About Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit Luma’s website.
About the role
We’re looking for an energetic salesperson to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment. While specific product knowledge is beneficial, it is not required. Training will be provided. Success in this role depends on strong relationship-building skills, attention to detail, and the ability to manage multiple priorities effectively.
Please note: This is a full-time, on-site role based in Luma Financial Technologies' Cincinnati, OH office.
Responsibilities
- Build and expand relationships with RIAs and other key partners
- Represent a global leader that transacts billions in notional value across sophisticated investments
- Sell and support derivatives-based products through a consultative, relationship-driven approach
- Partner with internal teams to deliver exceptional client experiences
- Identify new opportunities and help drive revenue growth
- Contribute to the continued expansion of a high-performing, fast-growing platform
Qualifications
- Bachelor’s degree in Finance, Business, or a related field preferred
- 3+ years of sales or relationship management experience within financial services or insurance
- Strong communication and interpersonal skills
- Proven ability to build and maintain professional relationships
- Series 6 or 7 license preferred, but not required
Skills Required
- Bachelor's degree in Finance, Business, or a related field
- 3+ years of sales or relationship management experience within financial services or insurance
- Strong communication and interpersonal skills
- Proven ability to build and maintain professional relationships
- Series 6 or 7 license
What We Do
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
