Strategy Manager - Insights

Jump is hiring a Strategy Manager to lead client-facing, consulting-style engagements with large wealth management firms. This role owns high-priority projects, partnering directly with senior leaders to tackle questions tied to growth, advisor performance, adoption, and ROI.

You will lead end-to-end delivery, from scoping through executive readout, and translate findings into clear recommendations that leadership teams can act on. The role also supports research initiatives, enterprise go-to-market efforts, and strategic narratives that shape how Jump scales with its largest clients.

This is a high-ownership managerial role. You will run multiple workstreams, manage senior stakeholders, lead a small team, and set the bar for clarity, rigor, and executive-level communication.

• Consulting Engagements

  • 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.

• Research and Thought Leadership

  • 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.

• Enterprise Go-to-Market Enablement

  • 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.

• Strategic and Ad Hoc Work

  • 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.

• You are a strong operator and communicator who can drive complex projects to completion with speed, ownership, and polish.

• You are comfortable owning senior stakeholder relationships and delivering clear updates and decisions without drama.

• You have strong analytical instincts and can turn messy data into defensible findings and practical recommendations.

• You write cleanly and build slides that executives can immediately understand and use.

• You maintain high standards while moving quickly and delivering consistently.

• 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.

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 B company backed by top venture capital firms and industry strategics, including Battery, Sorenson, Pelion, and Citi.