Jump - Advisor AI

Jump uses AI to help financial managers automatically take notes, stay compliant, update their CRM, and serve clients.

Strategy Manager – Insights

StrategyStrategyFull TimeRemoteTeam 51-200Since 2023Company SiteLinkedIn

Location

United States

Posted

15 days ago

Salary

$150K - $170K / year

Bachelor Degree5 yrs expEnglishPythonTableau

Job Description

• Lead end-to-end delivery of paid advisory engagements with Jump’s largest enterprise clients, from problem definition through executive readout. • Partner with senior stakeholders to define growth and performance questions and translate them into structured analytical workstreams. • Use Jump conversational data to identify the advisor behaviors and meeting dynamics that differentiate successful vs unsuccessful outcomes. • Synthesize findings into executive-ready narratives and practical recommendations leaders can operationalize. • Own engagement operations across concurrent workstreams, including planning, scope, stakeholder cadence, and quality control. • Build repeatable frameworks and best practices to improve delivery speed and consistency over time. • Support ongoing research initiatives with financial institutions and academic partners focused on advisor behavior and client outcomes. • Contribute to publishable studies and industry insights derived from large-scale conversational and behavioral data. • Support enterprise sales efforts through insight-led storytelling, strategic narratives, and customized client materials. • Conduct firm-level research to support targeting, positioning, and opportunity sizing. • Build outcome-based ROI and pricing models tailored to specific firms, segments, or use cases. • Identify emerging product and advisory opportunities based on recurring patterns observed in Jump client data. • Create high-impact presentations and narratives delivered by the Head of Insights to executive and advisor audiences.

Job Requirements

  • Bachelor’s degree required, with a strong record of academic achievement.
  • 5+ years of experience in management consulting, strategy and operations, go-to-market strategy, and/or data science and analytics roles, with a track record of delivering executive-ready insights and recommendations.
  • Experience in wealth management or financial services is highly preferred.
  • Experience owning end-to-end project delivery including scope, timelines, stakeholder management, and executive communication.
  • Experience leading and developing a team, including managing quality, coaching, and driving accountability.
  • Advanced Excel and PowerPoint skills, with consistently high-quality deliverables built for senior audiences.
  • Nice to Have: Tableau, Python, or R experience.

Benefits

  • Offers Equity

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