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Cincinnati, Ohio, United States · On-site
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New York, New York, United States • On-site
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Lead the end-to-end onboarding and implementation process for new annuity and life insurance distributor clients onto the advisor-facing platform. Coordinate with internal product and engineering teams to ensure platform configuration aligns with client requirements and provide comprehensive platform training.
Requires over 5 years of experience in the annuity or life insurance industry with a strong understanding of advisor workflows. Preference is given to candidates with project management experience in a SaaS or fintech environment and proficiency in CRM and project management tools.
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-facing platform. In this role, you will serve as the primary liaison between clients and internal teams, ensuring a seamless, high-quality onboarding experience that sets the foundation for long-term client success.
What you'll do
Client Onboarding & Project Management
Platform Training & Adoption
Platform Configuration & Implementation Support
Qualifications
A global provider of innovative technology for structured products, annuities, and life insurance.
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
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