Director of Sales - Wealth Management

About Lumida

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We’re on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our differentiated, non-consensus insights, Lumida is reshaping how modern investors build and preserve wealth.

Who You Are

• A seasoned, top-decile sales leader in wealth management or private banking, with a proven ability to close complex, multi-million-dollar relationships
• Highly polished, charismatic, and trusted by HNW and UHNW clients — you know how to navigate sensitive, high-stakes conversations with grace
• A confident presenter with executive presence — comfortable on stage, in high-stakes rooms, or hosting elite events
• Deeply fluent in wealth management, estate planning, and esoteric investments (e.g., private credit, alternatives, collectibles) — and skilled at explaining them in a clear, compelling, and accessible way
• Entrepreneurial and hands-on, energized by building something from the ground up and scaling it alongside a visionary CEO
• A trusted mentor and team builder who elevates others while maintaining exacting standards

What You’ll Be Doing

• Relationship Manager: Our CEO has great business relationships, Your role is to own and grow these relationships, serving as a trusted, credible, and proactive point of contact.
• Lead Strategic Sales & Relationship Growth: Close multi-million-dollar advisory deals. Build trust with sophisticated investors. Drive Lumida’s revenue engine while delivering an elite client experience.
• Travel, Speak, and Represent Lumida: Attend and speak at top-tier wealth conferences, organize private events, and activate leads through in-person relationships. You must be comfortable on stage and in rooms where reputations are earned.
• Host Dinners and Private Summits: Curate and host strategic, high-touch events — roundtables, panels, and exclusive gatherings — to convert and nurture top-tier leads.
• Coach, Manage and Scale the Advisor Team: Recruit, mentor, and elevate a team of advisors aged 30–45 with domain expertise in estate, trust, and tax strategy. Lead performance reviews and enforce Lumida's standards.
• Build the Sales Machine: Design and refine scalable sales and service workflows. Optimize usage of CRM, eMoney, and content engines to deliver consistent, high-impact engagement.
• Ensure Seamless Client Service: Step in during advisor transitions, support top clients directly when needed, and ensure Lumida maintains its high standard of white-glove service.
• Improve Process and Operational Rigor: Collaborate with leadership to identify and implement systems that support scale, compliance, and elite client delivery.

What We’re Looking For

• 5 –7 years of experience in wealth management, financial planning, or private banking
• At least 3 years managing financial advisors or senior client service professionals
• Strong grasp of esoteric investments (e.g., alternatives, collectibles, crypto, private markets), and ability to explain complex ideas simply and persuasively
• Experience closing high-value clients ($5M AUM) and building trust with sophisticated investors
• Proven experience organizing, speaking at, or leading high-touch events and conferences
• Expertise in tax optimization strategies, trust structures, 529 planning, and generational wealth planning
• Experience managing or preparing for hybrid/remote advisor teams
• Strong understanding and background in wealth management

✅ Minimum Qualifications

• Bachelor’s degree in finance, business, or related field
• CFP (prefferable)
• Series 65, or willingness to obtain within 30 days of hire
• Strong command of eMoney, CRMs (e.g., Salesforce or Wealthbox), and financial modeling/reporting tools
• Willingness to travel frequently and act as Lumida’s representative at conferences, client meetings, and hosted events

Why Join Lumida?

🚀 Work directly with a seasoned founder – Gain firsthand insights and mentorship from leadership with deep industry experience.

🌐 Be at the frontier – Join a dynamic, innovative firm at the cutting edge of crypto, wealth tech, and alternative investments.

🔥 Collaborate with talent – Team up with passionate professionals on a mission to transform the future of finance.

📈 Grow with us – Enjoy real opportunities for learning, development, and upward mobility in a fast-scaling company.

💰 Get rewarded – Competitive salary, equity upside, and a comprehensive benefits package.

At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.

Can't wait to have you onboard!