Director, Events

• Develop a comprehensive annual events calendar (major industry trade shows, regional roadshows, partner events, and proprietary summits).

• Utilize best practices as well as creative approaches to help us develop novel experiences for prospective customers

• Own quarterly event-sourced and event-influenced pipeline goals in partnership with Sales.

• Lead the vision for booth design, creative storytelling, and "on-floor" experiences that make Jump the most talked-about brand at any show.

• Manage all logistics, including contract negotiations, vendor management, and onsite operations.

• Design high-impact "fringe" events (VIP dinners, after-parties, and executive briefings).

• Build a scalable "event-in-a-box" framework for regional field marketing and partner-led events.

• Collaborate with Brand Marketing to ensure our on-stage presence and demos are world-class.

• Hire and mentor a small team of event professionals as we continue our rapid growth.

• Track and analyze the ROI of every event, moving beyond "booth scans" to measure actual pipeline impact and CAC.

• Implement rigorous post-event follow-up processes in collaboration with the SDR and Sales teams.

• Manage the total events budget with precision, ensuring high-impact spend.

• Partner with RevOps to ensure seamless lead routing and attribution from the event floor to Salesforce.

• Experience in the Financial Services/Wealth Management vertical.

• Experience building an event function from the ground up at a high-growth startup.

• Strong network of vendors and partners within the event production space.

Events are the heartbeat of the financial services industry. In this role, you aren't just a "planner"—you are a brand architect. You will shape how the industry perceives Jump and create the physical spaces where our most important deals are done.

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump leads its category in market share and customer satisfaction, serving firms like LPL, Raymond James, and Cetera.

Jump’s Team Values: High Velocity, World Class, and Direct + Kind + No Drama.