Client Onboarding Manager - Insurance

Luma Financial Technologies, LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Luma Financial Technologies seeks a Client Onboarding Manager to lead onboarding for new distributor clients onto Luma’s advisor-facing platform.

You will serve as the primary liaison between clients and internal teams, ensuring a seamless, high-quality onboarding that sets the foundation for long-term client success. This role requires deep domain knowledge and strong project leadership.

Qualifications

• 5+ years of experience in the annuity and/or life insurance industry, preferably with experience at a distributor, carrier, or fintech platform.
• Exceptional client-facing skills with the ability to manage complex relationships and multiple stakeholders.
• Familiarity with CRM tools (e.g., Salesforce, Hubspot, Zoho) and project management software (e.g., Jira, Smartsheet, Coda).

Responsibilities

• Lead end-to-end onboarding for new Annuity and Life Insurance clients, managing timelines, deliverables, and expectations across all stakeholders.
• Develop and manage detailed project plans, onboarding documentation, and status reports tailored to each client’s structure and distribution model.
• Coordinate cross-functional teams including Product, Engineering, and Operations to ensure platform configuration aligns with client requirements.
• Proactively identify risks, remove obstacles, and escalate issues when necessary to ensure project success.
• Transition clients post-onboarding to the relationship management and client success teams for long-term support.

Skills

Client-facing

Project management

Stakeholder management

Communication

Tools

Salesforce

HubSpot

Zoho

Jira

Smartsheet

Coda

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 is seeking a Client Onboarding Manager with deep knowledge of the Annuity and Life Insurance industry to lead the implementation and onboarding process for new distributor clients onto Luma’s advisor-facing platform. In this role, you will serve as the primary liaison between clients and internal teams, ensuring a seamless, high-quality onboarding experience that sets the foundation for long-term client success.

What you’ll do

Client Onboarding & Project Management

• Lead end-to-end onboarding for new Annuity and Life Insurance clients, managing timelines, deliverables, and expectations across all stakeholders.
• Develop and manage detailed project plans, onboarding documentation, and status reports tailored to each client’s structure and distribution model.
• Coordinate cross-functional teams including Product, Engineering, and Operations to ensure platform configuration aligns with client requirements.
• Proactively identify risks, remove obstacles, and escalate issues when necessary to ensure project success.
• Transition clients post-onboarding to the relationship management and client success teams for long-term support.

Platform Training & Adoption

• Conduct platform demos, trainings, and workshops to educate client stakeholders across home office teams, operations, marketing, and financial advisors on platform capabilities and workflows.
• Serve as a subject matter expert on annuity and life insurance advisor workflows to guide client adoption and platform usage.
• Provide recommendations on best practices for configuration, workflow setup, and integration based on industry knowledge and client goals.

Platform Configuration & Implementation Support

• Ensure accurate setup of product configurations, marketing content, and in‑force policy integrations where applicable.
• Collaborate with internal technical teams to validate implementation requirements and support successful delivery.
• Maintain a high level of detail and quality control across all onboarding components.

Qualifications

• 5+ years of experience in the annuity and/or life insurance industry, preferably with experience at a distributor, carrier, or fintech platform.
• Strong understanding of the annuity and life insurance sales process, product types, and advisor workflows.
• Project management or implementation experience in a SaaS or fintech environment strongly preferred.
• Exceptional client‑facing skills with the ability to manage complex relationships and multiple stakeholders.
• Excellent communication and organizational skills, with an ability to manage competing priorities.
• Familiarity with CRM tools (e.g., Salesforce, Hubspot, Zoho) and project management software (e.g., Jira, Smartsheet, Coda).
• Ability to travel occasionally to client sites or industry events.