Head of Sales leading five account executives across Canadian territories. Driving insurance analytics revenue through coaching, consultative selling, and strategic account growth at Verisk.
About the role
- Sales Director expanding Luma’s fintech platform for Canadian structured-notes distributors. Driving client acquisition, issuer relationships, market positioning, and account growth.
Responsibilities
- 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
Requirements
- 5+ years of experience in structured products sales, distribution, or relationship management
- Strong working knowledge of structured products, including payoff structures, pricing mechanics, lifecycle events, and trade workflow from RFQ through maturity
- Extensive relationships across buy-side distributors of notes in Canada, including independent broker dealers, bank-owned and independent investment dealers, and family offices
- Relationships with Canadian structured notes issuers are a significant advantage
- Familiarity with the Canadian market landscape, including CIRO-registered dealers and distribution of principal protected notes, market-linked GICs, and autocallable structures
- Exceptional communication skills
- Bachelor’s degree in Business, Finance, Economics, or a related field
- Canadian Securities Course (CSC) or other industry designations a plus
- Legally authorized to work in the United States without current or future sponsorship
- Luma cannot sponsor work visas or provide employment-based immigration sponsorship
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