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About the Role
As a Business Development Representative (BDR) at Luminary, you will be laying the foundation for a nascent industry that will define the future of private client services. You will open new customer accounts by developing deep and trusting relationships with C-level executives who have technical expertise in wealth strategies. Achieving sales goals will require strong skills in communication, pipeline management, and leveraging team assets. This role offers unmatched upward mobility for low-ego high performers, reporting to our Head of Commercial and working intimately with our CEO.
Responsibilities
- Identify and qualify new business opportunities through research, networking, and cold outreach
- Become the face of Luminary to the customer and build deep relationships with stakeholders
- Deeply understand customer problems and up-level our current messaging to accelerate the buying process
- Enhance Luminary’s value proposition using customer feedback to address market needs
- Partner with marketing to create content that can be leveraged to articulate the value of Luminary to new and existing customers
Requirements
- 2-5 years of experience, with a mixture of software sales and wealth management experience
- Polished communicator with a track record of bringing on both early adopters to a new platform
- Experience and comfort working in a complex and regulated industry
- Operate with high levels of agency, excellent problem solver, and action-oriented
- Can be given an objective and independently develop ways to achieve it
Skills
- Communication
- Pipeline management
- Leveraging team assets
- Sales
Location
- NYC
Work Type
- Hybrid
- Full-time
Experience Level
- 2-5 years
Salary/Compensations
- Base salary of $80-100k
- Uncapped commission
Benefits
- 100% employee health insurance coverage (plus 50% dependent coverage)
- Monthly wellness stipend
- Unlimited PTO
- 401(k) plan
- Parental leave policy
About the Company
- Luminary is an AI-native system of action for wealth transfer services.
- High net worth households controlling more than $90 trillion in assets are meaningfully underserved by technology that was built for the mass market.
- Luminary solves this problem by transforming complex estate planning and ownership documents into a structured, proprietary data asset that powers verticalized, agent-driven workflows for tax and wealth transfer services.
- Our built-in multi-firm collaboration connects a client's full advisor ecosystem and is the core infrastructure that enables our customers to deliver a highly personalized, end-to-end wealth transfer service offering at scale.
- Our 1,000+ customers are leaders across the private client services ecosystem — including wealth managers from exclusive multi-family offices through top private banks and trust companies, national tax advisory practices, and law firms among the AM Law 100.
- Founded and led by CEO David Barnard, former Head of Wealth Management at AllianceBernstein, Luminary is backed by 8VC, Fin Capital, Rockefeller Capital, Focus Financial Partners, and several family offices.