Strategic Account Executive (Insurance Solutions)
Luma Financial Technologies
About this role
Luma Financial Technologies is seeking a highly motivated Strategic Account Executive to drive revenue growth within the U.S. enterprise wealth management space. The role involves engaging with wealth firms like RIAs, trust companies, and private banks to sell fintech solutions, develop long-term strategic relationships, and expand existing accounts. The position requires deep industry expertise, a consultative approach, and the ability to navigate complex sales cycles.
Skills
About Luma Financial Technologies
lumafintech.comLuma 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.
About Luma Financial Technologies
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Luma Financial Technologies.
Salary
$60k – $200k
per year
More jobs at Luma Financial Technologies
Similar Jobs
Blackstone Private Wealth - Global Strategic Partnerships - Relationship Associate
Blackstone
Director, RIA Partnerships
Gridline
Senior Account Executive II, Advisors
Trust & Will
Associate, Wealth Management Solutions, EMEA
Ares Management
Blackstone Private Wealth - External Sales, Principal (Toronto)
Blackstone
Vice President, Partner Engagement (Private Wealth Partnerships)
Ares Management