Private Wealth Advisor

Lumida is a venture-backed, AI-native wealth advisor for modern investors seeking institutional-caliber access across public markets, private deals, and alternative investments. Backed by investors and board leaders from companies including SoFi, Circle, and Coinbase, Lumida brings venture-scale ambition to an industry overdue for reinvention. As a client’s Wealth Architect, Lumida integrates investment management, trust and estate planning, tax mitigation, and differentiated opportunities into one coordinated wealth strategy. Our clients are founders, builders, and independent thinkers. We built Lumida with the same mindset: curious, original, and unwilling to accept the conventional. We help clients build, protect, and transfer wealth — and invest beyond the ordinary. The Role Lumida is experiencing rapid growth. The Private Wealth Advisor will lead, train, and supervise our licensed Investment Advisors and Client Services team. The ideal candidate has deep experience building and managing teams as a Registered Investment Advisor, and can design and ensure adherence to client journeys for new and existing clients, from Discovery through ongoing account management. They have dealt with a variety of scenarios spanning asset allocation, financial planning, trust, tax and estate, and retirement planning. This role is pivotal in scaling Lumida's advisor force and ensuring consistent client outcomes through strong supervision, process design, and coaching. The ideal candidate combines leadership gravitas, technical competence, and a genuine passion for wealth management and client service. Key Responsibilities 1. Lead and Supervise Advisors Serve as Designated Supervisor under Lumida's compliance framework. Conduct call monitoring, coaching, and meeting ride-alongs to ensure adherence to fiduciary and firm standards, and to the client journey framework. Reinforce professionalism, communication quality, and Lumida's investment philosophy across the advisor team. Partner closely with the Head of Sales, CEO, and Chief Compliance Officer on supervision and documentation. 2. Hire, Train, and Develop Talent Develop a formal advisor onboarding and training playbook, including firm philosophy and investment framework, product education across public and private markets and digital assets, professional standards and client communication, and training on CRM, DocuSign, and Notion. Deliver recurring training sessions and workshops, ensuring every advisor can clearly articulate Lumida's house view. 3. Drive Client Experience Excellence Oversee the client onboarding process to ensure seamless, white-glove experiences. Handle client escalations and support advisors in maintaining trusted relationships. Implement client satisfaction metrics and process improvements. Coordinate lead routing and optimize advisor-client matching for best fit and conversion. Lead the implementation and onboarding of new CRM systems. Drive AUM growth through improved advisor productivity and retention. Coach advisors on deepening client relationships and presenting Lumida's full suite of solutions. Champion the adoption of technology and data tools to scale personalized advice delivery. 5. Client Communication & Education Oversee the development and dissemination of client communications regarding investment performance. Manage third-party billing processes and ensure accuracy and transparency. Establish and implement a comprehensive client education framework covering tax, health, and longevity planning. Key Performance Indicators AUM growth across supervised advisor teams. Client retention and satisfaction. Advisor compliance health and reduction of operational errors. Speed and quality of advisor onboarding and enablement. Qualifications 7 to 10+ years in client service or advisor management at a leading RIA (e.g., Fisher Investments, Edelman Financial Engines, Creative Planning, LPL Financial, or equivalent). Proven success supervising, coaching, and developing Investment Advisors. Deep understanding of RIA operations, compliance, and workflows. Licensing: Series 65 license required (or CFP, or Series 7 and Series 66 in combination). CFP a plus. Strong command of technology, including CRM systems such as HubSpot, DocuSign, and digital workflows, with familiarity with eMoney. Exceptional communication, leadership presence, and integrity. Compensation Competitive base salary plus performance bonus tied to AUM growth. Long-term specialist management role with meaningful growth opportunity. Our Culture We believe in intellectual honesty, craftsmanship, and continuous improvement. We reward initiative, rigor, and the ability to elevate others. #J-18808-Ljbffr