Sales Associate

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

Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting‑edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy‑side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end‑to‑end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post‑trade management. By prioritizing transparency and ease of use, Luma is a multi‑issuer, multi‑wholesaler, and multi‑product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit Luma’s website.

About the role

We’re looking for an energetic salesperson to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast‑paced, opportunity‑rich environment. While specific product knowledge is beneficial, it is not required. Training will be provided. Success in this role depends on strong relationship‑building skills, attention to detail, and the ability to manage multiple priorities effectively.

Please note: This is a full‑time, on‑site role based in Luma Financial Technologies' Cincinnati, OH office.

Responsibilities

• Build and expand relationships with RIAs and other key partners
• Represent a global leader that transacts billions in notional value across sophisticated investments
• Sell and support derivatives‑based products through a consultative, relationship‑driven approach
• Partner with internal teams to deliver exceptional client experiences
• Identify new opportunities and help drive revenue growth
• Contribute to the continued expansion of a high‑performing, fast‑growing platform

Qualifications

• Bachelor’s degree in Finance, Business, or a related field preferred
• 3+ years of sales or relationship management experience within financial services or insurance
• Strong communication and interpersonal skills
• Proven ability to build and maintain professional relationships
• Series 6 or 7 license preferred, but not required

The pay range for this role is:

70,000 - 80,000 USD per year (Cincinnati)