layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Customer Success Manager
Luminary
New York, United States
Source: Luminary careers · View original posting
- Pay
- $130,000 — $165,000 USD per year
Employer job description
From Luminary's posting. “We” and “our” refer to the employer.
About Luminary
Luminary is an AI-native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic goals.
$90 trillion will pass between generations in the decades ahead, yet more than 70% of high net worth clients report a large gap between the services they expect and what they receive.
Luminary solves this by transforming complex estate planning documents into a structured, proprietary data asset that powers agent-driven workflows for tax and wealth transfer services.
Our customers are leaders across the private client ecosystem — top wealth managers, national tax advisory practices, and law firms among the AM Law 100. Our proprietary data and workflow positions us to rapidly expand from wealth transfer advice into large, adjacent markets including trust administration and estate distribution.