Account Executive, WealthTech AI — High-Impact, Equity

Luminary; New York (NY); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Wellness stipend

PTO

401(k) plan

Parental leave

NYC office

Job summary

Luminary is seeking an Account Executive in New York to grow revenue by closing new customer logos and managing a full sales cycle. You will build trust with executives and product users, distill market insights for internal teams, and help shape Luminary’s early-stage market strategy.

You will report to the Head of Revenue and be part of a small, high-performance GTM team driving adoption of an AI-native wealth transfer platform.

Qualifications

• 8–12 years of B2B software sales experience, with wealth management exposure.
• Annual quotas of $1M and annual contract values of $50k+.
• Experience with complex, multi-stakeholder sales cycles.
• Polished communicator with a track record of onboarding early adopters to a new platform.
• Comfortable operating in a complex, regulated industry.
• High ownership, problem-solving ability and action orientation.
• Able to work autonomously toward defined objectives.

Responsibilities

• Grow top-line revenue by closing new customer logos.
• Lead end-to-end sales process from pipeline creation to close, with discovery and product demos.
• Represent Luminary to customers and build relationships with stakeholders as a problem solver.
• Refine messaging based on customer success criteria to drive urgency and buy-in.
• Relay customer feedback to R&D to address market needs.
• Collaborate with marketing to create materials that demonstrate Luminary’s value.

Skills

Enterprise sales

Multi-stakeholder selling

Pipeline management

Product demos

Wealth management experience

Negotiation

Client relationship building

Independent problem solver

Job description

Luminary is seeking an Account Executive in New York to grow revenue by closing new customer logos and managing a full sales cycle. You will build trust with executives and product users, distill market insights for internal teams, and help shape Luminary’s early-stage market strategy.

You will report to the Head of Revenue and be part of a small, high-performance GTM team driving adoption of an AI-native wealth transfer platform.