Sales Associate

Overview

Founded in 2018, Luma Financial Technologies (Luma) has a fintech platform adopted by broker/dealer firms, RIAs, and private banks worldwide. The platform enables investment teams to learn about, research, purchase, and manage alternative investments and annuities, with end-to-end process support including education resources, creation and pricing of custom structured products, electronic order entry, and post-trade management. Luma is multi-issuer, multi-wholesaler, and multi-product, with offices in Cincinnati, OH;
New York, NY;
Miami, FL;
Zurich, Switzerland; and Lisbon, Portugal.

We’re looking for an energetic salesperson to join our team in Cincinnati to 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 thriving in a fast-paced, opportunity-rich environment. Training will be provided. Success 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.

• 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

• 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