LatAm Relationship Manager, Structured Products

Luma Financial Technologies, LLC

New York (NY)

On-site

USD 110,000 - 150,000

Full time

5 days ago
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Job summary

Luma Financial Technologies is seeking a Relationship Manager to serve as the day-to-day partner for our client franchise across Latin America. This buy-side coverage role focuses on existing clients—ensuring success and collaborating with desks to enhance the platform experience, while supporting growth initiatives across new markets and product lines.

You will work with Sales, Implementation, Product, and Engineering to drive adoption, live onboarding, and end-to-end lifecycle tracking for

Qualifications

  • 5+ years in relationship management, client coverage, sales, or business development within structured products, derivatives, or alternative investments.
  • Strong 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.

Responsibilities

  • Serve as the primary point of contact for a portfolio of Luma’s live clients across Latin America and 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.
  • Run a disciplined coverage cadence of check-ins, business reviews, and adoption discussions; take ownership of client issues with urgency and close the loop.
  • Drive platform engagement by identifying under-used capabilities and leading training and re-engagement efforts.
  • Assume ongoing relationship coverage for newly onboarded clients once they are live.

Skills

Structured products
Relationship management
Client coverage
Sales
Cross-functional collaboration

Education

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

Job description

Luma Financial Technologies is seeking a Relationship Manager to serve as the day-to-day partner for our client franchise across Latin America. This buy-side coverage role focuses on existing clients—ensuring success and collaborating with desks to enhance the platform experience, while supporting growth initiatives across new markets and product lines.

You will work with Sales, Implementation, Product, and Engineering to drive adoption, live onboarding, and end-to-end lifecycle tracking for

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