
51 - 200 employees
Founded 2018
💼 Consulting
🛡️ Insurance
💳 Fintech
💰 $30.1M Venture Round on 2021-12
Consulting • Insurance • Fintech
Luma Financial Technologies is a company that focuses on providing financial technology solutions. Their services aim to enhance the efficiency and effectiveness of financial operations, making it easier for businesses to manage their financial processes.
🔥 1 minute ago
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51 - 200 employees
Founded 2018
💼 Consulting
🛡️ Insurance
💳 Fintech
💰 $30.1M Venture Round on 2021-12
Consulting • Insurance • Fintech
Luma Financial Technologies is a company that focuses on providing financial technology solutions. Their services aim to enhance the efficiency and effectiveness of financial operations, making it easier for businesses to manage their financial processes.
• Lead execution of Luma’s Canada expansion strategy and drive revenue growth in the Canadian structured notes market • Identify, pursue, and win new distribution clients across Canada, including independent and bank-owned investment dealers, advisors, family offices, and other notes distributors • Build the prospect pipeline, drive sales efforts, and set commercial priorities • Deepen and expand relationships across buy-side independent broker dealers • Develop and maintain relationships with Canadian structured notes issuers • Coordinate issuer-related initiatives with Luma’s head of issuer relations • Serve as the interface between Canadian partners and the Luma team • Champion Luma’s multi-issuer, independent platform approach with Canadian structured notes distributors • Monitor Canadian market dynamics, product innovation, and regulatory developments to refine positioning • Represent Luma at industry events, conferences, and client forums • Partner with the Americas Bank and Broker Dealer team on ongoing client management and service for live Canadian accounts • Work with Product, Technology, Operations, and other teams to ensure smooth onboarding and client success, including Canada-specific platform requirements • Provide actionable Canadian client feedback to inform product development, platform enhancements, and workflow priorities
• 5+ years of experience in structured products sales, distribution, or relationship management • Strong working knowledge of structured products, including payoff structures, pricing mechanics, lifecycle events, and trade workflow from RFQ through maturity • Extensive relationships across buy-side distributors of notes in Canada, including independent broker dealers, bank-owned and independent investment dealers, and family offices • Relationships with Canadian structured notes issuers are a significant advantage • Familiarity with the Canadian market landscape, including CIRO-registered dealers and distribution of principal protected notes, market-linked GICs, and autocallable structures • Exceptional communication skills • Bachelor’s degree in Business, Finance, Economics, or a related field • Canadian Securities Course (CSC) or other industry designations a plus • Legally authorized to work in the United States without current or future sponsorship • Luma cannot sponsor work visas or provide employment-based immigration sponsorship
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