About this role
Job title: Product Manager, Insights Dashboard
About the Role
Jump's Insights Dashboard turns thousands of advisor-client meetings into a living, visual command center. The role focuses on building and supporting a platform that surfaces patterns, sentiment shifts, and opportunities across a firm's client conversations, helping leaders coach advisors and set strategy.
What You'll Do
- Turn every meeting into a data point automatically by surfacing what clients are worried about and where opportunities are left on the table.
- Surface trending topics and most common objections that hold decisions back, with week-over-week insights.
- Support the Client Sentiment Index to track emotional tone before and after meetings and identify moments that shift sentiment.
- Help track the pipeline by identifying held-away assets, capturing whether a suggestion was made and whether the client agreed, and exposing where opportunities fall through.
- Provide breakdowns of asset classes discussed and measure alignment between client outlook and advisor recommendations.
- Collaborate with firm leaders to deliver macro trends in real time and coach advisors with evidence.
What We're Looking For
- Experience turning unstructured conversations into structured, trendable data and dashboards.
- Familiarity with data visualization, analytics, and product-minded thinking for SaaS.
- Ability to drill into individual meetings to read the moments that moved the needle.
- Interest in wealth management or financial advisory dynamics and how data informs strategy.
Nice to Have
- Experience working with financial services or advisory firms.
- Background in sentiment analysis, topic modeling, or conversation analytics.