Product Lead
Luminary is the 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, enabling highly personalized, end-to-end wealth transfer service offerings at scale.
Our 1,000+ customers are leaders across the private client services ecosystem—including 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 Product Lead at Luminary, you will lead a multidisciplinary team to create industry-leading products that power the future of wealth management. You will join a talented group of product managers and designers, reporting directly to Luminary’s Chief Product Officer. We seek a true problem-solver with a strong desire to dive into an industry with significant challenges and opportunities, driving transformational change. You are customer-focused, process-driven, and thrive in a fast-paced, results-oriented environment, embracing risk and learning from failure. You think in terms of KPIs, enjoy simplifying complex problems, and are design-oriented with a user-centric approach.
Responsibilities
- Work directly with our CPO and executive team to define the vision and strategy for your area of the product and business
- Deeply understand our customers (RIAs and institutional wealth management firms), their clients (ultra high net worth individuals), and their workflows
- Partner closely with design and engineering teams to build intuitive and delightful products for wealth managers, attorneys, and asset owners
- Interact directly with customers and users to unearth pain points and discover new product opportunities
- Work closely with internal subject matter experts and advisory board to define detailed specifications for new product features
- Create and own your team’s success metrics
Qualifications
- 6+ years of product management experience, ideally in fintech
- Experience owning a significant product roadmap from strategic inception to launch, ideally for a complex multi-product platform
- Data-informed decision-making ability, gathering both qualitative and quantitative data to derive insights and reach well-reasoned conclusions
- Strong communication and writing skills to collaborate across functions (product, design, engineering, sales, customer success, marketing)
- Outstanding UX/UI sensibilities
- Technical fluency to creatively explore possibilities and challenge constraints with engineering, earning the respect of talented engineers
- Enthusiasm for building AI-first products and experiences
Benefits
- 100% employee health insurance coverage (plus 50% dependent coverage)
- Monthly wellness stipend
- 20 days per year of PTO, plus holidays
- NYC office near Bryant Park
- 401(k) plan
- Parental leave policy
Pay
Compensation will depend on relevant experience. The base salary range for this role is $180k–$230k, plus meaningful equity.
At this time, Luminary is unable to sponsor employment visas or provide immigration support.