LatAm Relationship Manager for Fintech Platform Growth

Luma Financial Technologies, LLC; Miami (FL); On-site; USD 140,000 - 210,000; Full time

Job summary

Luma Financial Technologies is seeking a Relationship Manager to serve as the day-to-day partner for its client franchise across Latin America. This buy-side coverage role focuses on private banks, broker/dealers, multi-family offices, and institutional desks that use Luma to research, price, trade, and manage products.

Successful candidates bring structured products expertise and established LatAm relationships, with credibility across commercial, product, and platform conversations.

Qualifications

• 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 Latin American structured products market: private banks, broker/dealers, independent advisory firms, family offices, and institutional desks.
• Direct familiarity with the LatAm market landscape, including Brazil, Mexico, the Andean and Southern Cone markets, and the offshore centers serving the region.
• Professional fluency in Spanish or Portuguese is a significant advantage.

Responsibilities

• Serve as the day-to-day partner for our client franchise across Latin America and the offshore centers serving the region.
• Ensure client success and partner with each desk on enhancing their platform experience.
• Build and maintain relationships at every level of the client organization: structured products desks, product and platform owners, advisors, operations, and management.
• Drive platform engagement by identifying under-used capabilities and leading training and re-engagement efforts.
• Partner with Sales, Implementation, Product, and Engineering so new clients go live successfully and efficiently.
• Represent Luma at industry events, conferences, and client meetings across the region.

Skills

Relationship management

Sales

Business development

Client coverage

Communication skills

Presentation skills

Education

Bachelor’s degree in Finance, Economics, Business, or a related field

Tools

CRM systems

Job description

Luma Financial Technologies is seeking a Relationship Manager to serve as the day-to-day partner for its client franchise across Latin America. This buy-side coverage role focuses on private banks, broker/dealers, multi-family offices, and institutional desks that use Luma to research, price, trade, and manage products.

Successful candidates bring structured products expertise and established LatAm relationships, with credibility across commercial, product, and platform conversations.