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.
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.
Responsibilities
Build and expand relationships with RIAs and other key partnersRepresent a global leader that transacts billions in notional value across sophisticated investmentsSell and support derivatives-based products through a consultative, relationship-driven approachPartner with internal teams to deliver exceptional client experiencesIdentify new opportunities and help drive revenue growthContribute to the continued expansion of a high-performing, fast-growing platformQualifications
Bachelor's degree in Finance, Business, or a related field preferred3+ years of sales or relationship management experience within financial services or insuranceStrong communication and interpersonal skillsProven ability to build and maintain professional relationshipsSeries 6 or 7 license preferred, but not required Read Less