About Luminary
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 that was built for the mass market. As private client investment and banking products have commoditized, these clients are looking for more tax and wealth transfer advice which has previously been impossible to deliver at scale.
Luminary solves this problem 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 is the core infrastructure that enables our customers to deliver a highly personalized, end-to-end wealth transfer service offering at scale.
Our 1,000+ customers are leaders across the private client services ecosystem — including wealth managers from exclusive multi-family offices through top private banks and trust companies, national tax advisory practices, and law firms among the AM Law 100. Our focus and proprietary data positions us to rapidly expand from a wedge in wealth transfer advice into large, adjacent TAMs 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.
The Opportunity
As Product Lead for our Product Experience Platform team, you’ll own the foundational product capabilities that make Luminary easier to adopt, integrate, and operate at scale.
Your scope includes client intake, documents and household data, Luminary Assistant infrastructure and platform components, integrations and developer capabilities, and enterprise product requirements like users, teams, permissions, access controls, auditability, and configuration.
This is a highly cross-functional role spanning product experience, AI, data, APIs, and enterprise software. You’ll build shared capabilities that power experiences across Luminary, partnering closely with other product teams that build on top of them.
What you'll do
Own the end-to-end experience for client intake, documents, and household data, including onboarding, AI-assisted review, and the core experiences for managing people, entities, assets, beneficiaries, and related data.
Build the shared platform for the Luminary Assistant, including common interaction patterns, context and data access, extensibility, and reusable AI capabilities.
Own integrations and developer capabilities, including first-class integrations, Luminary APIs, MCP, and other ways to move data into and out of Luminary.
Own enterprise product capabilities such as organizations, users and teams, permissions, access controls, auditability, and configuration.
Partner closely with Design and Engineering to turn complex systems into simple, intuitive product experiences.
Define the strategy, roadmap, and success metrics for your area.
Qualities we'd be excited to see in an applicant:
8+ years of product management experience, ideally in B2B, fintech, enterprise, or data-intensive software.
Experience owning horizontal or platform-like product capabilities used across multiple workflows or teams.
Strong product instincts across both user-facing experiences and underlying systems, including APIs, data models, permissions, and system boundaries.
Experience building enterprise products involving integrations, complex data, administrative controls, or configurable workflows.
Strong instincts for AI-native product design, especially where AI transforms unstructured information into structured data or powers shared product capabilities.
Excellent product judgment, communication skills, UX instincts, and technical fluency.
Ability to balance shared platform needs with the requirements of individual product teams.
Why you’ll love working here…
You’ll have a rare opportunity to work alongside our CPO, CEO and CTO and learn from industry and tech leaders with decades of experience who have built and run multiple billion dollar+ companies
You’ll be a part of a small and nimble team where your work has measurable impact to the business’s success
You're excited to assume a critical role in building foundational product that will define the future of our business
You enjoy a fast-paced environment where we’re constantly shipping new product, and learning from customers and prospects
We earnestly believe that Luminary represents a one-of-a-kind opportunity to have massive impact at profitable scale —and to have a ton of fun along the way.
Benefits we offer
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
Compensation
Compensation will depend upon many factors, including relevant experience. The base salary range for this role is $200k-$250k, plus equity.
At this time, Luminary is unable to sponsor employment visas or provide immigration support.
Skills Required
- 6+ years of product management experience
- Experience owning a significant product roadmap from strategic inception to launch for a complex multi-product platform
- Data-informed decision making; gather qualitative and quantitative data and derive insights
- Strong communication and writing ability to collaborate across functions
- Outstanding UX/UI sensibilities
- Technical fluency to explore possibilities and work effectively with engineering
- Experience interacting directly with customers and users to unearth pain points and product opportunities
- Experience in fintech
- Enthusiasm for building AI-first products and experiences
What We Do
More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process Luminary is a data and collaboration platform purpose built for trust & estate services. Our software digitizes information otherwise trapped in original documents, and connects it with applications for visualization, what-if analysis, tax value creation tracking, and custom reporting. We also enable third-parties to work seamlessly in service of a shared client. Luminary’s customers are leaders in the delivery of trust & estate outcomes for complex clients, including wealth managers, professional services practices, and family offices. Luminary is founded by David Barnard (CEO), former Head of Private Wealth at AllianceBernstein, and Joe Lonsdale (Chair), managing partner at 8VC and co-founder of Addepar and Palantir, among other companies. We are backed by leading venture capital investors, prominent wealth management firms, as well as several family offices.
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