Jobs at Luminary (withluminary.com)

Identify and qualify new business opportunities through research and outreach; build relationships with C-level and operational stakeholders; gather customer feedback to refine messaging and value proposition; partner with marketing to create enabling content; manage pipeline to achieve sales goals and accelerate adoption.

Sell Luminary's AI-native wealth transfer platform to high-net-worth advisory firms. Manage full sales cycle from pipeline creation to close, run discovery and demos, build deep multi-stakeholder relationships, communicate customer needs to product and marketing, and drive new customer logos and revenue.

As a Software Engineer, you will drive product development, build intelligent interfaces, collaborate closely with leadership, and iterate rapidly to enhance customer workflows.

Lead firm-specific implementation of AI across product and customer workflows: design prompts, build evals and monitoring, partner with sales and engineering, own post-sale optimization, and create reusable libraries and playbooks to scale AI adoption in wealth transfer and trust planning.

Lead a multidisciplinary product team to define vision, strategy, and KPIs for wealth-management products. Partner with design, engineering, and subject-matter experts; engage customers to discover pain points; own roadmap from inception to launch; and build intuitive, AI-first experiences for RIAs, institutions, attorneys, and ultra-high-net-worth clients.

Manage and grow a book of B2B SaaS customers in wealth transfer: onboard clients, drive engagement and renewals, enable users through training, surface product insights, and partner with product/engineering to support expansions and advocacy.