Lumida Wealth Jobs in United States

Location: Wayne, NJ or Buenos Aires, Argentina · 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 in ...

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 ...

We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. · Lead advanced estate and trust design for UHNW families · Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and conce ...

We are looking for a Sales Executive who operates as an entrepreneur leveraging Lumida's offerings to grow 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 est ...

Trust & Estate Planning Lead · Lumida is a modern wealth advisor that provides institutional-grade investment access to high-growth fiduciary RIA serving ultra-high-net-worth clients. · This role requires a licensed planning leader to own and scale Lumida's advanced trust, estate ...

Lumida is seeking a Trader with specialized skills in public equities and cryptocurrencies. · Implement long and short strategies developed by our research and portfolio management team. · Run a daily morning and afternoon process assessing positions and themes for deteriorations ...

The Vice President of Client Services will lead, train, and supervise our licensed Investment Advisors and Client Services team. · We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep ...

I'm hiring a high-trust Personal Assistant to serve as a long-term right hand. · This is not a typical admin role. It is a high-responsibility position supporting a founder and investor across business and personal life. · The right candidate brings structure, judgment, discretio ...

body{font-family:Arial;}p{margin-bottom:10px;}Trust & Estate Planning Lead · Lumida is building a modern wealth platform for ultra-high-net-worth individuals and families who require institutional-grade investment access and sophisticated planning architecture. · We are seeking a ...

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 es ...

Trust & Estate Planning Lead · Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. · We are seeking a licensed planning leader to ...

Lumida is building a modern wealth platform for ultra-high-net-worth clients who require institutional-grade investment access and sophisticated planning architecture. · Role Overview · This is not a traditional financial planning role. As the Trust & Estate Planning Lead, you wi ...

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 ...

Lumida is experiencing rapid growth and seeking an experienced professional to lead its client service team. · ...

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 est ...

We are looking for a seasoned sales executive who operates as an entrepreneur leveraging Lumida's offerings to grow their existing book. We want someone who is comfortable operating with autonomy, accountability and high expectations. · Maintain pipeline updates opportunity notes ...

I'm hiring a high-trust Personal Assistant to serve as a long-term right hand. · This is not a typical admin role. It is a high-responsibility position supporting a founder and investor across business and personal life. · The right candidate brings structure, judgment, discreti ...