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About the Role
As an Account Executive 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 end users who have technical expertise in wealth transfer 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.
Responsibilities
- Grow top-line revenue by closing new customer logos
- Drive an end-to-end sales process from pipeline creation to close, leaning heavily into discovery questions and product demos as tools
- Become the face of Luminary to the customer and build deep relationships with stakeholders as a problem solver
- Deeply understand customer success criteria and up-level our current messaging to increase effectiveness and drive buying urgency
- Communicate customer feedback to help our R&D team better 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
- 8-12 years of experience, with a mixture of B2B software sales and wealth management experience
- Had annual quotas of $1m and annual contract values of $50k+
- Experience with complex, multi-stakeholder long sales cycles
- Polished communicator who has a track record of bringing on early adopters to a new platform
- Experience and comfortable 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
- REAL - Resilient, Empathetic, Accountable, and Low-Ego
Skills
- Communication
- Pipeline management
- Leveraging team assets
- Discovery questions
- Product demos
- Problem solving
Location
- NYC office
Work Type
- Hybrid
Experience Level
- 8-12 years
Salary/Compensations
- Base salary range of $140-180k
- OTE range of $280-360k
- Plus meaningful equity
- Uncapped commission
Benefits
- 100% employee health insurance coverage (plus 50% dependent coverage)
- Monthly wellness stipend
- 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.
- As private client investment and banking products have commoditized, these clients are looking for more tax and wealth transfer advice which has previously been impossible to deliver at scale.
- 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.
- Our focus and proprietary data positions us to rapidly expand from a wedge in wealth transfer advice into large, adjacent TAMs including trust administration and estate distribution.
- 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.