What are the responsibilities and job description for the Enterprise Product Manager position at Jump - Advisor AI?
Reports to: Tim Chaves
Salary Range: $160–220k
Location: Draper, UT or Remote
About The Role
As an Enterprise Product Manager at Jump, you’ll lead the product strategy and execution for our largest enterprise customers—major broker-dealers, financial institutions, and wirehouses. You’ll work cross-functionally with design, engineering, and customer teams to ensure Jump is not only enterprise-ready, but enterprise-loved. You’ll define and deliver features that meet the complex requirements of large institutions while maintaining Jump’s speed, simplicity, and elegance.
You’re a world-class product manager with experience building for enterprise users in fast-moving SaaS environments. You thrive on complexity and clarity—able to turn ambiguous customer needs into elegant, scalable solutions.
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.
Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.
Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.
Jump’s team values are High Velocity, World Class, and Direct Kind No Drama.
Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere
Compensation Range: $160K - $220K
Salary Range: $160–220k
Location: Draper, UT or Remote
About The Role
As an Enterprise Product Manager at Jump, you’ll lead the product strategy and execution for our largest enterprise customers—major broker-dealers, financial institutions, and wirehouses. You’ll work cross-functionally with design, engineering, and customer teams to ensure Jump is not only enterprise-ready, but enterprise-loved. You’ll define and deliver features that meet the complex requirements of large institutions while maintaining Jump’s speed, simplicity, and elegance.
- Deeply understand the workflows, compliance structures, and integration needs of enterprise firms.
- Define and prioritize enterprise features that strengthen Jump’s positioning and drive adoption across large organizations.
- Partner with sales, implementation, and customer success teams to translate enterprise feedback into clear, prioritized product requirements.
- Manage enterprise integrations (CRM, planning, compliance, data systems) to ensure secure, scalable performance.
- Drive execution from pilot to rollout—balancing speed with enterprise-grade reliability and predictability.
- Help build Jump into a career-making, exceptional place to work.
You’re a world-class product manager with experience building for enterprise users in fast-moving SaaS environments. You thrive on complexity and clarity—able to turn ambiguous customer needs into elegant, scalable solutions.
- You love talking with enterprise customers and deeply understand how large financial institutions operate.
- You take 100% responsibility; passing blame is completely contrary to your character.
- You’re as comfortable discussing APIs and data flows as you are mapping user workflows across thousands of advisors.
- You have excellent stakeholder management skills and can navigate the needs of IT, compliance, and business leadership simultaneously.
- You understand what it means to work at an early-stage tech company and are energized by the opportunity to build structure where it doesn’t yet exist.
- You avoid meetings whenever possible (recognizing it’s not always possible).
- Your past managers have been devastated to lose you to your next thing—but you have such a strong relationship that they completely supported you anyway.
- Successfully launched and scaled products for enterprise customers, ideally in SaaS, fintech, or workflow automation.
- Managed integrations and compliance-heavy requirements within enterprise environments.
- Partnered closely with go-to-market teams to win and expand large enterprise deals.
- Continued a track record of success for 5–10 years in product management or adjacent roles.
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.
Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.
Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.
Jump’s team values are High Velocity, World Class, and Direct Kind No Drama.
Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere
Compensation Range: $160K - $220K
Salary : $160,000 - $220,000