layiq
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
Loading LAYIQ…Job opportunity
Luminary
Remote/Hybrid; New York, United States
Source: Luminary careers · View original posting
From Luminary's posting. “We” and “our” refer to the employer.
Luminary is the 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.
The Opportunity
As Product Lead for our Product Experience Platform team, you’ll own the foundational product capabilities that make Luminary easier to adopt, integrate, and operate at scale.
Your scope includes client intake, documents and household data, Luminary Assistant infrastructure and platform components, integrations and developer capabilities, and enterprise product requirements like users, teams, permissions, access controls, auditability, and configuration.
This is a highly cross-functional role spanning product experience, AI, data, APIs, and enterprise software. You’ll build shared capabilities that power experiences across Luminary, partnering closely with other product teams that build on top of them.
Compensation
Compensation will depend upon many factors, including relevant experience. The base salary range for this role is $200k-$250k, plus equity.
At this time, Luminary is unable to sponsor employment visas or provide immigration support.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
Employer posted: