Teams at Luma Financial Technologies

Manage relationships with Luma’s RIA clients, drive platform adoption, support structured products and annuity workflows, and coordinate onboarding and client success. Partner with sales, product, engineering, implementation, and marketing teams to expand the platform across RIAs, multi-family offices, OCIOs, and TAMPs. Represent Luma at industry events and provide feedback on product strategy and RIA market trends.

Lead Luma’s European expansion in the structured notes market by winning distribution clients, managing complex enterprise software sales cycles, building distributor and issuer relationships, forecasting pipeline, and partnering cross-functionally on integrations, onboarding, client success, and product development. The role requires deep structured products expertise, established European market relationships, regulatory familiarity, and regular travel across Europe.

Lead Luma’s expansion and revenue growth in Canada’s structured notes market. Responsibilities include winning distribution clients, building relationships with Canadian issuers and investment dealers, managing the sales pipeline, representing Luma at industry events, supporting client onboarding, and providing market feedback to product and technology teams. The role requires a strong Canadian structured products network and deep knowledge of structured notes, pricing, lifecycle events, and trade workflows.