Location: Wayne, NJ

About Lumida:

We are a digitally native, independent investment advisor specializing in alternative investments.

At Lumida Wealth, we want to redefine wealth management.

Lumida is recognized in industry media and trusted for our non-consensus insights.

We seek to combine investment excellent with the best of trust,and estate in a digtially native format.

Role Description:

Lumida seeks a driven and accomplished Business Operations Leader/Chief of Staff who is passionate about dustupting the wealth management industry.

You will work closely with the CEO to lead projects and provide supervision and “kickstart” to key functions and projects.

Key Responsibilities:

Key Initiatives Execution: Drive the execution of critical initiatives and partnerships, ensuring they are completed on time and within scope.
Marketing: Provide direction to the marketing team to ensure alignment with company goals and strategies. Strong aesthetic sense, and attention to detail.
Sales Operations: Oversee sales operations, ensuring effective processes and strategies to drive growth and efficiency. You can make killer presentations, proposals and marketing materials and have a knack for storytelling. Utilize your existing professional network and attend various crypto conferences to further Lumida's reach.
Recruitment Leadership: Lead recruiting efforts to attract top talent to Lumida.
Investor Relations: Establish and manage relationships with existing investors, keeping them informed and engaged to maximize their value to the company.
AI Evangelist: Lumida incorporates AIs into various workflows from earnings transcript analysis to portfolio construction. You are a natural early adopter of new technologies and are always seeking ways to re-factor workflows with greater efficiency.
Event Management: Plan and execute Lumida-specific conferences and events for prospects and clients. This may include travel to various crypto events.
Writing and Presentation: Produce high-quality written materials and presentations for internal and external stakeholders. You will draft op-eds, twitter threads, and other content working directly with the CEO.
Newsletter Drafting: Responsible for drafting the Lumida Ledger newsletter based on CEO’s direction, keeping our community informed and engaged.

Requirements:

Track record of leading, shipping and getting stuff done.
Background in Startups Consulting: Proven experience in startup business operations, or prior background in management consulting.
Deliverable based and goal-oriented mindset.
Strong Organizational & Communication Skills: You have the ability to keep yourself organized, and teams. Exceptional writing and presentation skills.
Professional Network: Established connections within the crypto community.
Work Ethic and Execution Orientation: Brings intensity and passion to their work each day. Demonstrated ability to work hard and drive projects to completion.
Flexibility: Willingness to travel as needed for events and conferences.
Location: Based in the New Jersey/New York area.
Personal Qualities: You have a strong self-improvement mindset. You hold yourself accountable to the highest standards of integrity. You are resilient, have a growth mindset, and are open to direct feedback and coaching.

Qualifications:

Minimum of 5 years of experience in business operations, management consulting, or a similar role.
Experience in a Biz Ops role or consulting experience at a Top 5 firm
Proven track record of successful project management and execution in a fast-paced environment.

Why Join Lumida?

Work closely with a seasoned founder
Be part of a dynamic and innovative company at the cutting edge of the crypto industry.
Work with a passionate and talented team dedicated to transforming finance.
Opportunities for professional growth and development.
Competitive salary, equity and 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.

Please complete this test as the first step in the application process. We will move forward with candidates who successfully pass it.

Link: https://app.testgorilla.com/s/07beqb4m

Lumida Wealth

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Business Operations Leader / Chief of Staff