About this role
About the Role Join Jump's AI Notetaker team to help financial advisors capture, write, and organize every meeting across Zoom, Teams, Meet, phone, in-person, or on the go. You’ll enable output that is delivered within a minute of meetings, written in each advisor's voice, and synced to their CRM with firm-wide structure options.
What You'll Do
- Implement and optimize AI Notetaker across multiple meeting channels including Zoom, Microsoft Teams, Google Meet, Webex, phone calls, and in-person conversations.
- Help advisors customize note output (tone, structure, level of detail, and writing style) and switch between templates or build from scratch.
- Ensure notes, tasks, and follow-ups are created and synced, with audit trails and compliance-ready formats.
- Enable manual capture by uploading audio or recording via web/mobile apps, and ensure voice differentiation and accurate transcription.
- Support firm-wide alignment by applying standard note structures and ensuring consistency across the team.
What We're Looking For
- Experience with AI-driven note-taking or transcription and CRM integrations.
- Understanding of financial advisor workflows and compliance considerations.
- Ability to implement and maintain customizable templates and outputs.
- Comfortable with multi-channel meeting capture and ensuring data integrity.
Nice to Have
- Experience with multi-channel transcription accuracy and differentiating voices.
- Experience supporting enterprise clients and compliance reviews.