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Salary: USD 80,000 - 100,000 / 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 agent-driven workflows for tax and wealth transfer advice at scale. With 1,000+ customers including multi-family offices, private banks, trust companies, and top law firms, Luminary is expanding from wealth transfer advice into trust administration and estate distribution.
As a Business Development Representative, you will identify and qualify new business opportunities through research, networking, and cold outreach to C-level executives in wealth management. You'll become the face of Luminary to customers, building deep relationships across multiple organizational layers—executives, product end-users, and operations staff. Your responsibilities include understanding customer problems, refining messaging to accelerate buying cycles, and partnering with marketing to create content that articulates Luminary's value proposition.
You'll act as the voice of the customer, distilling market insights for internal stakeholders and enhancing the company's value proposition based on feedback. This role offers significant upward mobility for high performers within a matrix structure reporting to the Head of Commercial and working closely with the CEO.
Ideal candidates have 2–5 years of experience blending software sales with wealth management expertise. You should be a polished communicator comfortable with complex, regulated industries, capable of bringing on early adopters to new platforms. You operate with high agency, solve problems independently, and are action-oriented—given an objective, you develop and execute strategies to achieve it. You thrive in fast-paced environments where product ships continuously and learning from customers drives iteration.
