RIA Sales Associate

Luma Financial Technologies • Cincinnati, OH

42d • Onsite

About The Position

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. 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.

Requirements

• 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

Nice To Haves

• Series 6 or 7 license preferred, but not required

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level