Job Details
Lumenai Investments:
Lumenai is your personal AI portfolio manager. We want to make active investing effortless for professionals so their businesses can grow and scale, their people can save up to 85% of the time currently spent managing and reporting portfolios, and their clients can enjoy innovative investment solutions and AI-powered performance.
We are a quantitative, AI-driven investment and reporting platform for professionals global family offices, wealth advisors, platforms, retirement plans, institutions, and asset managers. Our aim is to design and manage custom, index-beating investment strategies that take 85% less time to manage so our clients can focus on more important priorities.
We train AI models to optimize your portfolios based on your investment goals and risk limits. By simplifying and automating portfolio research, trading and rebalancing, and performance reporting (even social media), we free you from time-consuming, low-value tasks better left to computers.
Lumenai was named to the global AI FinTech 100 and the WealthTech 100 by FinTech Global in London.
Outside Sales for Advisor/Bank/Platform Sales:
Lumenai plans to hire an outside sales professional to introduce prospective clients to our firm and its services, offer consultative advice to senior-level executives, including CEOs, CIOs, and division heads, onboard new clients, and raise revenue and AUM from advisors, banks, and platforms.
The optimal prospective clients often need a new or better investment product offering, are less focused on investing than asset raising or financial planning, are currently short of time and need to improve efficiency and scalability, or want to improve their returns or alpha.
The outside salesperson will work with an inside salesperson, who will contact prospective clients on behalf of the inside salesperson to ascertain the prospect's fit/interest and arrange a call or meeting for the outside salesperson.
Position Offered:
- Lumenai Investments - Outside sales
- Audience - RIAs, banks, and platforms
- Product - AI portfolio manager and AI overlays in public securities
- Fulltime
- Hybrid work location
- HQ in Stamford, CT
- Territory is national
- Compensation includes salary, systematic bonus based on results, and potential profits/equity compensation for exceptional results
- Ability to shape our sales, service, and communication processes and teams
- Benefits include healthcare, dental, vision, 401K, and flexible time off
Successful Candidate:
The successful candidate will have strong CEO/CIO-level relationships with advisors, banks, and platforms, have created a successful sales process with a history of increasing revenues and AUM, be willing to implement Sandler techniques in their sales process, manage their inside sales support, and be a strong team player with good communication and project management skills.
We prefer the successful candidate to be able to synthesize complex materials and topics, like AI, into a simple and clear message appropriate for the level of each individual prospective client (from basic knowledge to advanced).
The candidate will also be self-motivated and view this as an opportunity to make their mark , both financially and professionally, based on hard work and company results.
If Interested:
If you are interested, please email us your resume for consideration. We will contact those applicants we feel are a strong match. Send your resume to:
- Email at: ...@lumenai.net
- Subject line: Lumenai Outside Sales