About the role
We are looking for a motivated, detail-oriented Associate to join our Zurich team and support our EMEA private bank and wealth management clients. You will work at the intersection of finance and technology, helping clients get the most from the Luma platform and the full lifecycle of structured products and derivatives, while ensuring the accuracy of the data, reporting, and service we deliver.
The role is client-facing and cross-functional. You will work closely with Sales, Product, Engineering, and Operations colleagues in Switzerland, Portugal, the US, and Brazil to deliver accurate service and successful adoption of new features and products.
What you'll do
I. Client Relationships and Success
- Build and maintain long-term relationships with key client executives, product owners, and implementation teams.
- Understand each client’s goals and business requirements on the platform and help them achieve those goals.
- Become an expert on the Luma platform and on structured products and derivatives, and help clients understand and implement them in their investment portfolios.
- Assist Key Account Managers with client onboarding, account setup, marketing materials, and strategies to grow the client base.
- Provide platform demos and updates to clients and internal stakeholders.
II. Platform Operations and Support
- Manage daily system checks and troubleshoot incoming client support requests, owning issues through to resolution.
- Create and maintain user accounts, permissions, and entitlements, ensuring users only see assigned information.
- Develop a structured support process for early-adopter groups, including issue reporting, escalation, and ownership.
- Create standardized system views and configurations for consistent team reporting and access.
III. Data Integrity and Reporting
- Run data validation and quality control across client-facing workflows, including integration checks for data cleanliness, mapping, and consistency with source systems.
- Resolve data discrepancies and complete health checks before major platform updates or releases.
- Prepare and distribute recurring issuance and sales reports for clients and internal stakeholders; maintain the sales P&L.
- Coordinate price discovery, validation, and contract interpretation to support accurate structured product pricing.
- Use data platforms to present insights and analysis to business leads and to sales and marketing colleagues.
IV. Product Feedback and Project Execution
- Work with Product and Engineering to relay client needs and feedback to inform the roadmap.
- Manage project tickets, monitor timelines, and help plan and execute new product rollouts.
- Participate in weekly sales and marketing meetings by sharing ideas, presenting solutions, and supporting campaigns.
- Support cross-geography adoption of new products and best practices.
- Develop and apply coding skills (Python, SQL) to support platform enhancements.
Qualifications
Required
- Bachelor’s degree in Finance, Economics, Business, Computer Science, or a related field.
- Intellectual curiosity about financial markets and technology; exposure to structured products, annuities, or alternative investments is a plus, and willingness to learn is required.
- Strong proficiency in Excel and/or Google Sheets and comfort with large datasets; proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Excellent analytical, communication, and problem-solving skills, including comfort presenting demos and updates.
- Ability to self-start, manage multiple projects and shifting priorities, and meet deadlines.
- English fluency required; German and/or French desired.
Preferred
- 1–3 years of experience in finance and/or technology.
- Portuguese is an advantage given collaboration with our Lisbon team.
- Basic SQL and Python; our tech stack is built on AWS.
- Experience with private banks or wealth managers in Europe.
Working Style
- Exceptionally detail-oriented; you catch what others miss and take data accuracy personally.
- Collaborative; you build trust with clients, developers, and internal teams equally.
- Comfortable with ambiguity; you ask the right questions to move forward.
- Service mindset; you treat client issues with urgency and close the loop.
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.
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.