Business Development Representative

Business Development Representative (BDR)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. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients' specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal.About the RoleLuma Fintech is seeking a Business Development Representative (BDR) to drive new pipeline for our sales organization. This role sits at the front of the sales process, identifying and engaging prospective broker/dealers, RIA firms, banks, and other financial institutions that can benefit from Luma's multi-issuer, multi-product platform for structured products, annuities, life insurance, and other capital markets-based investments.You will research target accounts, run outbound outreach, qualify opportunities, and hand off well-prepared leads to our Sales team. 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.This is a high-energy, high-growth role for a motivated early-career professional who enjoys building relationships and thrives in a fast-paced, opportunity-rich environment. A background or interest in financial services or insurance is a strong plus; specific product knowledge is not requiredWhat You'll OwnPipeline GenerationResearch and build target account and contact lists across RIAs, broker/dealers, banks, and other financial distributorsRun consistent outbound outreach via phone, email, LinkedIn, and event follow-up to generate qualified meetingsRespond promptly to inbound leads and inquiries from webinars, events, and marketing campaignsQualification & HandoffQualify prospects against defined criteria, including need, authority, and timing, and document findings clearlySchedule discovery calls and demos and hand off well-prepared opportunities to SalesMaintain accurate, up-to-date records of all activity, contacts, and pipeline status in our CRMMarket & Product KnowledgeLearn the Luma platform, including product creation, education resources, order entry, and post-trade management, to speak credibly with prospectsStay current on the structured products, annuities, life insurance, and capital markets landscape, and on competitorsShare prospect feedback and market insights with Sales, Product, and MarketingTeam CollaborationWork cross-functionally with Sales, Marketing, Client Success, and Product teamsMeet or exceed activity, meeting, and pipeline targets, and participate in regular pipeline reviews and coachingRepresent Luma professionally as a global leader in structured products technologyQualificationsRequired1-3 years of sales, business development, or relationship management experience (internships count), ideally within financial services or insuranceBachelor's degree in Finance, Business, or a related field preferredStrong written and verbal communication and interpersonal skillsProven ability to build and maintain professional relationshipsSelf-motivated, resilient, and goal-driven, with strong organization and attention to detailAbility to manage multiple priorities in a fast-moving environmentPreferredFamiliarity with financial advisors, RIAs, broker/dealers, structured products, annuities, or derivativesExperience 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 requiredPrior outbound prospecting, SDR, or BDR experienceLuma Financial Technologies is unable to sponsor work visas or provide employment-based immigration sponsorship for this position, now or in the future. Applicants must be legally authorized to work in the United States without current or future sponsorship.Any misrepresentation, including regarding work authorization or sponsorship needs during the application or interview process will result in disqualification from consideration for this role or termination of employment.