WealthTech BDR — Private Client Growth

Luminary; New York (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Wellness stipend

Unlimited PTO

401(k) plan

Parental leave policy

Job summary

Luminary is hiring a Business Development Representative (BDR) in New York City. You will grow product revenue by opening new accounts and building relationships with C-level executives who have technical wealth strategies expertise.

You’ll need to communicate effectively, manage the pipeline, and leverage team assets to hit sales goals. This role offers upward mobility in a matrix structure reporting to Head of Commercial and close collaboration with the CEO.

Qualifications

• 2–5 years of experience, mix of software sales and wealth management.
• Polished communicator with track record of bringing on early adopters to a new platform.
• Experience and comfort in a complex and regulated industry.
• High agency, excellent problem solver, action-oriented with ability to work independently.

Responsibilities

• Identify and qualify new business opportunities through research, networking, and cold outreach.
• Become the face of Luminary to the customer and build deep relationships with stakeholders.
• Deeply understand customer problems and up-level messaging to accelerate the buying process.
• Enhance Luminary’s value proposition using customer feedback to address market needs.
• Partner with marketing to create content that articulates Luminary's value to customers.

Skills

Sales experience

Wealth management

Communication

Regulated industry

Job description

Luminary is hiring a Business Development Representative (BDR) in New York City. You will grow product revenue by opening new accounts and building relationships with C-level executives who have technical wealth strategies expertise.

You’ll need to communicate effectively, manage the pipeline, and leverage team assets to hit sales goals. This role offers upward mobility in a matrix structure reporting to Head of Commercial and close collaboration with the CEO.