About the role
Jump is the AI operating system for financial advisors , transforming meetings, emails, and documents into structured data, automated workflows, and compliance-ready outputs. Founded in 2022, Jump delivers AI-powered capabilities that reduce busywork, uncover growth opportunities, and elevate the advisor-client relationship—while maintaining industry-leading compliance. We’re building the intelligence layer that powers the modern advisory firm—helping advisors save time, grow faster, and deliver better outcomes for their clients.
About
the Role Jump has strong engagement with advisors on Meet where they see immediate value. The opportunity now is depth: getting advisors to use Jump across more of their workflow, more consistently, and in ways that make switching feel unthinkable. This is a Staff PM role focused entirely on engagement, frequency, breadth, and depth of product use across the advisor base. It's as much a commercial role as a product role. You'll own the metrics that tie directly to retention and expansion, and you'll work across the full product surface to move them.
What You'll Do • Own Jump's engagement strategy end-to-end: define what frequency, breadth, and depth mean for our advisor base and build the roadmap to get there • Instrument and move the engagement metrics that matter and build the visibility that makes them actionable across the org • Identify the product changes, in-app experiences, and behavioral moments that drive durable engagement • Partner with cross-functionally to understand where advisors fall off and design interventions that pull them back before they churn • Run structured experiments; validate with data, ship with conviction, and communicate results clearly to leadership
What We're Looking For • 8–12+ years of PM experience with meaningful time in growth, engagement, or retention-focused roles • A proven track record of actually moving engagement or retention metrics through product changes, not just making recommendations • Systems thinker: you see how individual product decisions compound into behavioral patterns at scale • Commercially literate: you understand how engagement maps to revenue and you can make that case persuasively to leadership and the board • Experience influencing roadmaps across multiple product areas without direct ownership • Deep understanding of data, metrics, and levers that move them. Proactively dives into understanding the data with an analyst and/or themselves • High ownership mindset: you take initiative and follow through
