Luma Financial Technologies
Business Development Representative
New York, NY · Junior
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About the role
- Working closely with Sales leadership, Marketing, and Client Success, you will help shape how Luma grows its distribution relationships.
- Training on our platform and products will be provided.
- Run consistent outbound outreach via phone, email, LinkedIn, and event follow-up to generate qualified meetings
Responsibilities
- Luma Fintech is seeking a Business Development Representative (BDR) to drive new pipeline for our sales organization.
- Research and build target account and contact lists across RIAs, broker/dealers, banks, and other financial distributors
- Maintain accurate, up-to-date records of all activity, contacts, and pipeline status in our CRM
Requirements
- Familiarity with financial advisors, RIAs, broker/dealers, structured products, annuities, or derivatives
- Experience with CRM and sales engagement tools (e.g., Salesforce, HubSpot, Outreach, LinkedIn Sales Navigator)
- Series 7 and/or Series 63 (or willingness to obtain), though not required
- Applicants must be legally authorized to work in the United States without current or future sponsorship.
Nice to have
- A background or interest in financial services or insurance is a strong plus
- specific product knowledge is not required
- 1-3 years of sales, business development, or relationship management experience (internships count), ideally within financial services or insurance
- Bachelor's degree in Finance, Business, or a related field preferred
Skills
- Strong written and verbal communication and interpersonal skills
Company info
- About Luma Financial Technologies Founded in 2018, Luma Financial Technologies ("Luma") has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world.
Visa & Work Authorization
- Luma Financial Technologies is unable to sponsor work visas or provide employment-based immigration sponsorship for this position, now or in the future
This listing is sourced directly from Luma Financial Technologies's careers page and normalized into a canonical job model.