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You will drive the end-to-end sales process to grow top-line revenue by closing new customer logos. Additionally, you will act as the voice of the customer to internal stakeholders while building deep relationships with key decision-makers.
Candidates must have 8-12 years of experience with a blend of B2B software sales and wealth management expertise. You should have a proven track record of managing complex, multi-stakeholder sales cycles with high annual contract values.
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.
As an Account Executive at Luminary, you will be growing much more than product revenue. You will be laying the foundation 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. In doing so, you will build on the momentum we are seeing in response to our product. Achieving sales goals will require strong skills in communication, pipeline management, and leveraging team assets.
Candidates must be excited by the prospect of interacting with multiple layers of a customer organization, including executives, end users of the product, and operations staff. You will act as the voice of the customer and will need to be a dynamic communicator who can distill marketplace insights to internal stakeholders.
This role offers unmatched upward mobility for low-ego high performers. You will report to the Head of Revenue.
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
You have 8-12 years of experience, with a mixture of B2B software sales and wealth management experience
You've had annual quotas of $1m and annual contract values of $50k+
You have experience with complex, multi-stakeholder long sales cycles
You are a polished communicator who has a track record of bringing on early adopters to a new platform
You have experience and are comfortable working in a complex and regulated industry
You operate with high levels of agency, excellent problem solver, and action-oriented
You can be given an objective and independently develop ways to achieve it
You are REAL - Resilient, Empathetic, Accountable, and Low-Ego
You will represent a leading edge vertical AI application that is defining a new product category and will transform an industry
You’ll have a rare opportunity to work alongside our CEO and co-founders to learn from industry and tech leaders with decades of experience
You’ll be a part of a small and nimble team where your work has measurable impact to the business’ success
You're excited to be part of a GTM team that works closely together on strategy, developing commercial assets, and execution
You enjoy a fast-paced environment where we’re constantly shipping new product based on learnings from customers and prospects
We believe firmly that happy, healthy employees will do their best work.
👩🏻⚕️ 100% employee health insurance coverage (plus 50% dependent coverage)
🧘🏽♀️ Monthly wellness stipend
🏖️ PTO
🛥️ 401(k) plan
🍼 Parental leave policy
🏢 NYC office where much of the team works 3+ days a week
Compensation
Base salary range of $140-180k with an OTE range of $280-360k, plus meaningful equity.
Uncapped commission - you will be eligible to earn unlimited commission based on sales performance.
Actual compensation package is dependent upon many factors such as experience and skillset.
Visualize and manage trust & estate strategies on one platform
Luminary is domain-specific AI for wealth transfer services. Adopted by leading wealth managers, attorneys, CPAs, and trust companies, Luminary AI transforms static estate and ownership documents into dynamic data that powers client-ready visualizations, wealth transfer scenario modeling, tax alpha tracking, and secure collaboration. Advisors to high-net-worth clients rely on Luminary to scale wealth transfer insights and advice as an on-going client deliverable with document intelligence, beneficiary outcome and tax modeling, exemption tracking, and multi-party workflow coordination. We create efficiency that drives competitive differentiation and organic growth.
Offices: New York, NY, US
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