About this role
About the Role
Jump's post-meeting sync automates drafting CRM notes, follow-up tasks, and financial planning updates from advisor meetings. You will help configure, review, and promote these automation capabilities, ensuring accuracy and compliance across the systems advisors rely on. What You'll Do
-
Review AI-generated notes, tasks, and record updates before they are synced.
-
Configure and map outputs to CRM and planning tools using custom mappings and the automation builder.
-
Ensure seamless syncing to Salesforce, Redtail, Wealthbox, Advyzon, AdvisorEngine, eMoney, RightCapital, and more.
-
Maintain compliance by setting up attestations and audit trails.
-
Help onboard new advisors, set up automation playbooks for different meeting types, and iterate based on feedback. What We're Looking For
-
Interest in AI-powered automation for CRM and financial planning workflows.
-
Familiarity with Salesforce, Redtail, Wealthbox, Advyzon, AdvisorEngine, eMoney, RightCapital (and more).
-
Experience configuring data mappings and custom fields/objects.
-
Strong attention to detail, ability to review and improve outputs before syncing.
-
Comfortable with change; ability to set up automation rules and onboarding. Nice to Have
-
Experience in financial services or wealth management domain. Compensation & Benefits
-
Not disclosed.