Chief Operating Officer

Overview

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We’re on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our differentiated, non-consensus insights, Lumida is reshaping how modern investors build and preserve wealth.

Who You Are

• An entrepreneurial builder with the instincts of a founder and the discipline of a seasoned operator.
• Comfortable in ambiguity, you bring order and clarity without stifling speed or innovation.
• A decisive leader who knows when to move fast and when to pause for rigor.
• Equally fluent in strategy and execution — you can craft vision at 30,000 feet and still own the 3-foot details. Potential to 10× a business
• Crypto-native or highly conversant in digital assets, wealth management, and financial innovation.
• A community-minded thought leader who can represent Lumida with authority in client settings, at conferences, and online.
• You inspire confidence — from investors, teammates, and clients — because you combine sharp judgment with follow-through.
• Enterprise leader who has owned P&L, set OKRs, and scaled GTM engines (marketing → sales → service).
• Product thinker who can translate client insights into a crisp roadmap, shipping cadence, and measurable outcomes.
• Cross-functional integrator who earns trust from engineering, CIO/research, sales, marketing, ops, and compliance.
• Process designer—loves documentation, repeatable playbooks, and dashboards that drive real decisions.
• Magnet for top talent; coaches A-players and raises the bar on culture, speed, and craftsmanship.

What We’re Looking For

• Entrepreneurial Mindset: Think and act like an owner; treat Lumida’s growth as your mandate.
• Strategic & Decisive Operator: Able to set priorities, allocate resources, and make high-quality decisions under uncertainty.
• Investment Acumen: Experience with investment processes, portfolio construction, and private deal structuring.
• Operational Excellence: Skilled in building scalable systems across compliance, finance, people, and technology.
• Product Intuition: Strong grasp of financial products and client needs, with the ability to shape product direction.
• Client & Community Engagement: Comfortable facing clients, partners, and public audiences — and can expand Lumida’s voice on platforms like X.
• Cross-Functional Leadership: Proven success leading diverse teams (product, engineering, investments, operations).
• Thought Leadership: Ready to position Lumida as a category-defining wealth manager in digital assets.

What You’ll Be Doing

• Scaling the Firm: Build and execute the roadmap to take Lumida from an emerging player to a scaled category leader in wealth management.
• Decision-Making Infrastructure: Establish frameworks and processes that help the company move quickly while maintaining rigor and accountability. Own the operating plan and P&L; set OKRs, staffing plans, budgets, and cadence (weekly exec, MBR/QBR, board).
• Investment Oversight: Partner with the CEO and investment team to strengthen investment processes, support portfolio strategy, and structure private deals. Institutionalize sourcing → diligence → IC → execution → monitoring (incl. Reg CF/SPVs/alts).
• Operational Backbone: Own the day-to-day operating model — compliance, finance, risk, HR, and client operations — ensuring the company runs seamlessly.
• Product & Client Experience: Shape product strategy alongside product and investment leaders, ensuring Lumida’s offerings deliver differentiated value to clients. Run engineering execution: release trains, DevOps, documentation standards, incident hygiene, and velocity. Embed AI/LLM workflows across research, client service, and ops to drive step-function efficiency. Join key client meetings, strengthen relationships, and reinforce Lumida’s reputation as trusted advisors.
• Culture & Talent Development: Recruit and grow a high-performance team, reinforcing Lumida’s values and ownership culture at scale. Build the leadership bench
• External Leadership: Represent Lumida at industry events, with partners, and in media to expand brand visibility and credibility.
• Thought Leadership & Community: Publish insights, increase engagement on platforms like X, and act as a voice for Lumida in shaping the digital wealth conversation.
• Strategic Partnerships: Forge relationships with fintechs, institutions, and crypto ecosystems to drive new opportunities and extend Lumida’s reach.
• Systems & Reporting: Implement metrics, dashboards, and operating cadences to keep the team aligned and accountable to goals.
• Risk & Compliance Management: Anticipate regulatory requirements, ensure Lumida operates safely, and embed compliance into daily workflows. Ensure compliant marketing for investments; coordinate with counsel/CCO and external vendors. Oversee vendor ecosystem (custody, tax/admin, data, marketing tech); renegotiate for scale economics. Partner with compliance to maintain SEC-grade standards (ADV, policies, audits, marketing review).
• Execution & Follow-Through: Translate strategy into action with relentless discipline, ensuring nothing falls through the cracks.
• GTM: Architect demand gen across content, paid, partnerships, and conferences; convert pipeline with tight attribution. Spearhead flagship events and conference strategy (agenda, speakers, stage presence, post-event follow-up). Manage the Sales org (inside + field + service advisors); raise win rates, shorten cycles, and expand AUM.
• Brand: Amplify brand via thought leadership, media readiness, and executive communications.

Minimum Qualifications

• 8+ years of leadership experience in fintech, asset management, venture/private markets, or digital assets.
• Proven track record scaling businesses and building operational foundations.
• Experience structuring private market investments and guiding investment processes.
• Strong decision-making instincts with a balance of speed, rigor, and judgment.
• Demonstrated ability to lead cross-functional teams and drive alignment across product, engineering, and operations.
• Comfort in external settings: client-facing, conference-speaking, and media-ready.
• Entrepreneurial operator mindset: resilient, resourceful, and impact-driven.

Why Join Lumida?

Work directly with a seasoned founder – Gain firsthand insights and mentorship from leadership with deep industry experience.

Be at the frontier – Join a dynamic, innovative firm at the cutting edge of crypto, wealth tech, and alternative investments.

Collaborate with talent – Team up with passionate professionals on a mission to transform the future of finance.

Grow with us – Enjoy real opportunities for learning, development, and upward mobility in a fast-scaling company.

Get rewarded – Competitive salary, equity upside, and a comprehensive 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.

Can\'t wait to have you onboard!

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