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© All Rights Reserved. ApplyBlast.com
Luma Financial Technologies
The Client Relationship Manager Associate supports EMEA private bank and wealth management clients at the intersection of finance and technology. This client-facing role involves building relationships, managing platform operations, ensuring data integrity, and providing product feedback to drive successful adoption of Luma's fintech solutions. The position requires collaboration with cross-functional teams across multiple regions to deliver accurate service and enhance the platform.
Headquarters
Cincinnati, Ohio, United States
Company Size
51-200 employees
Founded
2018
Luma Financial Technologies is a fintech platform that helps users learn about, compare, and manage structured products, capital-alternatives, annuities, and life insurance. The service combines educational content, product comparison tools, and management features to simplify discovery and selection of complex insurance and structured-finance offerings for financial advisors and individual investors. Available in multiple languages, Luma emphasizes clear analytics and workflow support to streamline product evaluation, distribution, and portfolio oversight.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Luma Financial Technologies.
Luma Financial Technologies didn’t post a salary, so this is our estimate from similar listings.
3% above the average for this role
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