Chief of Staff

About Lumida

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We’re on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our differentiated, non-consensus insights, Lumida is reshaping how modern investors build and preserve wealth.

Who You Are

• You are a strategic executor—equally comfortable building financial models, designing CRM tools, and coaching team members to hit peak performance.
• You have a consultant’s mindset and an operator’s discipline, thriving in high-speed, high-accountability environments.
• You are highly organized, judgment-driven, and hands-on, with a bias for action and a love for solving complex, cross-functional problems.
• You combine analytical rigor with clear communication and possess a strong desire to contribute directly to growth and operational excellence.
• You are competitive, adaptable, and coachable, with the ability to absorb new frameworks quickly.
• You take pride in elevating internal operations, client service standards, and team execution.

What You’ll Be Doing

🔧 CRM Development (High Priority) - Design, build, and maintain Lumida’s internal CRM in Airtable, customized to track Investment Policy Statements and client journeys. - Own CRM architecture, data integrity, and reporting frameworks to ensure firm-wide alignment and usability.
📊 Financial Planning & Analysis (High Priority) - Lead budgeting, forecasting, and financial modeling to drive executive decision-making. - Deliver strategic insights and performance dashboards to monitor firm growth and profitability.
✅ Compliance Oversight - Manage compliance operations in partnership with an external vendor. - Supervise the Designated Representative (DR) and maintain Form ADV and other regulatory documentation. - Learn and manage the compliance framework (no prior FINRA experience required).
💼 Sales Operations - Oversee the sales pipeline, ensuring accurate CRM integration and deal flow tracking. - Support the CEO and revenue team by optimizing pipeline reporting, outreach automation, and funnel analytics.
🧠 Client Service Quality & Coaching - Spot-check client and prospect interactions for quality assurance and standard adherence. - Coach and train team members to improve call quality and deepen client engagement.
📈 Marketing Oversight - Monitor content marketing metrics and campaign ROI. - Provide data-backed guidance to refine positioning, messaging, and conversion funnels.
🧩 Tax & SPV Coordination - Manage K1 collection, tax filings, and SPV documentation. - Serve as internal lead on coordination with tax vendors and fund administrators.
📅 Internal Coordination - Manage the company calendar, aligning meetings, deadlines, and planning cadences. - Lead weekly staff meetings and 1:1s with team members to drive focus and alignment. - Draft and distribute regular investor updates on operations and performance.
📣 Talent Acquisition - Own select recruiting workflows including candidate interviews and assessments. - Help build a high-performance team aligned with Lumida’s vision and values.

What We’re Looking For

• A hybrid operator-strategist who can go from high-level thinking to in-the-weeds execution.
• Track record of success in consulting, business ops, or FP&A roles at top-tier firms.
• Hands-on experience building custom CRM solutions, ideally in Airtable.
• Passion for financial technology, operational excellence, and high-stakes decision-making.
• Stellar communicator with a talent for translating complexity into clarity.

✅ Minimum Qualifications

Experience: - 4–6 years of experience in finance, business operations, or consulting. - Preference for candidates from top consulting firms (McKinsey, Bain, BCG, Deloitte, PwC). - Experience in wealth management or RIA environments is a plus.
Skills: - Proficiency in Airtable, CRM design, and dashboard building. - Strong FP&A capability—financial modeling, planning, and forecasting. - Familiarity with compliance operations, tax documentation, and vendor oversight. - Clear communicator, coach, and collaborator. - Strong organizational, analytical, and project management abilities.
Education: - Bachelor's degree in Finance, Business, or related field; MBA or equivalent preferred.
Attributes: - Proactive, resourceful, thrives in a fast-paced, in-office environment. - Excels in cross-functional team settings and takes full ownership of outcomes.

Why Join Lumida?

🚀 Work directly with a seasoned founder – Gain firsthand insights and mentorship from leadership with deep industry experience.
🌐 Be at the frontier – Join a dynamic, innovative firm at the cutting edge of crypto, wealth tech, and alternative investments.
🔥 Collaborate with talent – Team up with passionate professionals on a mission to transform the future of finance.
📈 Grow with us – Enjoy real opportunities for learning, development, and upward mobility in a fast-scaling company.
💰 Get rewarded – Competitive salary, equity upside, and a comprehensive benefits package.

At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.

Can't wait to have you onboard!