Jobs at Luma Financial Technologies

Perform product documentation review, data entry, analysis, and reconciliation. Collaborate with internal teams and client support, maintain logs and compliance, escalate issues, contribute to process improvements, and serve as an internal product knowledge resource.

Support advisors using Luma's fintech platform through onboarding, training, and day-to-day issue resolution. Triage and track support tickets, assist with account setup and data entry, monitor usage metrics, prepare reports and surveys, contribute knowledge base content, and coordinate with Product, Support, and Sales to improve processes and client outcomes.

Lead end-to-end onboarding and implementation for annuity and life insurance distributor clients. Manage project plans, coordinate Product/Engineering/Operations, conduct platform training, configure product and policy integrations, identify risks, and transition clients to ongoing success teams.

Manage the Product Development Lifecycle for a fintech platform, focusing on structured products and capital markets, while collaborating with stakeholders.

Develop, deploy, and scale AI/ML and generative AI solutions for a fintech platform. Design data models and pipelines, build agentic frameworks, integrate OCR and vector DBs, implement RAG, and champion MLOps and cloud deployment practices while mentoring teammates.

The Analyst role involves supporting platform operations, ensuring data integrity, managing client requests, and contributing to project execution for complex financial products.

The Product Data Specialist manages product documentation and data accuracy, collaborates across teams, maintains compliance logs, and contributes to process improvements.

Lead sales efforts for an annuity platform, expand market reach, build relationships with distributors, and collaborate with internal teams for client success.

The Sales Associate will manage and grow relationships with RIAs, support derivatives-based products, drive revenue growth, and contribute to a fast-growing platform.