{"id":2938274,"url":"https://alion.io/job/luma-financial-technologies-business-development-representative","title":"Business Development Representative","company":{"id":2523876,"name":"Luma Financial Technologies","domain":"lumafintech.com","url":"https://alion.io/company/lumafintech","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Rippling","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":55000,"max_usd":118000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3854},"experience_years_min":1,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"HubSpot","optional":false},{"name":"LinkedIn","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-20T14:34:00Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-23T18:58:36Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"About Luma Financial Technologies\nFounded 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.\nAbout the role\nLuma 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.\nYou 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.\nThis 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 required\nWhat you'll own\nPipeline Generation\nResearch and build target account and contact lists across RIAs, broker/dealers, banks, and other financial distributors\nRun consistent outbound outreach via phone, email, LinkedIn, and event follow-up to generate qualified meetings\nRespond promptly to inbound leads and inquiries from webinars, events, and marketing campaigns\nQualification & Handoff\nQualify prospects against defined criteria, including need, authority, and timing, and document findings clearly\nSchedule discovery calls and demos and hand off well-prepared opportunities to Sales\nMaintain accurate, up-to-date records of all activity, contacts, and pipeline status in our CRM\nMarket & Product Knowledge\nLearn the Luma platform, including product creation, education resources, order entry, and post-trade management, to speak credibly with prospects\nStay current on the structured products, annuities, life insurance, and capital markets landscape, and on competitors\nShare prospect feedback and market insights with Sales, Product, and Marketing\nTeam Collaboration\nWork cross-functionally with Sales, Marketing, Client Success, and Product teams\nMeet or exceed activity, meeting, and pipeline targets, and participate in regular pipeline reviews and coaching\nRepresent Luma professionally as a global leader in structured products technology\nQualifications\nRequired\n1-3 years of sales, business development, or relationship management experience (internships count), ideally within financial services or insurance\nBachelor's degree in Finance, Business, or a related field preferred\nStrong written and verbal communication and interpersonal skills\nProven ability to build and maintain professional relationships\nSelf-motivated, resilient, and goal-driven, with strong organization and attention to detail\nAbility to manage multiple priorities in a fast-moving environment\nPreferred\nFamiliarity with financial advisors, RIAs, broker/dealers, structured products, annuities, or derivatives\nExperience with CRM and sales engagement tools (e.g., Salesforce, HubSpot, Outreach, LinkedIn Sales Navigator)\nSeries 7 and/or Series 63 (or willingness to obtain), though not required\nPrior outbound prospecting, SDR, or BDR experience\nLuma 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.\nAny 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.","description_format":"text","description_chars":4923,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Online Brokerage & Trading Platforms","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-10-20T16:37:55Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":2,"expected_fill_days":77,"reasons":["conf:1","win:early","comp:junior"],"computed_at":"2026-10-23T05:54:15Z"},"pay":null,"html_url":"https://alion.io/job/luma-financial-technologies-business-development-representative","json_url":"https://alion.io/job/luma-financial-technologies-business-development-representative.json","meta":{"generated_at":"2026-10-23T19:36:42Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":653,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-24T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2523876},"rest":"https://alion.io/mcp/rest/get_company?id=2523876"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fluma-financial-technologies-business-development-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fluma-financial-technologies-business-development-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fluma-financial-technologies-business-development-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/luma-financial-technologies-business-development-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fluma-financial-technologies-business-development-representative"}]}