About Luminary

Luminary is an AI-native system of action for wealth transfer services.

High net worth households controlling more than $90 trillion in assets are meaningfully underserved by technology that was built for the mass market. As private client investment and banking products have commoditized, these clients are looking for more tax and wealth transfer advice which has previously been impossible to deliver at scale.

Luminary solves this problem by transforming complex estate planning and ownership documents into a structured, proprietary data asset that powers verticalized, agent-driven workflows for tax and wealth transfer services. Our built-in multi-firm collaboration connects a client's full advisor ecosystem and is the core infrastructure that enables our customers to deliver a highly personalized, end-to-end wealth transfer service offering at scale.

Our 1,000+ customers are leaders across the private client services ecosystem — including wealth managers from exclusive multi-family offices through top private banks and trust companies, national tax advisory practices, and law firms among the AM Law 100. Our focus and proprietary data positions us to rapidly expand from a wedge in wealth transfer advice into large, adjacent TAMs including trust administration and estate distribution.

Founded and led by CEO David Barnard, former Head of Wealth Management at AllianceBernstein, Luminary is backed by 8VC, Fin Capital, Rockefeller Capital, Focus Financial Partners, and several family offices.

The opportunity

Luminary is building its marketing engine, and this role owns the digital core of it. Reporting to our Marketing Lead, you'll stand up marketing measurement from the ground up in HubSpot, own our email program end to end, and run paid acquisition that reaches the audiences at the heart of wealth management — financial advisors, trust and estate attorneys, and family offices. It's a hands-on, high-ownership manager role, with close cross-functional relationships across the GTM, product, and CS orgs.

What you'll do

Build and manage marketing reporting and analytics

Architect marketing measurement in HubSpot: lifecycle and funnel definitions, campaign taxonomy, UTM governance, and data hygiene

Build the dashboards leadership runs on: pipeline sourced and influenced, CAC, and conversion rates by channel and campaign

Own attribution and closed-loop reporting with sales, plus a monthly reporting rhythm that powers data-backed decisions

Own email

Run our email program in HubSpot: calendar, segmentation, and lifecycle nurture programs across prospects and customers

Protect deliverability (domain authentication, list health, sunset policies) and improve performance through disciplined A/B testing

Run paid digital

Own Google Ads strategy and execution — Search, Performance Max, Demand Gen — with conversion tracking done right (GTM, GA4, offline conversion imports from HubSpot)

Scale LinkedIn Ads — matched audiences, lead gen forms, document ads — against our target firms and personas

Test new channels (Microsoft Ads, review marketplaces, advisor trade media, podcasts) with clear hypotheses, budgets, and scale-or-stop criteria

Manage the paid budget end to end, and partner with content and design on ads and landing pages that convert

Qualities we'd be excited to see in an applicant

4+ years of hands-on digital marketing experience, ideally in B2B SaaS or another considered-purchase category

Deep HubSpot Marketing Hub skills: you have experience building workflows, smart lists, custom reports, and attribution dashboards

You've built or rebuilt marketing reporting before — funnel definitions, campaign tracking, and closed-loop reporting tied to pipeline and revenue

In-platform Google Ads experience, including conversion tracking you've set up yourself

Experience running LinkedIn Ads for a B2B audience

Strong email craft — segmentation, automation, deliverability — and the ability to be hands-on with copywriting

Nice to have (not required)

SEO fundamentals and a working point of view on AI search (GEO/AEO) — how brands earn citations in Google AI Overviews, ChatGPT, and Perplexity, and how to measure AI visibility