RIA Relationship Manager — Structured Products & Growth

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

Job summary

Luma Financial Technologies seeks a Relationship Manager to serve as the day-to-day partner for its Registered Investment Adviser client franchise across the United States. The role focuses on existing RIA client success, platform experience, and expansion into new product lines.

Responsibilities include collaborating with sales, implementation, product, and engineering to onboard new clients, drive adoption of structured products and annuities, and support growth initiatives.

Qualifications

• Minimum 5+ years 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: independent and hybrid RIAs, multi-family offices, RIA aggregators and consolidators, OCIOs, and TAMPs.

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 every level of the client organization: CIOs, investment committees, research and due diligence teams, lead advisors, trading and operations, compliance, and firm leadership.
• Drive platform engagement by identifying under-used capabilities and leading training and re-engagement efforts for advisors and home-office teams.
• Help RIA clients integrate structured products and annuities into their model portfolios, custodial workflows, and fee-based advisory practices.

Skills

Relationship management

Client coverage

Structured products knowledge

US RIA network

Job description

Luma Financial Technologies seeks a Relationship Manager to serve as the day-to-day partner for its Registered Investment Adviser client franchise across the United States. The role focuses on existing RIA client success, platform experience, and expansion into new product lines.

Responsibilities include collaborating with sales, implementation, product, and engineering to onboard new clients, drive adoption of structured products and annuities, and support growth initiatives.