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RIA Sales Associate at Luma Financial Technologies
Cincinnati, Ohio, United States -
Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

0.0

Posted On

15 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship Building, Communication, Sales, Client Management, Attention to Detail, Organizational Skills, Proactivity, Collaboration

Industry

Financial Services

Description
About the Role We’re looking for an energetic salesperson to join our team in Cincinnati, OH to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment. While specific product knowledge is beneficial, it is not required. Training will be provided. Success in this role depends on strong relationship-building skills, attention to detail, and the ability to manage multiple priorities effectively. What We’re Looking For A professional who builds trust easily and communicates effectively. You’re confident in client-facing settings, organized in managing follow-ups, and proactive in pursuing opportunities. You value collaboration and take initiative, working effectively both independently and in person with the team in our Cincinnati office. Please note: This position is a full-time, in person role in our Cincinnati, OH office with potential for 4 days per week in office once fully integrated. 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 Qualifications Bachelor’s degree in Finance, Business, or a related field preferred 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 Series 6 or 7 license preferred, but not required
Responsibilities
Build and expand relationships with registered investment advisors (RIAs) and other key partners. Identify new opportunities and help drive revenue growth through a consultative, relationship-driven approach.