Strategic Account Executive (Insurance Solutions)

Luma Financial Technologies

23 days ago

Cincinnati, OH

Onsite

Full Time

Senior

0 applicants

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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.com

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.