Lumida Wealth · 3 weeks ago
Private Wealth Advisor
United States
Full-time
Remote
Lead/Staff
7+ years expLumida Wealth is a venture-backed, AI-native wealth advisor for modern investors seeking institutional-caliber access across public markets, private deals, and alternative investments. The Private Wealth Advisor will lead, train, and supervise licensed Investment Advisors and Client Services team, ensuring adherence to client journeys and managing various aspects of wealth management for clients.
Professional ServicesFinanceAdviceAsset ManagementSmall and Medium Businesses
Responsibilities
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
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
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
Partner for Growth
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
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
Qualification
Required
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)
Strong command of technology, including CRM systems such as HubSpot, DocuSign, and digital workflows, with familiarity with eMoney
Exceptional communication, leadership presence, and integrity
Preferred
CFP a plus
Benefits
Competitive base salary plus performance bonus tied to AUM growth
Long-term specialist management role with meaningful growth opportunity
Company
Lumida Wealth
Lumida Wealth Management is an investment advisor offering comprehensive wealth management with specialization in alternative investments and family office services to high net worth and ultra high net worth individuals and families.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
unknown2023-01-01Pre Seed
Leadership Team
Ram Ahluwalia
CEO & Founder
Recent News
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