RIA Relations & Derivatives Sales Executive

Luma Financial Technologies, LLC; Cincinnati (OH); On-site; USD 70,000 - 80,000; Full time

Job summary

Luma Financial Technologies, LLC is seeking a full-time salesperson in Cincinnati to manage and grow relationships with registered investment advisors (RIAs). The ideal candidate will have a finance or insurance background and demonstrate strong relationship-building skills.

Responsibilities include expanding key partnerships, selling derivatives-based products, and contributing to revenue growth. The role requires attention to detail and the ability to navigate a fast-paced environment. The salary range is $70,000 - $80,000 per year.

Qualifications

• 3+ years of sales or relationship management experience within financial services or insurance.
• Proven ability to manage multiple priorities effectively.
• Series 6 or 7 license preferred, but not required.

Responsibilities

• Build and expand relationships with RIAs and other key partners.
• Sell and support derivatives-based products through a consultative approach.
• Identify new opportunities and help drive revenue growth.

Skills

Strong communication and interpersonal skills

Ability to build and maintain professional relationships

Education

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

Job description

Luma Financial Technologies, LLC is seeking a full-time salesperson in Cincinnati to manage and grow relationships with registered investment advisors (RIAs). The ideal candidate will have a finance or insurance background and demonstrate strong relationship-building skills.

Responsibilities include expanding key partnerships, selling derivatives-based products, and contributing to revenue growth. The role requires attention to detail and the ability to navigate a fast-paced environment. The salary range is $70,000 - $80,000 per year.