Business Operations Leader​/Chief of Staff

Business Operations Leader / Chief of Staff

Location:

Wayne, NJ (45 minute commute from NYC)

Full-time, On-Site

Lumida is an AI-native modern wealth advisor and Wealth Architect for owners and creators.

Our mission is to make money intelligent. We bring investing, trust and estate planning, and tax strategy together in a single wealth architecture—helping clients grow, protect, and transfer wealth with greater intention.

Our investment platform spans public markets and differentiated alternatives including select pre-IPO opportunities for qualified clients. Our approach is institutional in its breadth, non-consensus in its thinking, and deeply personal in its application.

Lumida is a tech-first, AI-native firm built by a technology founder. We are making significant investments in proprietary AI Services that identify opportunities across a client’s financial life, strengthen investment research, automate client-service workflows, and help our advisors deliver faster, smarter, and more personalized advice.

Our team shares the mindset of our clients: curious, original, and driven to build what does not yet exist. Lumida is venture-backed, with investors including former SEC Chairman Arthur Levitt, and supported by a leadership and advisory network with deep experience across investing, technology, and financial services.

Lumida’s differentiated, non-consensus insights reach a broad audience through our podcast, newsletter, and social media, with recognition across major outlets including The Wall Street Journal and CNBC.

Lumida is hiring a high-agency Business Operations Leader to serve as a force multiplier for the CEO and help build the operating system for our next stage of growth.

This is not a coordination role. You will take ambiguous priorities, create structure, build the workflows, align teams, and drive measurable results. Your mandate spans three connected areas:

• CEO Office and strategic execution
• AI transformation across the company
• Growth Operations across sales, marketing, investor relations, and community

You should be equally comfortable building a financial model, implementing an AI workflow, reviewing a Meta campaign funnel, preparing an investor update, and holding owners accountable to a deadline.

• Partner closely with the CEO on capital raising, investor storytelling, data-room management, financial forecasting, board and investor communications, and strategic initiatives.
• Turn company priorities into clear operating plans, owners, timelines, KPIs, and weekly execution rhythms.
• Lead cross-functional projects from diagnosis through implementation, with a bias toward speed, rigor, and measurable outcomes.
• Build decision-support materials, analyses, and operating dashboards that help leadership allocate capital and attention effectively.

• Lead Lumida’s AI transformation across client service, sales operations, marketing, recruiting, research, content production, and internal knowledge management.
• Identify high-value workflows, redesign them with AI, implement the tools and operating procedures, and measure adoption and business impact.
• Develop a practical AI roadmap: what should be automated, augmented, standardized, or kept human.
• Train teams to use AI effectively and establish quality-control standards.

• Design and own the sales-operations function, including pipeline hygiene, lead routing, reporting, CRM workflows, conversion analysis, SDR operations, and AI-enabled prospecting.
• Establish the systems, scorecards, and cadence required to improve lead response, meeting conversion, qualification, sales productivity, and revenue visibility.
• Build and manage a small Growth…