---
title: 'Product Specialist at Jump'
canonical: 'https://feeny.ai/job/product-specialist-jump-draper-j2vr3tnx56ha'
type: 'job'
last_seen: '2026-09-26'
---

# Product Specialist at Jump

- **Company:** Jump
- **Location:** Draper, UT
- **Compensation:** $65k–$80k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-24
- **Last confirmed live:** 2026-09-26
- **Apply:** https://jobs.ashbyhq.com/jump-app/b74cd2d1-9977-4717-a0b9-9a1292948ef9/application

**Skills:** Intercom, Zoom, Technical interfaces

> Serve as a trusted expert on Jump's AI assistant, managing the high-volume help desk and responding professionally to financial advisors. Debug issues live via Zoom, educate users on features, and track customer issues to ensure satisfaction and drive product feedback.

## Job description

Title - Product Specialist Reports To - Som Ameri (Product Specialist Manager) Location - Draper, UT Hybrid - 4 days in office, 1 day remote

## About the Role

Become a trusted expert on all things Jump, relied on by Jump customers and prospects. Help manage Jump’s customer support desk, responding quickly and competently to financial advisors’ questions, issues, and requests. Keep track of pending customer issues, and keep customers up-to-date on the status of those issues. Contribute wherever needed. Jump is a customer-experience-obsessed company, so this is a very important role on the team.

- Help manage the high-velocity, high-volume Jump Help Desk – a chat interface powered by Intercom.
- Serve as a representative of Jump by responding quickly and professionally to our customers’ requests. (Our customers are financial advisors.)
- Debug and resolve some customer issues live over Zoom calls.
- Leave our customers feeling delighted with your interactions.
- Be a Jump expert and constantly educate users on how to get the most out of Jump’s features.
- Note customers’ feature requests and recurring issues, and highlight those for the product and engineering teams.
- Help establish Jump as the category leader, trusted and loved by customers.
- Help build Jump into a career-making, exceptional place to work.

## About You

- You are a top-5% writer + verbal communicator – clear, professional, and quick.
- You learn and work quickly and independently.
- You are meticulous, detail-oriented, and great at multi-tasking.
- You are a relationship builder, and a professional and personable ambassador of any brand you represent.
- You are responsible and take accountability.
- You are comfortable using technical interfaces, and good at thinking methodically about why something might not be working, though you do not need to know anything about computer programming, math, or AI.
- You understand what it means to work at an early-stage tech company and are excited about the related opportunities and challenges.
- You are excited by the prospect of helping financial advisors leverage cutting-edge AI.

## What You’ve Done

- You were a high-performing student in high school and college. (College degree required.)
- Helpful if you have 1-5 years of professional experience, preferably in a customer-facing role in tech, though we do also hire new college grads.

## About Jump

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](http://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

Remote restrictions

- Must be a resident of United States

## Compensation & Benefits

- $65,000-$80,000
- Equity
- Flexible PTO
- $500 WFH Stipend
- Medical: $0 premium health plan for your family
- Ancillary Benefits: Dental, Vision, Life, Disability, Indemnity, etc.
- Tax Savings: 401k, HSA, FSA, Dependent Care FSA, Commuter, etc.
- Laptop + $500 budget for workspace setup
- Paid Parental Leave: 2-4 weeks non-birthing, 6-16 weeks birthing, depending on tenure.

## Equal Opportunity Employer

Jump is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

## About Jump

## Company Overview
- **One-liner**: Jump provides an AI operating system for wealth managers and financial advisors that automates notetaking, compliance, client prep, and follow-ups.
- **Entity Type**: Private (Series B)
- **Headquarters**: Salt Lake City, Utah, United States
- **Founded**: 2022 (LinkedIn lists 2023)
- **Founders**: Parker Ence (CEO), Adam Kirk (CTO), Tim Chaves (President & COO)

## Core Business
- Primary industry/industries: Wealthtech / Fintech / AI Software
- Target customers: Financial advisors, wealth management firms, RIAs, broker-dealers, and enterprise financial institutions (B2B)
- Mission or purpose statement: "Empower financial advisors and their clients to thrive in the age of AI" [jump.ai/careers](https://jump.ai/careers/)

## Products & Services
For each major offering:
- **Jump AI Platform**: A suite of 20+ AI-powered features including automated pre-meeting prep, AI notetaking and recaps, follow-up emails, auto-assigned tasks, CRM integration, client data intake, and growth insights/scorecards. Designed end-to-end for the advisor-client lifecycle with enterprise-grade compliance (SOC 2, human-in-the-loop AI, audit trails).

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total funding of **$104.6M** across rounds including a $80M Series B led by Insight Partners (Feb 2026)
- **Notable Investors/Partners**: Insight Partners, Battery Ventures, F-Prime, Allianz, Citi Ventures, Sorenson, Pelion; strategic customers include Focus Financial Partners
- **Growth Signals**: 35,000+ advisors using the platform (31,000+ customers); 1,500–2,000 new advisors joining monthly; 183 employees (+192.4% YoY growth); annual revenue estimated at $25M–$50M; acquired a mobile assistant; expanded internationally into Poland, Brazil, Romania, and other markets

## Competitive Advantages
- **Category Leader**: Rated #1 across T3, Kitces, and The Oasis Group reports (2025) for advisor satisfaction, adoption, and market share.
- **Compliance-First Design**: SOC 2-certified, human-in-the-loop AI, optional recording, configurable policies for RIAs, IBDs, and hybrid firms.
- **Deep Integrations**: 40+ integrations with CRM, financial planning tools, and communication platforms.
- **Data Privacy**: Client data never trains AI models; every output is reviewable before sending.
- **Network Effects**: Insights derived from analyzing 1M+ advisor-client conversations annually, feeding back into product intelligence.

## Strategic Focus
- Accelerating growth of the intelligence and action layer for advisory firms, shifting from pure notetaking to a full AI operating system that drives productivity, insight, and organic growth.
- Deepening partnerships (e.g., wealth.com for estate planning integration).
- Expanding enterprise footprint with large firms like Focus Financial Partners.
- International expansion and scaling the team rapidly.

## Why Work Here
- **Culture**: Rated 5.0/5.0 across work-life, compensation, culture, and career on LinkedIn (3 reviews). Described as fast-paced with team members from Google, Stripe, JP Morgan, BILL, Harvard, and Stanford.
- **Remote/Hybrid Policy**: Not explicitly stated on site, but roles span the US (HQ in Salt Lake City) with remote/office mix likely; international roles in Poland, Brazil, etc.
- **Engineering Culture**: Led by CTO Adam Kirk (former Principal Architect at PDQ, Head of Engineering at ZipBooks, scaled to hundreds of thousands of users). 49 employees (~21% of workforce) in technical roles.
- **Growth Opportunity**: 20 active job postings across product, engineering, sales, marketing, and applied AI; 192% headcount growth in the last year offers rapid career advancement.
- **Notable Perks**: Security, compliance at scale, cutting-edge AI applications, direct impact on a fast-growing category leader.

## Sources
1. [jump.ai](https://jump.ai/)
2. [jump.ai/about](https://jump.ai/about)
3. [linkedin.com/company/jump-app-ai](https://www.linkedin.com/company/jump-app-ai)
4. [jump.ai/careers](https://jump.ai/careers)
5. [jobs.ashbyhq.com/jump-app](https://jobs.ashbyhq.com/jump-app)

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