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Salary: USD 140,000 - 180,000 / annual
Luminary is an AI-native platform transforming wealth transfer services for high-net-worth households. The company converts complex estate planning and ownership documents into structured data assets that power verticalized workflows for tax and wealth transfer advice at scale. With 1,000+ customers including multi-family offices, private banks, trust companies, and law firms, Luminary is backed by 8VC, Fin Capital, Rockefeller Capital, and Focus Financial Partners.
As an Account Executive, you will drive new customer acquisition by developing deep relationships with wealth transfer specialists and executives across private client services firms. You'll own the full sales cycle from pipeline creation through close, leveraging discovery conversations and product demonstrations. Your responsibilities include understanding customer success criteria, distilling marketplace insights for internal teams, and serving as the voice of the customer to R&D and marketing.
The role requires 8-12 years of B2B software sales experience combined with wealth management expertise. You should have a track record of managing $1M+ annual quotas with $50K+ average contract values, and experience navigating complex, multi-stakeholder sales cycles in regulated industries. The ideal candidate is a polished communicator comfortable bringing early adopters to new platforms, operates with high agency and problem-solving orientation, and embodies resilience, empathy, accountability, and low ego.
You'll report to the Head of Revenue and work closely with the CEO and co-founders in a small, nimble team where your impact directly influences business success. The NYC office operates on a hybrid model with most team members in-office 3+ days per week. This is an opportunity to represent a leading-edge vertical AI application defining a new product category and transforming the wealth management industry.
