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About the Role
Luma is seeking a Relationship Manager to serve as the day-to-day partner for Registered Investment Adviser (RIA) client franchise across the United States. This role focuses on ensuring client success, enhancing platform experience, and supporting growth initiatives by partnering with sales and investment products teams.
Responsibilities
- Serve as the primary point of contact for a portfolio of Luma’s live RIA clients across the United States.
- Ensure client success and partner with each firm 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.
- Help RIA clients integrate structured products and annuities into their model portfolios, custodial workflows, and fee-based advisory practices.
- Assume ongoing relationship coverage for newly onboarded clients once they are live.
- Partner with Luma’s sales leads to identify new RIA firms across the US.
- Leverage existing relationships and channel 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 and annuity creation, distribution, and lifecycle tracking.
- Collaborate with sales and investment products teams to extend Luma’s footprint beyond structured notes into annuities, asset management products, OTC derivatives, and adjacent wrappers.
- Monitor RIA industry trends to inform Luma’s channel engagement strategy.
- Provide structured feedback to Product and Engineering teams, representing RIA channel 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, custodian conferences, and client meetings across the country.
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 US RIA community: independent and hybrid RIAs, multi-family offices, RIA aggregators and consolidators, OCIOs, and TAMPs.
- Applicants must be legally authorized to work in the United States without current or future sponsorship.
- 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.
Skills
- Structured products expertise
- Established relationships across the US RIA community
- Credibility to be effective in investment, operational, and platform conversations with fiduciary advisors
- Client Relationship Management
- Structured products
- Derivatives
- Alternative investments
- Payoff structures
- Pricing mechanics
- Trade workflow from RFQ through maturity
- RIA community network
- Sales
- Business development
- Platform demos
- Client discovery
- Product roadmap discussions
- Marketing campaigns
- Event representation
Location
- United States
Work Type
- Full-time
Experience Level
- 5+ years
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.