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Luma Financial Technologies
Luma Financial Technologies is seeking a Relationship Manager to serve as the day-to-day partner for its Registered Investment Adviser (RIA) client franchise across the United States. This buy-side coverage role focuses on ensuring client success, enhancing platform experience, and supporting firm growth initiatives through collaboration with sales and investment products teams. The position involves driving platform engagement, assisting with new client adoption, and contributing to market and product expansion efforts.
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.
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