Strategy Manager – Insights

Role Overview

• 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.
• 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.
• 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.
• 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.

Requirements

• 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.

Tech Stack

• Python
• Tableau

Benefits

• Offers Equity