Business Development Representative

Luma Financial Technologies, LLC; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Luma Financial Technologies, a fintech leader, seeks a Business Development Representative to drive new pipeline for our sales organization. This role targets broker/dealers, RIAs, banks, and other financial institutions that benefit from Luma's platform for structured products and capital markets investments.

You will research target accounts, run outbound outreach via phone, email, LinkedIn, and events, qualify opportunities, and hand off well-prepared leads to our Sales team.

Qualifications

• 1–3 years of sales, business development, or relationship management experience in financial services or insurance
• Bachelor's degree in Finance, Business, or related field preferred
• Strong written and verbal communication and interpersonal skills
• Self-motivated, resilient, and goal-driven with strong organization and attention to detail
• Ability to manage multiple priorities in a fast-moving environment

Responsibilities

• Research target accounts and build lists across RIAs, broker/dealers, banks, and other distributors
• Run outbound outreach via phone, email, LinkedIn, and events to generate qualified meetings
• Respond promptly to inbound leads and inquiries from webinars and campaigns
• Qualify prospects and hand off opportunities to Sales with clear documentation
• Maintain accurate CRM records and participate in pipeline reviews

Skills

Interpersonal skills

Written communication

Verbal communication

Organizational skills

Time management

Finance industry knowledge

Education

Bachelor's degree in Finance, Business, or related field

Tools

Salesforce

HubSpot

Outreach

LinkedIn Sales Navigator

Job description

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 Fintech is seeking a Business Development Representative (BDR) to drive new pipeline for our sales organization. This role sits at the front of the sales process, identifying and engaging prospective broker/dealers, RIA firms, banks, and other financial institutions that can benefit from Luma's multi-issuer, multi-product platform for structured products, annuities, life insurance, and other capital markets-based investments.

You will research target accounts, run outbound outreach, qualify opportunities, and hand off well-prepared leads to our Sales team. Working closely with Sales leadership, Marketing, and Client Success, you will help shape how Luma grows its distribution relationships. Training on our platform and products will be provided.

This is a high-energy, high-growth role for a motivated early-career professional who enjoys building relationships and thrives in a fast-paced, opportunity-rich environment. A background or interest in financial services or insurance is a strong plus; specific product knowledge is not required

What you'll own

• Research and build target account and contact lists across RIAs, broker/dealers, banks, and other financial distributors
• Run consistent outbound outreach via phone, email, LinkedIn, and event follow-up to generate qualified meetings
• Respond promptly to inbound leads and inquiries from webinars, events, and marketing campaigns

Qualification & Handoff

• Qualify prospects against defined criteria, including need, authority, and timing, and document findings clearly
• Schedule discovery calls and demos and hand off well-prepared opportunities to Sales
• Maintain accurate, up-to-date records of all activity, contacts, and pipeline status in our CRM

Market & Product Knowledge

• Learn the Luma platform, including product creation, education resources, order entry, and post-trade management, to speak credibly with prospects
• Stay current on the structured products, annuities, life insurance, and capital markets landscape, and on competitors
• Share prospect feedback and market insights with Sales, Product, and Marketing
• Work cross-functionally with Sales, Marketing, Client Success, and Product teams
• Meet or exceed activity, meeting, and pipeline targets, and participate in regular pipeline reviews and coaching
• Represent Luma professionally as a global leader in structured products technology

Qualifications

Required

• 1-3 years of sales, business development, or relationship management experience (internships count), ideally within financial services or insurance
• Bachelor's degree in Finance, Business, or a related field preferred
• Strong written and verbal communication and interpersonal skills
• Proven ability to build and maintain professional relationshipsSelf-motivated, resilient, and goal-driven, with strong organization and attention to detail
• Ability to manage multiple priorities in a fast-moving environment

Preferred

• Familiarity with financial advisors, RIAs, broker/dealers, structured products, annuities, or derivatives
• Experience with CRM and sales engagement tools (e.g., Salesforce, HubSpot, Outreach, LinkedIn Sales Navigator)
• Series 7 and/or Series 63 (or willingness to obtain), though not required
• Prior outbound prospecting, SDR, or BDR experience

Luma Financial Technologies is unable to sponsor work visas or provide employment-based immigration sponsorship for this position, now or in the future. 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.