---
title: 'Account Executive at Luminary'
canonical: 'https://feeny.ai/job/account-executive-luminary-new-york-jhyyzannja97'
type: 'job'
last_seen: '2026-09-14'
---

# Account Executive at Luminary

- **Company:** Luminary
- **Location:** New York, NY
- **Compensation:** $140k–$180k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-24
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.ashbyhq.com/luminary/c917706c-b710-4ca5-96c6-12755e09138a

## Job description

## About Luminary

Luminary is an 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 an Account Executive at Luminary, you will be growing much more than product revenue. You will be laying the foundation a nascent industry that will define the future of private client services. You will open new customer accounts by developing deep and trusting relationships with end users who have technical expertise in wealth transfer strategies. In doing so, you will build on the momentum we are seeing in response to our product. Achieving sales goals will require strong skills in communication, pipeline management, and leveraging team assets. Candidates must be excited by the prospect of interacting with multiple layers of a customer organization, including executives, end users of the product, and operations staff. You will act as the voice of the customer and will need to be a dynamic communicator who can distill marketplace insights to internal stakeholders. This role offers unmatched upward mobility for low-ego high performers. You will report to the Head of Revenue.

## What you'll do

- Grow top-line revenue by closing new customer logos
- Drive an end-to-end sales process from pipeline creation to close, leaning heavily into discovery questions and product demos as tools
- Become the face of Luminary to the customer and build deep relationships with stakeholders as a problem solver
- Deeply understand customer success criteria and up-level our current messaging to increase effectiveness and drive buying urgency
- Communicate customer feedback to help our R&D team better address market needs
- Partner with marketing to create content that can be leveraged to articulate the value of Luminary to new and existing customers

Qualities we'd be excited to see in an applicant

- You have 8-12 years of experience, with a mixture of B2B software sales and wealth management experience
- You've had annual quotas of $1m and annual contract values of $50k+
- You have experience with complex, multi-stakeholder long sales cycles
- You are a polished communicator who has a track record of bringing on early adopters to a new platform
- You have experience and are comfortable working in a complex and regulated industry
- You operate with high levels of agency, excellent problem solver, and action-oriented
- You can be given an objective and independently develop ways to achieve it
- You are REAL - Resilient, Empathetic, Accountable, and Low-Ego

## Why you’ll love working here

- You will represent a leading edge vertical AI application that is defining a new product category and will transform an industry
- You’ll have a rare opportunity to work alongside our CEO and co-founders 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 a GTM team that works closely together on strategy, developing commercial assets, and execution
- You enjoy a fast-paced environment where we’re constantly shipping new product based on learnings from customers and prospects

## Benefits we offer

We believe firmly that happy, healthy employees will do their best work.

- 👩🏻‍⚕️ 100% employee health insurance coverage (plus 50% dependent coverage)
- 🧘🏽‍♀️ Monthly wellness stipend
- 🏖️ PTO
- 🛥️ 401(k) plan
- 🍼 Parental leave policy
- 🏢 NYC office where much of the team works 3+ days a week

## Compensation

- Base salary range of $140-180k with an OTE range of $280-360k, plus meaningful equity.
- Uncapped commission - you will be eligible to earn unlimited commission based on sales performance.
- Actual compensation package is dependent upon many factors such as experience and skillset.

## About Luminary

## Company Overview
- **One-liner**: Luminary provides domain-specific AI software for wealth transfer and estate planning, enabling advisors to digitize trust documents, model scenarios, and collaborate in one platform.
- **Entity Type**: Private (Seed/Venture stage; total funding $9.5M)
- **Headquarters**: New York, New York, USA
- **Founded**: 2022
- **Founders**: David Barnard (CEO) and Joe Lonsdale (Chair)

## Core Business
- **Primary industry/industries**: Fintech, wealth management technology, legal tech, AI for estate planning
- **Target customers**: B2B – wealth advisors, family offices, trust companies, estate planning attorneys, CPAs, and enterprise financial institutions
- **Mission or purpose**: “Powering the meaning in money” – to help customers unlock the value in their clients’ wealth transfer goals through transparent, efficient, and AI-driven planning tools

## Products & Services
- **Luminary AI**: An AI co-pilot that ingests trust and estate documents, extracts structured data with over 90% accuracy, and generates summaries, structured records, and dynamic modeling.
- **Estate Plan Visualization**: Dynamic waterfalls and flowcharts that map beneficiary outcomes and asset distribution, with scenario comparisons.
- **Tax & Exemption Modeling**: Automated state and federal estate tax calculations, growth and longevity projections, and tax alpha tracking.
- **Collaboration Platform**: Role-based permissions and integrations with portfolio reporting software, enabling advisors, attorneys, and tax professionals to work from a single source of truth.
- **Enterprise Security**: SOC 2 Type II certified, AES 256-bit encryption, regular penetration testing.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total Funding $9.5M (as of April 2024); Annual Revenue ~$130K (early stage per LinkedIn estimates)
- **Notable Investors/Partners**: 8VC, Rockefeller Capital Management, and other family offices; leadership includes Joe Lonsdale (co-founder of Palantir and Addepar)
- **Growth Signals**: Headcount growth of ~30% year-over-year (24 employees as of mid-2025); SOC 2 Type II certification; multiple job postings for product and engineering roles; “trusted by industry leaders” according to website

## Competitive Advantages
- **Domain-specific AI fine-tuned for complex estate planning documents** – proprietary algorithms and human-in-the-loop interfaces achieve >90% extraction accuracy.
- **End-to-end workflow** – from document digitization to scenario modeling to collaboration, replacing fragmented manual processes.
- **Security and compliance** – enterprise-grade SOC 2 Type II certified, built for regulated financial institutions.
- **Founder expertise** – CEO David Barnard led $100B+ in wealth assets at AllianceBernstein; Chair Joe Lonsdale is a serial entrepreneur in fintech and data analytics.

## Strategic Focus
- **Scaling AI capabilities** – continue refining document intelligence and expanding automated modeling features.
- **Deepening enterprise integrations** – with CRM, portfolio, and compliance systems to embed Luminary into advisor workflows.
- **Expanding into family offices and professional services** – targeting multi-generational wealth transfer and institutional advisory firms.
- **Product-led growth** – reducing client case preparation time by up to 80% and enabling advisors to serve more clients with less effort.

## Why Work Here
- **Mission-driven impact** – directly shape how trillions in wealth are transferred efficiently and transparently.
- **Hybrid workspace** – HQ in New York, NY; employees work a combination of remote and on-site (in-office expectations likely from job postings).
- **Early-stage agility** – small team (~24 people) with 13 in product + tech; opportunity to own significant projects and influence product direction.
- **Culture values** – “Be REAL” (Resilient, Empathetic, Accountable, Low-ego), “Sprint towards discovery,” and “Go further together.”
- **Perks** – competitive compensation, equity, and the chance to work with an experienced leadership team and top-tier investors.

## Sources
1. [withluminary.com - Company page](https://www.withluminary.com/company)
2. [withluminary.com - Homepage](https://www.withluminary.com/)
3. [builtin.com - Luminary company overview](https://builtin.com/company/luminary)
4. [LinkedIn - Luminary company page](https://www.linkedin.com/company/withluminary)

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