Product Lead

About the role

Luminary is building an AI‑native platform that transforms complex estate‑planning and wealth‑transfer data into actionable workflows for private‑client advisors. As a Product Lead you will own the vision and execution of core product experiences that serve ultra‑high‑net‑worth individuals and the firms that advise them.

Key responsibilities

• Partner with the Chief Product Officer and executive team to define product vision, strategy, and success metrics.
• Deeply understand the needs of registered investment advisors, institutional wealth managers, attorneys, and asset owners.
• Collaborate closely with design and engineering to deliver intuitive, high‑impact features for wealth‑management workflows.
• Engage directly with customers to surface pain points, validate concepts, and uncover new opportunities.
• Prioritize roadmap items, define KPIs, and drive cross‑functional execution to launch products at scale.

Required profile

• Strong problem‑solving mindset with a passion for tackling complex, regulated domains.
• Customer‑centric, detail‑oriented, and comfortable making data‑driven decisions.
• Thrives in fast‑paced, results‑focused environments and embraces calculated risk.
• Design‑oriented thinker who values simplicity and user experience.

Required skills

• Product management experience in fintech or wealth‑management platforms.
• Ability to translate business requirements into clear product specifications.
• Experience working with cross‑functional design and engineering teams.
• Strong analytical skills and KPI‑focused product measurement.