RIA Sales Associate jobs in United States
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Luma Financial Technologies · 1 week ago

RIA Sales Associate

positionCincinnati, OH
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Luma Financial Technologies is a fintech company that provides a customizable technology platform for financial teams. They are seeking an energetic salesperson to manage and grow relationships with registered investment advisors, focusing on driving business and building strong partnerships.

BankingFinancial ServicesFinTechRetail
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H1B Sponsor Likelynote
Hiring Manager
Sania M.
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Responsibilities

Build and expand relationships with RIAs and other key partners
Represent a global leader that transacts billions in notional value across sophisticated investments
Sell and support derivatives-based products through a consultative, relationship-driven approach
Partner with internal teams to deliver exceptional client experiences
Identify new opportunities and help drive revenue growth
Contribute to the continued expansion of a high-performing, fast-growing platform

Qualification

Sales experienceRelationship managementFinance knowledgeInsurance knowledgeManage prioritiesSeries 67 licenseCommunication skillsInterpersonal skillsAttention to detail

Required

3+ years of sales or relationship management experience within financial services or insurance
Strong communication and interpersonal skills
Proven ability to build and maintain professional relationships

Preferred

Bachelor's degree in Finance, Business, or a related field preferred
Series 6 or 7 license preferred, but not required

Company

Luma Financial Technologies

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Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system.
dateFounded in 2018
location
Cincinnati, Ohio, USA
people-size51-200 employees
web-link
https://lumafintech.com/

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 Stage
Total Funding
$100.1M
Key Investors
Sixth Street
2025-04-16Series C· $63M
2021-12-20Series Unknown· $30.07M
2020-05-13Series Unknown· $7.03M

Leadership Team

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Timothy J. Bonacci
President & CEO
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Bob Jenkins
Chief Financial Officer
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Recent News

Morningstar.com
Luma Financial Technologies to Power InspereX Structured Note Distribution for RIAs
2025-12-03
Morningstar.com
InspereX Launches Aria: Accelerated RIA Investment Access A One-Stop Diversification Destination for RIAs
2025-12-03
FF News | Fintech Finance
BlackRock Aladdin Adds Luma Structured Product Data to the Aladdin Wealth™ Platform
2025-11-23
Company data provided by crunchbase