Business Development Rep

About the role

Join Luminary as a Business Development Representative and help shape the future of private client services. This role focuses on building relationships with C-level executives in wealth management to open new accounts and drive product adoption. You will contribute to a rapidly growing industry and help define how high net worth individuals manage their wealth transfers.

Key facts

What you'll do

• Find and qualify new business opportunities through research, networking, and cold outreach methods.
• Represent Luminary to potential customers and cultivate strong relationships with key decision-makers.
• Gain a deep understanding of customer challenges to refine our messaging and accelerate the sales cycle.
• Improve Luminary's value proposition by incorporating customer feedback to meet market demands.
• Collaborate with the marketing team to develop content that effectively communicates Luminary's value to new and existing clients.

Requirements

• 2-5 years of experience combining software sales and wealth management.
• Demonstrated ability to communicate effectively and a history of successfully onboarding early adopters to new platforms.
• Experience and comfort working within a complex and regulated industry.
• High level of self-direction, strong problem-solving skills, and a results-oriented approach.

Nice to have

• Excitement for working with co-founders and learning from experienced industry and tech leaders.
• Desire to contribute to and improve state-of-the-art go-to-market processes.
• Enjoyment of a fast-paced environment with continuous product releases and customer interaction.

Skills & tools

• Communication
• Pipeline management

Practical notes

• Benefits include 100% employee health insurance coverage (plus 50% dependent coverage), a monthly wellness stipend, unlimited PTO, a 401(k) plan, and parental leave.