Business Development Rep

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 a Business Development Representative (BDR) at Luminary, you will help grow more than just product revenue—you will 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 C-level executives who possess technical expertise in wealth strategies. This role requires strong communication, pipeline management, and the ability to leverage team assets to achieve sales goals.

You will interact with multiple layers of a customer organization, including executives, end users, and operations staff, acting as the voice of the customer. As a dynamic communicator, you will distill market insights for internal stakeholders. This role offers unmatched upward mobility for high performers with low ego, reporting to our Head of Commercial and working closely with our CEO.

Responsibilities

• Identify and qualify new business opportunities through research, networking, and cold outreach
• Become the face of Luminary to customers and build deep relationships with stakeholders
• Deeply understand customer problems and refine messaging to accelerate the buying process
• Enhance Luminary’s value proposition using customer feedback to address market needs
• Partner with marketing to create content that articulates Luminary’s value to new and existing customers

Qualifications

• 2-5 years of experience, with a mix of software sales and wealth management experience
• Polished communicator with a track record of onboarding early adopters to new platforms
• Experience and comfort working in complex, regulated industries
• High levels of agency, strong problem-solving skills, and action-oriented mindset
• Able to work independently toward objectives and develop strategies to achieve them

Why Join Us

• Rare opportunity to work alongside co-founders and learn from industry and tech leaders with decades of experience
• High-performing team where your work has measurable impact on business success
• Contribute to state-of-the-art, continuously improving go-to-market processes
• Fast-paced environment with constant product innovation and customer feedback

Benefits

• 100% employee health insurance coverage (plus 50% dependent coverage)
• Monthly wellness stipend
• Unlimited PTO
• 401(k) plan
• Parental leave policy

Pay

• Base salary of $80,000–$100,000
• Uncapped commission based on sales performance

Schedule

This role requires working from our NYC office at least 3 days a week.