About the role Are you looking for a challenging and rewarding career in financial technology? If so, come join Luma Financial Technologies! We are a leading global fintech platform that is transforming the market-linked…
Skills: Microsoft Excel, SQL, Data Analysis, Data Entry, Product Documentation
About the role Luma is seeking a Client Onboarding Manager with deep knowledge of the Annuity and Life Insurance industry to lead the implementation and onboarding process for new distributor clients onto Luma’s advisor-…
Skills: Client Onboarding, Project Management, Annuity Industry Knowledge, Life Insurance Industry Knowledge, SaaS Implementation
About the role As a Customer Success Analyst (CSA), you will play a key supporting role in helping our clients realize the value of our platform. The primary responsibility of this role is to ensure client success, adopt…
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Full-time
bachelor degree
Posted 14d ago
~40 hrs/week
Responsibilities
The role involves performing product documentation reviews, data entry, analysis, and reconciliation to ensure accurate execution of requests. Additionally, the specialist will contribute to process improvements and serve as an internal resource for product knowledge.
Requirements
Candidates should have a bachelor's degree in Finance, Economics, Accounting, or Business, or equivalent experience. Proficiency in Microsoft Excel and SQL is preferred, along with strong organizational and communication skills.
Full job description
About the role
Are you looking for a challenging and rewarding career in financial technology? If so, come join Luma Financial Technologies! We are a leading global fintech platform that is transforming the market-linked investment universe for investors of all sizes.
We value diversity, intellectual curiosity, problem solving and collaboration to help each other succeed as a team. Bring your experiences, perspectives, and skills to help build a great experience for customers all around the world. We are looking for a Product Data Specialist with a passion for solving challenging problems, learning on the go, and working with teammates to have a global impact.
What you'll do
Perform product documentation review, data entry, data analysis, and reconciliation.
Collaborate across internal teams to ensure timely and accurate execution of requests and relay key information to client support.
Maintain required logs, documentation, and compliance with standard procedures.
Escalate issues promptly to appropriate personnel.
Contribute to process improvements by developing and enhancing templates, policies, and procedures.
Serve as an internal resource for product knowledge.
Qualifications
Experience with Microsoft, Excel, and SQL a plus.
Passion for industry and product knowledge and a commitment to excellence
Demonstrated experience as a problem solver, with above average organizational and communication skills
Bachelors degree in Finance, Economics, Accounting, Business, or related equivalent work experience desired
What makesyoustand out?
A willingness to roll up your sleeves and work in a fast paced and high-pressure environment.
Strong verbal and written communication skills.
Ability to work independently with minimal supervision, prioritize requests, and sustain a high level of attention to detail.
A global provider of innovative technology for structured products, annuities, and life insurance.
Industry
Financial Services
Company size
51-200 employees
Founded
2018
Headquarters
Cincinnati, Ohio
LinkedIn followers
9,404
Total funding
$100M
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
Offices: 425 Walnut St, Cincinnati, Ohio 45202, US · 19 W 44th St, Suite 1000, New York, NY 10036, US
A global provider of innovative technology for structured products, annuities, and life insurance.
Industry
Financial Services
Company size
51-200 employees
Founded
2018
Headquarters
Cincinnati, Ohio
LinkedIn followers
9,404
Total funding
$100M
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
Offices: 425 Walnut St, Cincinnati, Ohio 45202, US · 19 W 44th St, Suite 1000, New York, NY 10036, US