
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.
🔥 13 hours 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 European expansion strategy and drive revenue growth in the structured notes market • Identify, pursue, and win distribution clients across Europe, including private banks, wealth managers, asset managers, family offices, and other note distributors • Build and manage a qualified prospect pipeline with disciplined forecasting • Set commercial priorities by market and segment • Own the full enterprise software sales cycle from prospecting and qualification through demonstrations, RFPs, negotiation, contracting, and onboarding handover • Navigate multi-stakeholder buying processes across front office, trading, IT, operations, risk, compliance, and procurement • Manage sales cycles typically lasting 6–18 months, including proofs of concept or pilots • Scope integrations with clients’ booking, core banking, and order management systems • Deepen relationships with buy-side distributors and structured notes issuers active in Europe • Serve as the interface between European clients and the Luma team • Champion Luma’s multi-issuer, independent platform approach • Monitor European market dynamics, product innovation, and regulatory developments • Represent Luma at industry events, conferences, and client forums across Europe • Partner with regional client management and service teams on ongoing account management and service • Collaborate with Product, Technology, Operations, and other teams to ensure onboarding and client success • Provide European client feedback to inform product development, platform enhancements, and workflow priorities
• 7+ years of experience in structured products sales, distribution, or relationship management, and/or software sales to financial institutions • Proven track record of selling software or technology platforms to banks, wealth managers, or other financial institutions • Experience leading complex sales cycles with formal procurement through to close • Strong working knowledge of structured products, including payoff structures, pricing mechanics, lifecycle events, and trade workflow from RFQ through maturity • Extensive relationships across European buy-side distributors of notes, including private banks, wealth managers, external and independent asset managers, and family offices • Familiarity with European regulatory requirements, including MiFID II, PRIIPs/KID, and FinSA in Switzerland • Knowledge of capital-protected notes, reverse convertibles, autocallables, and tracker certificates • Exceptional communication skills • Fluency in English required; German, Swiss German, French, and/or Italian are a strong plus • Bachelor’s degree in Business, Finance, Economics, or a related field • Willingness to travel regularly across Europe • Must be legally authorized to work in the United States without current or future sponsorship • CFA, CAIA, CISI, or other relevant industry designations are a plus
• Willingness to travel regularly across Europe for client meetings and industry events • Access to Luma’s structured notes platform and fintech technology environment
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