Business Operations

About Luminary

Luminary powers how advisors connect their client’s financial assets with generational gifting and philanthropic giving goals.

Some $80 trillion will pass between generations in the decades ahead. And high net worth asset owners say they want their advisors to lead them through this process. Today, however, these same clients report a 70% gap between the services they expect and what they are receiving.

At the heart of this disconnect is the lack of integrated systems – making delivery of trust & estate advice costly and cumbersome. Luminary’s collaboration platform brings together wealth, legal, and tax advisors to scale complex workflows and enable holistic strategy transparency. We’re building the foundation for the next generation of advisor services, and helping more people unlock meaning in their money.

Luminary’s founding team has deep experience in this space, and in building successful software businesses. Our backgrounds include AllianceBernstein, Blend, Origin, ChanZuckerberg, Peloton, Compass, Databricks, and Goldman Sachs. Learn more about our team & culture here.

We are backed by leading venture capital investors, prominent wealth management firms, and several family offices. And we’re supported by a group of esteemed advisors who are active across the trust & estate industry.

About You

We’re looking for someone who is a true problem-solver at heart and gets excited about tackling new, unresolved challenges. In this role, you will be working closely with our Chief of Staff and CEO to support our team across multiple areas of the business. From go-to-market strategy and execution, sales cycle management, and operational projects.

You are extremely customer-focused, process and detail-driven, and pragmatic. You're someone who is autonomous yet highly collaborative. Others have described you as self-motivated, and action-oriented. Our core values resonate with you.

What you'll do:

You'll have an opportunity to touch every facet of the business and this is a sample of the type of work you may touch on:

• Support the development and execution of our GTM strategy and marketing assets

• Building materials for investor and board meetings

• Partner closely with our design and engineering teams and share customer feedback to inform future product development

• Support our team with preparing materials and due diligence for prospective client meetings, and follow-ups 

• Support general operations of the business including finance, people, and sales ops 

Why you’ll love working here…

• You have an entrepreneurial spirit and want firsthand experience in all the various pieces involved in running a business

• You’ll have a rare opportunity to work alongside our founders and learn from leaders with decades of experience

• You’ll be a part of a small and nimble team where your work has real impact to the business’ success 

• You enjoy a fast-paced environment where we’re constantly shipping, and learning

What you bring:

• You have 2-3 years of professional working experience

• You have prior experience in startups, consulting, operations, strategy, or marketing

• You have a demonstrated track record of achievement in fast-paced entrepreneurial work environments

• You have excellent communication skills - both written and verbal

• You are comfortable working with numbers and can build models

• You can built playbooks and can develop new frameworks to solve problems

• Past experience working in financial services or the wealth management industry is a plus but not required

Benefits we offer

We’re a very young company, but we believe firmly that happy, healthy employees will do their best work.

• 👩🏻‍⚕️ 100% employee health insurance coverage for Medical, Dental, and Vision (plus 50% dependent coverage). HSA matching and FSA plans.

• 🧘🏽‍♀️ Monthly wellness stipend

• 🏖️ Unlimited PTO

• 🛥️ 401(k) plan through Guideline

• 🍼 12 weeks of paid parental leave

Compensation

• This is a hybrid role. You will need to work from our NYC office, 2-3 days a week.

• Base salary range of $80-110k, plus meaningful equity.

• Actual compensation package is dependent