About Lumida
Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives.
Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience.
Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist.
We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience.
Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience.
Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more.
Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary.
Role Description
Lumida is growing quickly and preparing for our next phase of growth.
Lumida seeks a competitive, driven and accomplished Business Operations Leader / Chief of Staff who is passionate about disrupting the wealth management industry with AI.
You will work closely with the CEO to lead projects, align teams, and “kickstart” to key functions and projects.
Key Responsibilities
- Key Initiatives Execution: Drive the execution of critical initiatives and partnerships, ensuring they are completed on time and within scope.
- Marketing: Provide direction to the marketing team to ensure alignment with company goals and strategies. Strong aesthetic sense, and attention to detail.
- Recruitment Leadership: Lead recruiting efforts to attract top talent to Lumida
- Investor Relations: Establish and manage relationships with existing investors, keeping them informed and engaged to maximize their value to the company.
- AI Evangelist: Lumida incorporates AIs into various workflows from earnings transcript analysis to portfolio construction. You are a natural early adopter of new technologies and are always seeking ways to re-factor workflows with greater efficiency.
- Event Management: Plan and execute Lumida-specific conferences and events for prospects and clients. This may include travel to various events.
- Writing and Presentation: Produce high-quality written materials and presentations for internal and external stakeholders. You will draft op-eds, twitter threads, and other content working directly with the CEO.
- Community communications. Lead communications and engagement with our community.
Requirements
Track:
- Record of leading, shipping and getting stuff done.
- Background in Startups Consulting: Proven experience in startup business operations, or prior background in management consulting.
- Deliverable based and goal-oriented mindset.
- Strong Organizational & Communication Skills: You have the ability to keep yourself organized, and teams. Exceptional writing and presentation skills.
- Professional Network: Established connections within the crypto community.
- Work Ethic and Execution Orientation: Brings intensity and passion to their work each day. Demonstrated ability to work hard and drive projects to completion.
- Flexibility: Willingness to travel as needed for events and conferences.
- Location: Based in the New Jersey/New York area.
- Personal Qualities: You have a strong self-improvement mindset. You hold yourself accountable to the highest standards of integrity. You are resilient, have a growth mindset, and are open to direct feedback and coaching.
Qualifications
- Minimum of 5 years of experience in business operations, management consulting, or a similar role.
- Experience in a Biz Ops role or consulting experience at a Top 5 firm
- Proven track record of successful project management and execution in a fast-paced environment.
Why Join Lumida?
- Work closely with a seasoned founder
- Be part of a dynamic and innovative company at the cutting edge of the crypto industry.
- Work with a passionate and talented team dedicated to transforming finance.
- Opportunities for professional growth and development.
- Competitive salary, equity and 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.
