Posted 18 days ago
Sales Director, Canada
@ Luma Financial Technologies
Remote in Canada
Overview
Luma Financial Technologies is hiring a Sales Director for its Canadian structured notes market. The role leads commercial strategy, winning distribution clients and building issuer relationships across Canada, and requires 5+ years of structured products sales experience. The position is full-time and fully remote, and Luma does not sponsor work visas.
Responsibilities:
- Lead commercial strategy and growth for the Canadian structured notes market
- Identify and win new distribution clients across Canada
- Build and maintain relationships with Canadian structured notes issuers
- Represent Luma at industry events and client forums
- Partner with internal teams on onboarding and client success
Requirements summary:
- 5+ years in structured products sales, distribution or relationship management
- Extensive network across Canadian buy-side distributors
- Strong working knowledge of structured products and the trade workflow
- Familiarity with the Canadian market, including CIRO dealers and principal protected notes
- Bachelor's degree in Business, Finance, Economics or related field
- Exceptional communication skills
Tools & skills
Source and dates
Employer career site / ATS feed · rippling
- Employer posting date
- 2026-10-20
- First seen by our source
- 2026-10-26
- Source record updated
- 2026-10-26
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Sales |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Work setting | Home, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Canadian Securities Course (CSC) |
| Education | Bachelor’s degree (required) |
| Fields of study | Business, Finance, Economics |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Luma Financial Technologies
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
A global provider of innovative technology for structured products, annuities, and life insurance.
Full company description
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products, annuities, and life insurance. 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.
- LinkedIn followers
- 9,467
- People associated on LinkedIn
- 132
- Reported office locations
- 425 Walnut St, Cincinnati, Ohio 45202, US
- 19 W 44th St, Suite 1000, New York, NY 10036, US
- Business categories
- Banking
- Retail
- Wholesale
- FinTech
- Financial Services
- Other recorded names
- Luma Financial Technologies
- Specialties
- finance
- fintech
- structuredproducts
- structurednotes
- banking
- RegisteredInvestmentAdvisors
- FinancialAdvisors
- technology
- money
- investments
- and Luma Financial Technologies
- Profile identifies a recruitment agency
- No
- Reported total investment
- 100,098,013
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products, annuities, and life insurance. 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…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 51-200 employees |
| Headquarters | Cincinnati, Ohio |
| Organization type | Privately Held |
| Year founded | 2018 |
| Specialties | financefintechstructuredproductsstructurednotesbankingRegisteredInvestmentAdvisorsFinancialAdvisorstechnologymoneyinvestments |
| Open jobs on Jobsy | 1 |
| View page |
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. 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. For more information, please visit Luma’s website.
About the role
We’re looking for a driven sales professional to lead our growth in the Canadian structured notes market. Luma has strong relationships in Canada and is already operating in this market. The successful candidate will be responsible for driving growth in Canada and establishing Luma as the independent, multi-issuer platform of choice for Canadian distributors of structured notes.
Luma is a leading structured notes platform across the United States, Latin America, and Europe. In this role you will lead the commercial strategy and its execution: identifying and winning distribution clients, building relationships with Canadian issuers, and partnering with our Americas Bank and Broker Dealer team on ongoing client management once accounts are live.
Success in this role depends on a strong existing network across the Canadian notes market and deep knowledge of structured products.
What you'll do
Market Development and Growth
- Lead the execution of Luma’s Canada expansion strategy and drive revenue growth for the Canadian structured notes market.
- Identify, pursue, and win new distribution clients across Canada, including independent and bank owned investment dealers, advisors, family offices, and other distributors of notes.
- Build the pipeline of prospects, drive sales efforts, and set = commercial priorities.
Distributor and Issuer Relationships
- Deepen and expand existing relationships across buy side independent broker dealers.
- Develop and maintain relationships with Canadian structured notes issuers, helping extend their distribution reach and empowering to extract value from the Luma platform.
- Coordinate issuer-related initiatives with Luma’s head of issuer relations.
- Serve as the interface between Canadian partners and the Luma team.
Market Positioning and Advocacy
- Champion Luma’s multi-issuer, independent approach to platform technology with Canadian distributors of structured notes.
- Monitor Canadian market dynamics, product innovation, and regulatory developments to refine Luma’s positioning.
- Represent Luma at industry events, conferences, and client forums to build brand presence and market credibility.
Cross-Functional Partnership
- Partner with Luma’s Americas Bank and Broker Dealer team on ongoing client management and service for Canadian accounts once they are live.
- Work with Product, Technology, Operations, and other involved teams to ensure smooth onboarding and client success, including any Canada specific platform requirements.
- Act as the voice of the Canadian client, providing actionable feedback to inform product development, platform enhancements, and workflow priorities.
Qualifications
- 5+ years of experience in structured products sales, distribution, or relationship management.
- Strong working knowledge of structured products: payoff structures, pricing mechanics, lifecycle events, and the trade workflow from RFQ through maturity.
- Extensive relationships across buy side distributors of notes in Canada, including independent broker dealers, bank owned and independent investment dealers, and family offices.
- Relationships with Canadian structured notes issuers are a significant advantage.
- Familiarity with the Canadian market landscape, including CIRO registered dealers and the distribution of principal protected notes, market linked GICs, and autocallable structures.
- Exceptional communication skills.
- Bachelor’s degree in Business, Finance, Economics, or a related field. Canadian Securities Course (CSC) or other industry designations a plus.
Luma 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 country they are employed without current or future sponsorship from Luma.
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.
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