Job Description

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

• You are a strategic executor —equally comfortable building financial models, designing CRM tools, and coaching team members to hit peak performance.
• You have a consultant’s mindset and an operator’s discipline , thriving in high-speed, high-accountability environments.
• You are highly organized, judgment-driven, and hands-on , with a bias for action and a love for solving complex, cross-functional problems.
• You combine analytical rigor with clear communication and possess a strong desire to contribute directly to growth and operational excellence.
• You are competitive, adaptable, and coachable , with the ability to absorb new frameworks quickly.
• You take pride in elevating internal operations, client service standards, and team execution .

What You’ll Be Doing

🔧 CRM Development (High Priority)

• Design, build, and maintain Lumida’s internal CRM in Airtable , customized to track Investment Policy Statements and client journeys.
• Own CRM architecture, data integrity, and reporting frameworks to ensure firm-wide alignment and usability.

📊 Financial Planning & Analysis (High Priority)

• Lead budgeting, forecasting, and financial modeling to drive executive decision-making.
• Deliver strategic insights and performance dashboards to monitor firm growth and profitability.

✅ Compliance Oversight

• Manage compliance operations in partnership with an external vendor.
• Supervise the Designated Representative (DR) and maintain Form ADV and other regulatory documentation.
• Learn and manage the compliance framework (no prior FINRA experience required).

💼 Sales Operations

• Oversee the sales pipeline , ensuring accurate CRM integration and deal flow tracking.
• Support the CEO and revenue team by optimizing pipeline reporting, outreach automation, and funnel analytics.

🧠 Client Service Quality & Coaching

• Spot-check client and prospect interactions for quality assurance and standard adherence.
• Coach and train team members to improve call quality and deepen client engagement.

📈 Marketing Oversight

• Monitor content marketing metrics and campaign ROI.
• Provide data-backed guidance to refine positioning, messaging, and conversion funnels.

🧩 Tax & SPV Coordination

• Manage K1 collection, tax filings , and SPV documentation.
• Serve as internal lead on coordination with tax vendors and fund administrators.

📅 Internal Coordination

• Manage the company calendar , aligning meetings, deadlines, and planning cadences.
• Lead weekly staff meetings and 1:1s with team members to drive focus and alignment.
• Draft and distribute regular investor updates on operations and performance.

📣 Talent Acquisition

• Own select recruiting workflows including candidate interviews and assessments.
• Help build a high-performance team aligned with Lumida’s vision and values.

What We’re Looking For

• A hybrid operator-strategist who can go from high-level thinking to in-the-weeds execution.
• Track record of success in consulting, business ops, or FP&A roles at top-tier firms.
• Hands-on experience building custom CRM solutions , ideally in Airtable.
• Passion for financial technology, operational excellence , and high-stakes decision-making.
• Stellar communicator with a talent for translating complexity into clarity.

✅ Minimum Qualifications

Experience:

• 4–6 years of experience in finance, business operations, or consulting.
• Preference for candidates from top consulting firms (McKinsey, Bain, BCG, Deloitte, PwC).
• Experience in wealth management or RIA environments is a plus.

Skills:

• Proficiency in Airtable , CRM design, and dashboard building.
• Strong FP&A capability —financial modeling, planning, and forecasting.
• Familiarity with compliance operations , tax documentation, and vendor oversight.
• Clear communicator, coach, and collaborator.
• Strong organizational, analytical, and project management abilities.

Education:

• Bachelor's degree in Finance, Business, or related field ; MBA or equivalent preferred.

Attributes:

• Proactive, resourceful, thrives in a fast-paced, in-office environment .
• Excels in cross-functional team settings and takes full ownership of outcomes.

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!

Job Tags

Similar Jobs