After over 7 years, Luminary is discontinuing the use of its podcast app as of September 30, 2026. Luminary podcasts remain available on Apple Podcasts. Backed by NEA.
About the role
Luminary is building its marketing engine, and this role owns the digital core of it. Reporting to our Marketing Lead, you'll stand up marketing measurement from the ground up in HubSpot, own our email program end to end, and run paid acquisition that reaches the audiences at the heart of wealth management — financial advisors, trust and estate attorneys, and family offices. It's a hands-on, high-ownership manager role, with close cross-functional relationships across the GTM, product, and CS orgs.
What they're looking for
- SEO fundamentals and a working point of view on AI search (GEO/AEO) — how brands earn citations in Google AI Overviews, ChatGPT, and Perplexity, and how to measure AI visibility
- Familiarity with wealth management, estate planning, or marketing to another regulated financial audience
- HubSpot (Marketing Hub Software, Reporting, Email Marketing) or Google Ads certifications
More about this role
Luminary is an AI-native system of action for wealth transfer services.
High net worth households controlling more than $90 trillion in assets are meaningfully underserved by technology that was built for the mass market. As private client investment and banking products have commoditized, these clients are looking for more tax and wealth transfer advice which has previously been impossible to deliver at scale.
Luminary solves this problem by transforming complex estate planning and ownership documents into a structured, proprietary data asset that powers verticalized, agent-driven workflows for tax and wealth transfer services. Our built-in multi-firm collaboration connects a client's full advisor ecosystem and is the core infrastructure that enables our customers to deliver a highly personalized, end-to-end wealth transfer service offering at scale.
Our 1,000+ customers are leaders across the private client services ecosystem — including wealth managers from exclusive multi-family offices through top private banks and trust companies, national tax advisory practices, and law firms among the AM Law 100. Our focus and proprietary data positions us to rapidly expand from a wedge in...
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