What are the responsibilities and job description for the Business Operations Leader / Chief of Staff position at Lumida Wealth?
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
Qualifications :
Why Join Lumida?
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.
