Relationship Manager, Latin America

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 .

Luma is seeking a Relationship Manager to serve as the day to day partner for our client franchise across Latin America. This is a buy-side coverage role: your clients are the private banks, broker/dealers, multi-family offices, independent advisory firms, and institutional desks that use Luma to research, price, trade, and manage products.

The primary focus of this role is Luma’s existing client base: ensuring client success and partnering with each desk on enhancing their platform experience. Alongside that, the role supports the firm’s growth initiatives. Working with our sales and investment products teams, you will help new institutions adopt the platform for end-to-end structured products creation, distribution, and lifecycle tracking, and support Luma’s expansion into new markets and new product lines including asset management products and OTC derivatives.

Successful candidates bring structured products expertise, established relationships across the Latin American market, and the credibility to be effective in a commercial, product, and platform conversations.

• Serve as the primary point of contact for a portfolio of Luma’s live clients across Latin America and the offshore centers serving the region.
• Ensure client success and partner with each desk on enhancing their platform experience.
• Build and maintain relationships at every level of the client organization: structured products desks, product and platform owners, advisors, operations, and management.
• Run a disciplined coverage cadence of check-ins, business reviews, and adoption discussions; take ownership of client issues with urgency and close the loop.
• Drive platform engagement by identifying under-used capabilities and leading training and re-engagement efforts.
• Assume ongoing relationship coverage for newly onboarded clients once they are live.

• Partner with Luma’s sales leads to identify new logos across Latin America, leveraging existing relationships and market knowledge to reach the right decision-makers.
• Support the commercial process with client discovery, platform demos, and structured products expertise alongside sales leads.
• Partner with Implementation, Product, and Engineering so new clients go live successfully and efficiently.
• Help newly onboarded clients reach steady state use of the platform for end-to-end structured products creation, distribution, and lifecycle tracking.

• Collaborate with sales and investment products teams to extend Luma’s footprint beyond structured notes into asset…