About Luminary
Luminary powers how advisors connect their client’s financial assets with generational gifting and philanthropic giving goals.
Some $90 trillion will pass between generations in the decades ahead – and high net worth asset owners say they want their advisors to lead them through this process. However, more than 70% of these clients feel there is a large gap between the services they expect and what they are receiving.
At the heart of this disconnect is the lack of integrated technology systems – making delivery of wealth transfer advice and services costly and cumbersome. Luminary’s collaboration platform brings together wealth, legal, and tax advisors to help them deliver a delightful end to end experience to their clients.
Luminary was founded in 2022 and count many of the largest wealth managers, law firms, accounting firms and trust companies in the country as customers. We are backed by leading venture capital investors, prominent wealth management firms, and several family offices.
The Opportunity
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 & designers and will report directly to Luminary’s Chief Product Officer.
We’re looking for someone who is a true problem-solver at heart and has a strong desire to dive into an industry with huge problems and opportunities in an effort to drive transformational change. You are extremely customer-focused, process and detail-driven, and love bringing simplicity to technically complex problems. You thrive in a fast-paced and results-oriented environment and are willing to take risks and experience failure along the way. You are design-oriented, think in terms of KPIs, and enjoy learning about and applying new technologies to solve customer problems in a user-centric way.
What you'll do
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 our 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 our internal subject matter experts and advisory board to define detailed specifications for new product features
Create and own your team’s success metrics
Qualities we'd be excited to see in an applicant:
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
Approach decision making with a data-informed mindset, with the ability to gather both qualitative and quantitative data, emerge with insights, and come to well-reasoned conclusions
Keen communication and writing ability necessary to work collaboratively across functions (product, design, engineering, sales, customer success, marketing)
Outstanding UX/UI sensibilities
Technical fluency that enables you to creatively explore possibilities and challenge constraints with engineering, with demonstrated ability to earn the respect of talented engineers
An enthusiasm for building AI-first products and experiences
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
🏖️ Unlimited PTO
🛥️ 401(k) plan
🍼 Parental leave policy
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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