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About the Role
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 focused on ensuring client success and supporting firm growth initiatives, including expansion into new markets and product lines.
Responsibilities
- 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.
- 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.
- 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 management products, OTC derivatives, and adjacent wrappers.
- Monitor LatAm market trends and regulatory developments to inform Luma’s regional engagement strategy.
- Provide structured feedback to Product and Engineering teams, representing LatAm market requirements in roadmap discussions.
- Partner with Marketing on campaigns, events, and client-facing initiatives.
- Collaborate with sales efforts to ensure a robust and accurate pipeline.
- Represent Luma at industry events, conferences, and client meetings across the region.
Requirements
- 5+ years of experience in relationship management, client coverage, sales, or business development within structured products, derivatives, or alternative investments.
- Strong working knowledge of structured products: payoff structures, pricing mechanics, and the trade workflow from RFQ through maturity.
- Established network across the Latin American structured products market: private banks, broker/dealers, independent advisory firms, family offices, and institutional desks.
- Direct familiarity with the LatAm market landscape, including Brazil, Mexico, the Andean and Southern Cone markets, and the offshore centers serving the region.
- Exceptional communication and presentation skills; credible with senior stakeholders and technical desks alike.
- Ability to collaborate with cross-functional teams in a fast-paced fintech environment.
- Willingness to travel across the region.
- Applicants must be legally authorized to work in the United States without current or future sponsorship.
Skills
- Structured products expertise
- Established relationships across the Latin American market
- Commercial conversations
- Product conversations
- Platform conversations
- Client Relationship Management
- Platform enhancement
- Platform engagement
- Sales support
- Market knowledge
- Client discovery
- Platform demos
- Structured products expertise
- Client onboarding
- Product development collaboration
- Market trend monitoring
- Regulatory development monitoring
- Cross-functional collaboration
- Communication skills
- Presentation skills
- Spanish or Portuguese fluency (significant advantage)
Location
- Latin America
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor’s degree in Finance, Economics, Business, or a related field.
About the Company
- Luma Financial Technologies is unable to sponsor work visas or provide employment-based immigration sponsorship for this position, now or in the future.
Equal Opportunity
- Any misrepresentation, including regarding work authorization or sponsorship needs during the application or interview process will result in disqualification from consideration for this role or termination of employment.