Location: Remote / Draper, UT Hybrid
Team: Sales
Reports to: Jeff Monson
Compensation: $250K - $280K OTE on a 50/50 split
Role type: Full-time
About JumpJump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our AI assistant helps financial advisors automate the client meeting cycle and other workflows, turning meetings, emails, and documents into structured data, automated workflows, and compliance-ready outputs.
Jump leads its category in market share and customer satisfaction, serving leading financial services firms. 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.
Jump’s team values are:
High Velocity: You are self-driven, use good judgment, and deliver high-quality work at speed.
World Class: You demonstrate excellence, study what great looks like, continuously learn, and raise the bar for the team.
Direct + Kind + No Drama: You communicate directly and openly, act with and assume best intent, and handle conflict productively.
About the RoleAs an Enterprise Account Executive at Jump, you’ll be responsible for acquiring and growing relationships with large financial institutions. You will own the full sales cycle from prospecting to close, using a consultative selling approach to understand each client’s needs and deliver tailored solutions that drive real business outcomes.
You’ll partner closely with Product, Customer Success, Marketing, and executive teams to ensure success for Jump’s most important customers and prospects.
This is a high-impact role for someone who is excited to sell category-leading AI technology into complex financial services organizations, thrives in long-cycle enterprise sales, and wants to help transform the advisor and client experience.
What You’ll DoProspect, manage, and close new business with large financial institutions, including wealth management firms, broker-dealers, banks, and insurance firms.
Drive discovery calls, demos, and collaborative solution design for prospective clients.
Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, workflows, compliance needs, and buying processes.
Develop, negotiate, and close high-value, multi-stakeholder SaaS deals.
Build strong relationships with executive, technical, compliance, and business stakeholders on the client side.
Collaborate cross-functionally with Product, Customer Success, Marketing, and leadership to deliver value throughout the client lifecycle.
Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting.
Stay ahead of industry trends, client challenges, competitive dynamics, and opportunities across financial services.
Help Jump stay the category leader, trusted and loved by customers.
You may be a strong fit if you have:
5+ years of experience in enterprise SaaS sales or similar, with a track record of exceeding quota.
Proven success selling to large financial institutions, including RIAs, broker-dealers, banks, insurance firms, or similar enterprise buyers.
Deep experience with consultative, solution-based selling and multi-stakeholder deal management.
Strong understanding of financial services workflows, buying processes, and compliance requirements.
Excellent communication, negotiation, and presentation skills, both verbal and written.
Ability to navigate complex, long sales cycles and build trust with senior-level stakeholders.
High ownership, self-motivation, resourcefulness, and strong judgment.
Experience using CRM tools such as Salesforce, HubSpot, or similar.
Bachelor’s degree or equivalent experience preferred.
A direct, kind, low-drama working style and a desire to help Jump raise the bar.
Experience selling AI, workflow automation, compliance, data, or advisor-facing technology.
Experience working at a Series A–C company or similarly fast-moving environment.
Existing familiarity with wealth management, broker-dealer, RIA, banking, or insurance ecosystems.
Experience partnering closely with Product, Customer Success, Marketing, and executive teams in strategic sales cycles.
ISO Equity options
Uncapped Paid Vacation
$0 Medical insurance premium for the whole family
$500 Workspace Setup Stipend
Dental, vision, & Indemnity coverage
HSA, FSA, & Dependent Care FSA
Company-paid Life Insurance
Tax-free Commuter savings
401(k) available
Skills Required
- Minimum 5 years of experience in enterprise SaaS sales
- Proven success selling to large financial institutions
- Experience using CRM tools
- Bachelor's degree or equivalent experience
What We Do
Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more
