Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities.
Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs.
Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.

Luma Financial Technologies

Browse and apply for open jobs at Luma Financial Technologies.

sales

Luma Financial Technologies is a company that focuses on providing financial technology solutions. Their services aim to enhance the efficiency and effectiveness of financial operations, making it easier for businesses to manage their financial processes.

Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.

• Lead execution of Luma’s Canada expansion strategy and drive revenue growth in the Canadian structured notes market
• Identify, pursue, and win new distribution clients across Canada, including independent and bank-owned investment dealers, advisors, family offices, and other notes distributors
• Build the prospect pipeline, drive sales efforts, and set commercial priorities
• Deepen and expand relationships across buy-side independent broker dealers
• Develop and maintain relationships with Canadian structured notes issuers
• Coordinate issuer-related initiatives with Luma’s head of issuer relations
• Serve as the interface between Canadian partners and the Luma team
• Champion Luma’s multi-issuer, independent platform approach with Canadian structured notes distributors
• Monitor Canadian market dynamics, product innovation, and regulatory developments to refine positioning
• Represent Luma at industry events, conferences, and client forums
• Partner with the Americas Bank and Broker Dealer team on ongoing client management and service for live Canadian accounts
• Work with Product, Technology, Operations, and other teams to ensure smooth onboarding and client success, including Canada-specific platform requirements
• Provide actionable Canadian client feedback to inform product development, platform enhancements, and workflow priorities

Sales Director

Sales Director expanding Luma’s fintech platform for Canadian structured-notes distributors. Driving client acquisition, issuer relationships, market positioning, and account growth.

Luma Financial Technologies

About the company

Open jobs

1 jobs found

Sales Director

Luma Financial Technologies