Customer Success Manager
About Luminary
Luminary is an AI-native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic goals.
$90 trillion will pass between generations in the decades ahead, yet more than 70% of high net worth clients report a large gap between the services they expect and what they receive.
Luminary solves this by transforming complex estate planning documents into a structured, proprietary data asset that powers agent-driven workflows for tax and wealth transfer services.
Our customers are leaders across the private client ecosystem — top wealth managers, national tax advisory practices, and law firms among the AM Law 100. Our proprietary data and workflow positions us to rapidly expand from wealth transfer advice into large, adjacent markets including trust administration and estate distribution.
Luminary was founded in 2022 and is backed by leading venture capital investors, prominent wealth management firms, and several family offices.
The Opportunity
As a Customer Success Manager at Luminary, you play a key role in engaging & expanding our customer base, as we continue to rapidly scale.
