Own Brand Strategy & Narrative • Define and evolve our corporate narrative and brand strategy based on market research. • Oversee PR, media relations, and event strategies to improve brand visibility. • Ensure absolute consistency in brand voice and messaging across all channels and PR efforts. • Lead Integrated Marketing Campaigns • Partner with Demand Gen and Product Marketing teams to define full-funnel marketing campaigns. • Ensure effective project management and on-time delivery of major campaigns. • Analyze marketing performance metrics to prioritize high-performing strategies. • Scale our corporate marketing engine • Manage internal teams, external freelancers, and agency partners. • Implement robust operations frameworks to streamline creative production and legal approvals. • Leverage modern AI tools to optimize marketing workflows without losing quality. • Drive Brand Perception and Awareness • Guide our content strategy and roadmap with high-value IP • Secure top-tier speaking slots and thought leadership for executives. • Amplify brand awareness through targeted campaigns and activations

• Own product strategy and roadmap for Meet and the operating system, with flexibility to extend into adjacent product areas. • Lead and develop a team of 4–6 PMs, including hiring, onboarding, career development, and performance management. • Partner with Engineering and Design leadership to drive roadmap execution, quality, and velocity. • Set the bar for PM craft at Jump through frameworks, processes, documentation, and team norms that raise everyone’s output. • Drive cross-functional alignment on roadmap, pricing and packaging, and integration points with Jump’s broader product surface. • Represent the product perspective in executive and go-to-market conversations, bringing commercial clarity and customer insight into every strategic discussion. • Hold the team accountable to outcomes, not just outputs, with clear success metrics, honest PMF assessment, and proactive communication when things aren’t working. • Help build Jump into a career-making, exceptional place to work.

• Empower financial advisors with AI-driven solutions • Collaborate with a modern tech stack to enhance workflows • Participate in a 4-step hiring and on-boarding process • Embrace a culture of collaboration and skill development

• 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