Relationship Manager, Latin America

Luma Financial Technologies•Miami, FL

About The Position

Luma is seeking a Relationship Manager to serve as the day-to-day partner for its client franchise across Latin America. This buy-side coverage role primarily focuses on supporting existing clients, including private banks, broker/dealers, multi-family offices, independent advisory firms, and institutional desks that use Luma to research, price, trade, and manage products. The Relationship Manager ensures client success and works with each desk to improve its platform experience. The role also supports company growth initiatives. In partnership with sales and investment products teams, the Relationship Manager helps new institutions adopt Luma’s platform for end-to-end structured products creation, distribution, and lifecycle tracking. The role contributes to expansion into new markets and product lines, including asset management products and OTC derivatives. Successful candidates bring structured products expertise, established Latin American market relationships, and credibility in commercial, product, and platform discussions.

Requirements

At least 5 years of experience in relationship management, client coverage, sales, or business development within structured products, derivatives, or alternative investments.
Strong working knowledge of structured products, including payoff structures, pricing mechanics, and the trade workflow from RFQ through maturity.
Established network across the Latin American structured products market, including private banks, broker/dealers, independent advisory firms, family offices, and institutional desks.
Direct familiarity with the Latin American market landscape, including Brazil, Mexico, the Andean and Southern Cone markets, and offshore centers serving the region.
Exceptional communication and presentation skills, with credibility among senior stakeholders and technical desks.
Ability to collaborate with cross-functional teams in a fast-paced fintech environment and willingness to travel across the region.
Bachelor’s degree in Finance, Economics, Business, or a related field.
Must be legally authorized to work in the United States without current or future employment-based immigration sponsorship.

Nice To Haves

Professional fluency in Spanish or Portuguese.
Experience with asset management products or OTC derivatives.

Responsibilities

Serve as the primary point of contact for a portfolio of Luma’s live clients across Latin America and the offshore centers serving the region.
Ensure client success and partner with each desk to enhance its platform experience.
Build and maintain relationships with structured products desks, product and platform owners, advisors, operations teams, and management.
Run a regular coverage cadence of check-ins, business reviews, and adoption discussions; take ownership of client issues and follow through to resolution.
Identify under-used platform capabilities and lead training and re-engagement efforts to drive platform engagement.
Assume ongoing relationship coverage for newly onboarded clients once they are live.
Partner with sales leads to identify prospective clients across Latin America and reach decision-makers using existing relationships and market knowledge.
Support the commercial process through client discovery, platform demonstrations, and structured products expertise alongside sales leads.
Partner with Implementation, Product, and Engineering to help new clients go live successfully and efficiently.
Help newly onboarded clients establish steady-state use of the platform for end-to-end structured products creation, distribution, and lifecycle tracking.
Collaborate with sales and investment products teams to expand Luma’s footprint beyond structured notes into asset management products, OTC derivatives, and adjacent wrappers.
Monitor Latin American market trends and regulatory developments to inform regional engagement strategy.
Provide structured feedback to Product and Engineering, representing Latin American market requirements in roadmap discussions.
Partner with Marketing on campaigns, events, and client-facing initiatives.
Collaborate with sales efforts to maintain a robust and accurate pipeline.
Represent Luma at industry events, conferences, and client meetings across the region.