{"id":477537,"url":"https://alion.io/job/luminary-fm-account-executive","title":"Account Executive","company":{"id":36997,"name":"Luminary","domain":"luminary.fm","url":"https://alion.io/company/luminary-fm","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":140000,"max":180000,"currency":"USD","period":"year","gross":null,"usd_annual":180000},"salary_estimate":null,"experience_years_min":8,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-24T18:40:10Z","employer_posted_date":"2026-07-24","last_verified_at":"2026-10-21T20:01:19Z","board_verified":true,"closed_at":null,"days_open":89,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":89},"description":"About Luminary\nLuminary is an AI-native system of action for wealth transfer services.\nHigh 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.\nLuminary 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.\nOur 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.\nFounded 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.\nThe Opportunity\nAs 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.\nYou 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.\nCandidates 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.\nThis role offers unmatched upward mobility for low-ego high performers. You will report to the Head of Revenue.\nWhat you'll do\nGrow top-line revenue by closing new customer logos\n\nDrive an end-to-end sales process from pipeline creation to close, leaning heavily into discovery questions and product demos as tools\n\nBecome the face of Luminary to the customer and build deep relationships with stakeholders as a problem solver\n\nDeeply understand customer success criteria and up-level our current messaging to increase effectiveness and drive buying urgency\n\nCommunicate customer feedback to help our R&D team better address market needs\n\nPartner with marketing to create content that can be leveraged to articulate the value of Luminary to new and existing customers\n\nQualities we'd be excited to see in an applicant\nYou have 8-12 years of experience, with a mixture of B2B software sales and wealth management experience\n\nYou've had annual quotas of $1m and annual contract values of $50k+\n\nYou have experience with complex, multi-stakeholder long sales cycles\n\nYou are a polished communicator who has a track record of bringing on early adopters to a new platform\n\nYou have experience and are comfortable working in a complex and regulated industry\n\nYou operate with high levels of agency, excellent problem solver, and action-oriented\n\nYou can be given an objective and independently develop ways to achieve it\n\nYou are REAL - Resilient, Empathetic, Accountable, and Low-Ego\n\nWhy you’ll love working here\nYou will represent a leading edge vertical AI application that is defining a new product category and will transform an industry\n\nYou’ll have a rare opportunity to work alongside our CEO and co-founders to learn from industry and tech leaders with decades of experience\n\nYou’ll be a part of a small and nimble team where your work has measurable impact to the business’ success\n\nYou're excited to be part of a GTM team that works closely together on strategy, developing commercial assets, and execution\n\nYou enjoy a fast-paced environment where we’re constantly shipping new product based on learnings from customers and prospects\n\nBenefits we offer\nWe believe firmly that happy, healthy employees will do their best work.\n100% employee health insurance coverage (plus 50% dependent coverage)\n\nMonthly wellness stipend\n\nPTO\n\n401(k) plan\n\nParental leave policy\n\nNYC office where much of the team works 3+ days a week\n\nCompensation\nBase salary range of $140-180k with an OTE range of $280-360k, plus meaningful equity.\n\nUncapped commission - you will be eligible to earn unlimited commission based on sales performance.\n\nActual compensation package is dependent upon many factors such as experience and skillset.","description_format":"text","description_chars":5146,"description_truncated":false,"requirements":{"experience_years_min":8,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Health insurance","Insurance coverage","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-06T15:23:40Z"}],"visa":[],"liveness":{"score":13,"band":"cold","label":"Long shot","p_open":1,"p_active":0.476,"p_room":0.28,"age_days":88,"expected_fill_days":27,"reasons":["conf:0","win:tail","crowd:"],"computed_at":"2026-10-21T05:46:15Z"},"pay":{"stated_usd_annual":180000,"is_top_pay":true},"html_url":"https://alion.io/job/luminary-fm-account-executive","json_url":"https://alion.io/job/luminary-fm-account-executive.json","meta":{"generated_at":"2026-10-21T23:25:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":33333,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":36997},"rest":"https://alion.io/mcp/rest/get_company?id=36997"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fluminary-fm-account-executive"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fluminary-fm-account-executive"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fluminary-fm-account-executive"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/luminary-fm-account-executive\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fluminary-fm-account-executive"}]}