Vice President of Client Services

About Lumida

Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions—public markets, private deals, and alternatives. Our mission is to transform wealth management by combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients—curious, original, and driven to build what doesn’t yet exist. We are venture-backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience.

Lumida is launching the Lumida Invest SuperApp—a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast, newsletter, and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary.

Responsibilities

• Lead and Supervise Advisors
  • Serve as Designated Supervisor under Lumida’s compliance framework.
  • Conduct call monitoring, coaching, and meeting ride-alongs to ensure adherence to fiduciary and firm standards and the client journey framework.
  • Reinforce professionalism, communication quality, and Lumida’s investment philosophy across the advisor team.
  • Partner closely with the Head of Sales, CEO, and Chief Compliance Officer on supervision and documentation.
• Hire, Train, and Develop Talent
  • Develop a formal advisor onboarding and training playbook, including:
    • Firm philosophy and investment framework
    • Product education (public & private markets, digital assets)
    • Professional standards and client communication
    • CRM, DocuSign, and Notion training
  • Deliver recurring training sessions and workshops, ensuring every advisor can clearly articulate Lumida’s “house view.”
• Drive Client Experience Excellence
  • Oversee the client onboarding process to ensure seamless, white-glove experiences.
  • Handle client escalations and support advisors in maintaining trusted relationships.
  • Implement client satisfaction metrics and process improvements.
  • Coordinate lead routing and optimize advisor-client matching for best fit and conversion.
  • Experience in the implementation and onboarding of new CRM.
• Partner for Growth
  • Drive AUM growth through improved advisor productivity and retention.
  • Coach advisors on deepening client relationships and presenting Lumida’s full suite of solutions.
  • Champion the adoption of technology and data tools to scale personalized advice delivery.
• Client Communication & Education
  • Oversee the development and dissemination of client communications regarding investment performance.
  • Manage third-party billing processes and ensure accuracy and transparency.
  • Establish and implement a comprehensive education framework for clients covering tax, health, and longevity planning.
• Key Performance Indicators
  • AUM growth across supervised advisor teams
  • Client retention and satisfaction
  • Advisor compliance health and reduction of operational errors
  • Speed and quality of advisor onboarding and enablement

Requirements

• 7–10+ years in client service or advisor management at a leading RIA (e.g., Fisher Investments, Edelman Financial Engines, Creative Planning, LPL Financial, or equivalent)
• Proven success supervising, coaching, and developing Investment Advisors
• Deep understanding of RIA operations, compliance, and workflows
• Required: Series 65 license; CFP or Series 7 a plus
• Strong command of technology (CRM systems such as Hubspot, DocuSign, digital workflows, familiar with eMoney)
• Exceptional communication, leadership presence, and integrity

Pay

Competitive base salary + performance bonus tied to AUM growth

Benefits

• Long-term specialist management role with growth opportunity

Our Culture

We believe in intellectual honesty, craftsmanship, and continuous improvement. We reward initiative, rigor, and the ability to elevate others.