Account Executive

About the Company

Luminary is an 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 built for the mass market. As private client investment and banking products have commoditized, these clients seek more tax and wealth transfer advice, previously impossible to deliver at scale. Luminary solves this 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 serves as the core infrastructure enabling highly personalized, end-to-end wealth transfer service offerings at scale. Our 1,000+ customers include leaders across the private client services ecosystem—wealth managers from exclusive multi-family offices, top private banks, trust companies, national tax advisory practices, and AM Law 100 law firms. Our focus and proprietary data position us to expand rapidly into adjacent markets, 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.

About the Role

As an Account Executive at Luminary, you will grow more than product revenue—you will help lay the foundation for a nascent industry defining the future of private client services. You will open new customer accounts by developing deep, trusting relationships with end users who have technical expertise in wealth transfer strategies. This role requires strong communication, pipeline management, and the ability to leverage team assets while interacting with multiple layers of a customer organization, including executives, end users, and operations staff.

You will act as the voice of the customer, distilling marketplace insights for internal stakeholders. This role offers unmatched upward mobility for low-ego, high performers and reports to the Head of Revenue.

Responsibilities

• Grow top-line revenue by closing new customer logos
• Drive an end-to-end sales process from pipeline creation to close, using discovery questions and product demos as key tools
• Become the face of Luminary to customers, building deep relationships with stakeholders as a problem solver
• Deeply understand customer success criteria and refine messaging to increase effectiveness and drive buying urgency
• Communicate customer feedback to help the R&D team address market needs
• Partner with marketing to create content articulating Luminary’s value to new and existing customers

Qualifications

• 8-12 years of experience, with a mix of B2B software sales and wealth management
• Experience with annual quotas of $1M+ and annual contract values of $50K+
• Experience with complex, multi-stakeholder, long sales cycles
• Polished communicator with a track record of onboarding early adopters to new platforms
• Comfortable working in a complex and regulated industry
• High levels of agency, excellent problem-solving skills, and action-oriented mindset
• Able to independently develop strategies to achieve objectives
• Embody REAL values: Resilient, Empathetic, Accountable, and Low-Ego

Why Join Us

• Represent a leading-edge vertical AI application defining a new product category and transforming an industry
• Work alongside the CEO and co-founders, learning from industry and tech leaders with decades of experience
• Be part of a small, nimble team where your work has measurable impact on business success
• Collaborate with a GTM team on strategy, commercial assets, and execution
• Thrive in a fast-paced environment where new product is constantly shipped based on customer and prospect feedback

Benefits

• 100% employee health insurance coverage (plus 50% dependent coverage)
• Monthly wellness stipend
• Paid time off (PTO)
• 401(k) plan
• Parental leave policy
• NYC office where much of the team works 3+ days a week

Pay

Base salary range of $140–180K with an OTE range of $280–360K, plus meaningful equity. Uncapped commission based on sales performance. Actual compensation depends on experience and skillset.