Product Manager – Capital Markets

About Luma Financial Technologies

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.

About the role

Luma Financial Technologies is seeking an experienced Product Manager who excels at executing the Product Development Lifecycle (PDLC), managing multiple high-impact initiatives simultaneously, and partnering closely with business stakeholders across a dynamic capital-markets environment. This role requires strong organizational discipline, the ability to quickly reprioritize as situations evolve, and the judgment to balance near-term execution with longer-term objectives. 

The ideal candidate brings 7+ years of experience in structured products or alternative investments and understands the workflows of Financial Advisors, Bankers, Brokers, Wholesalers, Asset Managers, and Investment Banks. Experience working at a fintech platform, investment bank, asset manager, or similar capital-markets institution is essential. 

What you'll do

PDLC Execution & Delivery 

• Own end-to-end execution of the PDLC across discovery, design, development, QA, release, and post-launch evaluation. 
• Translate complex financial workflows into clear, detailed requirements, user stories, and acceptance criteria. 
• Manage multiple high-priority initiatives at once, ensuring each remains on track through structured planning and active communication. 
• Demonstrate strong flexibility and real-time reprioritization as new information, constraints, or business needs emerge. 
• Collaborate closely with Engineering to guide sprint planning, backlog refinement, and milestone management.
• Business Stakeholder Partnership 
• Act as the central liaison between business teams and engineering, ensuring alignment of priorities and clarity of requirements. 
• Partner with Sales, Trading, Operations, Issuers, Legal/Compliance, and Client Success to refine workflows and validate solutions. 
• Communicate evolving priorities clearly and adjust plans as market conditions or stakeholder needs shift. 
• Provide consistent updates on progress, risks, dependencies, and changes in scope. 
• Leveraging AI & Modern Product Tools 
• Use Figma’s AI design tools, Jira’s AI-enabled backlog and ticket-generation features, and other emerging technologies to accelerate discovery, documentation, and execution. 
• Employ AI to generate wireframes, user flows, test cases, release notes, and dependency analysis. 
• Identify additional tools that improve efficiency, reduce manual steps, and support scalable product operations. 

Capital Markets & Structured-Product Expertise 

• Apply deep subject-matter expertise to ensure the platform mirrors real-world structured-product workflows and market practices. 
• Understand the lifecycle of structured products from issuance to lifecycle events and secondary-market considerations. 
• Represent the workflow perspectives of advisors, issuers, bankers, distributors, and operations teams. 
• User Experience & Platform Quality 
• Partner with UX/design teams to ensure features support clean, intuitive, and compliant workflows. 
• Conduct UAT, support QA feedback loops, and validate feature readiness for deployment. 
• Improve dashboarding, reporting, and workflow efficiencies across advisor and issuer interfaces. 
• Operational & Support Alignment 
• Collaborate with Client Success to prioritize and resolve support issues with clear SLAs. 
• Develop product documentation, process materials, and release communications. 
• Ensure that new releases are smoothly adopted through clear training and stakeholder enablement. 
• Cross-Platform Coordination 
• Work across product lines to ensure unified standards, shared components, and scalable system design. 
• Identify upstream and downstream dependencies, proactively communicating their impact to teams and stakeholders. 

Qualifications

• 7+ years of experience in structured products, alternative investments, or related capital markets domains. 
• Experience at a fintech platform, investment bank, asset manager, or similar institution. 
• Demonstrated ability to manage multiple simultaneous initiatives while maintaining strong execution discipline. 
• Strong agility and adaptability with the ability to reprioritize quickly as situations evolve. 
• Skilled in PDLC execution with a proven track record of delivering complex software capabilities. 
• Strong command of Agile/Scrum methodologies and backlog management. 
• Excellent communication, organization, and cross-functional leadership skills. 
• Experience with Jira, Figma, and openness to adopting new AI-enabled productivity tools. 
• Experience working with issuers, advisors, or product-distribution partners. 
• Understanding of structured-product issuance systems, lifecycle processes, and compliance. 
• Background working in modular or multi-team product environments. 
• Familiarity with data analytics and reporting tools.