Luminary

Luminary powers how wealth advisors connect their client’s financial assets with generational gifting and philanthropic giving goals.

Some $80 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 systems – making delivery of trust & estate advice costly and cumbersome. Luminary’s data and collaboration platform brings together wealth, legal, and tax advisors to deliver a superior client planning experience, at scale.

Luminary’s founding team has deep experience in this space, and in building successful software businesses. Our team has experience driving innovation at industry leading companies including AllianceBernstein, Blend, ChanZuckerberg, Peloton, Goldman Sachs, etc.

Luminary is backed by leading venture capital investors, prominent wealth management firms, and several family offices. We’re supported by a group of esteemed advisors who are active in the trust & estate industry.

The Opportunity

As the first marketing hire, you will play a pivotal role as a generalist in a rapidly growing startup. You will partner with our founding team to develop and execute our marketing strategy.

Candidates should be excited by the prospect of interacting with multiple layers of a customer’s organization including executives, end users of the product, and operations staff. You will help us refine our market positioning and messaging. You will need to be a strong communicator who can distill market insights to internal stakeholders.

This role offers significant growth opportunities for high performers. You will be part of a matrix structure reporting to our Head of Commercial, and working intimately with our CEO.

What you’ll do

Overall, you will be responsible for driving growth across key pipeline metrics and optimizing campaigns against targets. Below are some of the activities you may be involved in:

• Sales Enablement: Collaborate with our Sales, and Customer Success leaders to effectively communicate product value
• Content: Create and execute a robust content strategy that can be atomized across multiple channels to drive awareness and interest
• GTM:Partner with Product and Design teams to develop GTM plans to support product launches and enhancements
• Email: Build drip campaigns to help customers and prospects understand new features and capabilities in Luminary
• Events: Develop an effective events strategy that establishes a strong brand presence and builds community among it’s target customer base

Qualities we’d be excited to see in an applicant:

• 4-7 years of work experience
• 2+ years of experience in product marketing or content marketing
• 2+ years of B2B SaaS marketing experience, preferably within financial services
• Exceptional communication skills, both written and verbal, with the ability to craft compelling copy
• Strong analytical skills, with the ability to interpret data and market trends
• Experience with Hubspot, Google Suite, and Figma
• Plus for experience in SEO and growth marketing

Why you’ll love working here…

• You’ll have a rare opportunity to work alongside our CEO, and cofounders to learn from industry and tech leaders with decades of experience
• You’ll be a part of a small and nimble team where your work has measurable impact to the business’ success
• You’re excited to be part of laying down the foundational work that will define the future of our GTM function
• You enjoy a fast-paced environment where we’re constantly shipping new product, and learning from customers and prospects

Benefits we offer

We’re a very young company, but we believe firmly that happy, healthy employees will do their best work.

• 👩🏻‍⚕️ 100% employee health insurance coverage (plus 50% dependent coverage)
• 🧘🏽‍♀️ Monthly wellness stipend
• 📚 Learning & Development stipend
• 🏖️ Flexible PTO
• 🛥️ 401(k) plan
• 🍼 Parental leave policy

Compensation

• You will need to work from our NYC office 2-3 days a week
• Base salary range of $110-150k, plus meaningful equity
• Actual compensation package is dependent upon many factors such as experience, and skillset