Job Description
We’re hiring: VP, Private Clients | UHNW & Private Clients
Lumida is expanding.
We’re looking for a VP, Private Clients with an existing network of high-net-worth or ultra-high-net-worth clients who want to offer more than traditional wealth management.
This is an offering upgrade opportunity for relationship-led advisors, private bankers, and family-office professionals who want to offer institutional-grade strategies to their existing book.
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.
The role
You’ll Bring Your Existing Relationships And Leverage Lumida’s Full Suite Of Investment And Planning Capabilities To Deliver Deeper Value To Your Clients, Including
- Active and thematic public-market strategies
- Exclusive private and pre-IPO deals
- Capital-gains and tax-mitigation strategies
- Trust, estate, and generational planning
- Income and alternative yield solutions
In Addition, You Will - Maintain Pipeline updates, opportunity notes, clients notes and other activities in CRM
- Own and grow a personal pipeline of UHNW and HNW prospects
- Maintain accurate pipeline updates, notes, and forecasting in our CRM
- Collaborate closely with sales, marketing, investment, planning, and operations teams to deliver a seamless client experience
Who this is for
- A seasoned Sales Executive who operates as an entrepreneur leveraging Lumida’s offerings to grow their existing book.
- Senior advisors, private bankers, or relationship managers with an established book.
- Trusted by clients for judgment, discretion, and long-term thinking.
- Entrepreneurial by nature and motivated by building something meaningful.
- Comfortable operating with autonomy, accountability, and high expectations.
Why Lumida
- Uncapped upside with meaningful compensation and equity participation.
- Institutional-grade access through differentiated investment capabilities.
- Holistic, fiduciary wealth offering.
- A role that feels like building your own business within an established firm.
- Modern infrastructure and strong internal support.
- Long-term alignment and the ability to shape the firm’s growth.
If you’ve built strong client relationships and want a role that lets you deliver more access, more sophistication, and more ownership, we should talk.
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