Teams at Luma Financial Technologies

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.

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.

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.