About the Role

Jump is transforming how financial advisors leverage AI, and we have a wealth of insights from the thousands of advisors on our platform. As a key member of Jump’s growing marketing team, you will turn our unique data into compelling stories, reports, and content that educate, engage, and establish Jump as the thought leader in the industry. Your work will help shape key narratives, drive brand awareness, and provide financial advisors with valuable, data-backed perspectives.

What You’ll Do

Generate key insights: Analyze platform data, user behavior, and industry trends to uncover meaningful takeaways for financial advisors.
Create thought leadership content: Develop research reports, whitepapers, blog posts, and presentations that highlight key industry trends and insights from Jump’s platform.
Shape strategic narratives: Translate data into compelling stories that resonate with financial advisors, the media, and industry influencers.
Share insights publicly: Present findings via webinars, podcasts, industry events, newsletters, and social media to establish Jump as a trusted voice in the industry.
Support marketing and sales: Provide insights that fuel marketing campaigns, sales enablement materials, and external communications.
Collaborate across teams: Work closely with Marketing, Product, and Customer Success to ensure insights are leveraged across multiple channels.
Establish Jump as a category leader: Help position Jump as the go-to source for AI-driven insights in wealth management.

About You

You have 5+ years of experience in research, content marketing, journalism, or data storytelling within SaaS, fintech, or financial services.
You’re comfortable working with large datasets and distilling key trends (experience with data visualization tools is a plus).
You enjoy working cross-functionally and can align insights with business and marketing goals.
You’re passionate about building thought leadership in a fast-growing AI software company.
You thrive in early-stage tech environments, embracing the challenges and opportunities of scaling quickly.
You are proactive and self-driven, with the ability to navigate ambiguity and ask the right questions to guide decisions.
You are excited about leveraging data and AI to help financial advisors optimize their workflows, and you want to share these insights with a broader audience.
You’re a data-oriented storyteller, capable of turning complex insights into actionable, easy-to-understand narratives.
You have a knack for engaging public speaking, whether sharing findings via webinars, conferences, or other platforms.
Your writing and communication skills are top-notch, with a focus on crafting high-impact reports, articles, and presentations.

You have experience with high-velocity content creation and distribution across multiple channels.
Preferred: You have experience working directly with financial advisors or have marketed to RIAs, Broker-Dealers, or fintech audiences.

About Jump

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI.

Jump was launched in 2023 by a team of experienced software entrepreneurs with backgrounds including Harvard, Stanford, Google, Divvy, Bill.com, WeWork, and other experience in big data, AI, and insurtech.

Jump’s product has been recognized with industry awards and by advisor networks as the leading product in its category, and is growing super fast.

Jump’s team values working super fast at a very high quality bar, trusting each other to show up and do what is in the best long term interest of our customers and team, relying on direct but kind communication with no drama, and quality of life.

We believe in building tight teams of highly capable people. Come and join us on our mission to transform the client and advisor experience with cutting edge AI technology, and help those who help safeguard the financial future of everyday people everywhere.

Compensation

Salary: $130-$160k (depending on experience)
Equity
Health benefits

Remote restrictions

Workday must overlap by at least 3 hours with Portland, OR, USA
Must be a resident of United States

Insights Manager