Luma Financial Technologies

HQ
Cincinnati
Total Offices: 3
102 Total Employees
Year Founded: 2018

Luma Financial Technologies Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Provides family medical leave

Offers generous parental leave

Offers performance bonuses

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides military leave

Provides paid holidays

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Company Culture

Offers a remote work program

Provides free snacks and drinks

Offers legal assistance

Offers travel concierge services

Offers diversity-based Employee Resource Groups

16 Days AgoSaved
Hybrid
2 Locations
Fintech • Software • Financial Services
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.
Fintech • Software • Financial Services
Manage relationships with Luma’s Latin American client portfolio, driving platform adoption, client success, training, and ongoing coverage. Support new client acquisition through discovery, demos, and structured products expertise. Collaborate with sales, product, engineering, implementation, and marketing teams to expand into new markets and products, including asset management and OTC derivatives. Monitor regional trends, represent Luma at industry events, and provide market feedback to product teams.
16 Days AgoSaved
In-Office or Remote
3 Locations
Fintech • Software • Financial Services
Lead strategic sales and business development for Luma’s life insurance platform across U.S. broker-dealers, banks, BGAs, and IMOs. Responsibilities include winning enterprise clients, managing distributor relationships, negotiating commercial agreements, supporting onboarding, identifying market opportunities, monitoring industry trends, and informing product strategy. The role requires strong knowledge of life insurance products and distribution channels, senior stakeholder influence, and the ability to drive insurance flows and platform adoption.