RIA Relationship Manager, Structured Products

Luma Financial Technologies, LLC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Luma Financial Technologies, LLC is seeking a Relationship Manager to serve as the day-to-day partner for our Registered Investment Adviser client base across the United States. You will work with independent RIAs, hybrid RIAs, multi-family offices, and other channel partners to drive adoption of Luma’s structured products and annuity solutions.

You’ll collaborate with Sales, Investment Products, Implementation, and Engineering to ensure successful onboarding, ongoing client success, and

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 US RIA community.

Responsibilities

• Serve as the primary point of contact for a portfolio of live RIA clients across the United States.
• Ensure client success and partner with each firm on enhancing their platform experience.
• Build and maintain relationships at all levels of the client organization: CIOs, investment committees, research and due diligence teams, lead advisors, trading and operations, compliance, and firm leadership.
• Run a disciplined coverage cadence of check-ins and reviews; 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.
• Help RIA clients integrate structured products and annuities into their model portfolios and workflows.
• Assume ongoing relationship coverage for newly onboarded clients once they are live.
• Partner with sales to identify new RIA firms across the US and support discovery, demos, and product expertise.
• Collaborate with Implementation, Product, and Engineering for successful go-lives and ongoing usage.
• Support expansion into new product lines and adjacent wrappers with existing clients and prospects.

Skills

Relationship management

Client coverage

Sales

Business development

Structured products knowledge

Job description

Luma Financial Technologies, LLC is seeking a Relationship Manager to serve as the day-to-day partner for our Registered Investment Adviser client base across the United States. You will work with independent RIAs, hybrid RIAs, multi-family offices, and other channel partners to drive adoption of Luma’s structured products and annuity solutions.

You’ll collaborate with Sales, Investment Products, Implementation, and Engineering to ensure successful onboarding, ongoing client success, and