Luma Financial Technologies · 3 months ago
Strategic Account Executive (Insurance Solutions)
Cincinnati, OH
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expLuma Financial Technologies is a pioneering fintech company that provides a customizable technology platform for financial teams. They are seeking a Strategic Account Executive to drive revenue growth by acquiring new enterprise clients and expanding existing relationships in the wealth management space.
BankingFinancial ServicesFinTechRetail
Responsibilities
Own the full sales cycle from prospecting to contract execution, targeting RIAs, Dually Registered (aka “Hybrid”) firms, Trust Companies, and Private Banks with AUM that ranges from $300M - $3T
Develop and execute account strategies that align with clients' business objectives and technology needs
Engage C-suite and senior decision-makers to drive urgency and demonstrate business impact
Identify and close expansion opportunities within existing clients by introducing new product offerings and modules
Partner with Relationship Managers and Customer Success to map client needs to additional solutions
Execute multi-threaded sales strategies to drive cross-sell and upsell growth
Position yourself as a strategic advisor by understanding enterprise wealth firms’ challenges and demonstrating how our solutions create measurable business outcomes
Lead high-impact executive engagements, including business case development and enterprise transformation discussions
Build long-term relationships with key decision-makers and influencers across wealth firms
Use a consultative sales methodology to uncover client pain points, align solutions, and drive urgency
Navigate complex procurement cycles, including compliance, legal, and IT approvals
Coordinate with internal teams (product, channel leadership, marketing, legal, finance) to ensure seamless deal execution
Build and maintain a strong pipeline of enterprise prospects through targeted prospecting, networking, and industry engagement
Partner with marketing to develop and refine messaging, thought leadership content, and demand generation initiatives tailored to enterprise wealth firms
Attend and participate in key industry events and conferences to expand reach and establish thought leadership
Consistently achieve and exceed quota for new business (Land) and upsell (Expand) revenue targets
Accurately forecast deals and manage pipeline health through CRM discipline
Provide market intelligence and competitive insights to help refine product positioning and GTM strategy
Consistently gathers and inputs accurate commercial and operational details—including volume commitments, start dates, implementation milestones, and usage assumptions—ensuring revenue recognition aligns with client go-live and adoption timelines, and enabling reliable ARR forecasting
Qualification
Required
Deep domain expertise in U.S. Enterprise Wealth Management, with proven experience selling SaaS and fintech solutions to: RIAs, Dually Registered (BD + RIA) firms, Trust Companies, and Private Banks
Demonstrated success selling or positioning annuities and life insurance solutions into enterprise wealth and advisory firms
10+ years of enterprise fintech sales experience, with a strong track record of exceeding quota
Proven ability to close high-value deals ($50K-$2M+ ACV/ACV) with short-to-medium sales cycles (3-9 months)
Expertise in consultative selling methodologies, using MEDDIC/MEDDPIC
Strong executive presence and ability to engage and influence C-suite stakeholders
Exceptional relationship-building and strategic account planning skills
Experience working cross-functionally with product, marketing, and customer success teams to drive account growth
Ability to travel for client meetings, industry events, and internal team engagements
Company
Luma Financial Technologies
Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system.
51-200 employees
H1B Sponsorship
Luma Financial Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (2)
2022 (5)
2021 (1)
2020 (7)
Funding
Current Stage
Growth StageTotal Funding
$100.1MKey Investors
Sixth Street
2025-04-16Series C· $63M
2021-12-20Series Unknown· $30.07M
2020-05-13Series Unknown· $7.03M
Leadership Team
Timothy J. Bonacci
President & CEO
Bob Jenkins
Chief Financial Officer
Recent News
2025-12-03
FF News | Fintech Finance
2025-11-23
Company data provided by crunchbase