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

Luma Financial Technologies is seeking a strategic and creative, execution-oriented Product Marketing Manager to help drive positioning, messaging, and go-to-market (GTM) strategy for our technology across our platforms (Structured Products, Annuities, and Life Insurance) and client channels (RIAs/Family Offices, Private Banks, IMOs, and global platforms). You'll be the first dedicated product marketing hire, building this function from the ground up at Luma.

You'll ensure our products stand out in the market, equip Sales and Customer Success teams with compelling narratives, and lead product launches that drive measurable awareness, adoption, and revenue. We're looking for a strong storyteller who's deeply analytical and passionate about translating complex fintech capabilities into clear value for enterprise buyers. But someone who can also pivot to create content for the end users. It's a hands-on role requiring expertise in buyer journeys, competitive analysis, sales enablement, and cross-functional alignment.

What you'll do

Product Positioning & Messaging

• Develop and own positioning, value propositions, and messaging frameworks across Luma's Structured Products, Annuities, and Life Insurance platforms.
• Translate complex technical capabilities into clear, compelling narratives for enterprise buyers, decision-makers, and end users.
• Conduct ongoing competitive analysis to identify differentiation opportunities and maintain a competitive intelligence repository.

Go-to-Market Strategy & Product Launches

• Adopt Product Development Life Cycle (PDLC) and parter closely with all product/platform teams to lead go-to-market planning and execution for product launches, feature releases, and enhancements. Cross collaborate across all functions (marketing, product, account management, sales support, etc.)
• Build launch playbooks that coordinate Marketing, Sales, Product, and Customer Success — defining target audiences, buyer personas, and ICP-specific messaging to maximize adoption and pipeline impact.

Sales Enablement & Channel Support

• Serve as the primary marketing partner for Sales and Channel Leaders, developing battlecards, pitch decks, case studies, and objection-handling guides.
• Train Sales and SDR teams on messaging, competitive positioning, and product updates, and continuously refine materials based on field feedback.

Content & Thought Leadership

• Partner with Brand, Growth Marketing, and PR to create high-impact content (whitepapers, webinars, customer stories, one-pagers) that supports demand generation and positions Luma as a category leader.

Cross-Functional Collaboration

• Partner with Product, Growth Marketing, and Customer Success to inform roadmap priorities, align on targeting and funnel optimization, and ensure consistent messaging across all touchpoints.

What Success Looks Like

• Positioning & Messaging: Messaging is consistently adopted across teams, driving improved competitive win rates and high resonance scores.
• Go-to-Market & Launches: Product launches hit adoption, pipeline, and awareness targets. Campaigns drive measurable increases in engagement, MQL quality, and deal creation.
• Sales Enablement: Sales teams report high satisfaction with materials pushing MQL-to-SQL conversion rates.
• Operational Excellence: Competitive intelligence is current and utilized. Cross-functional alignment is seamless, and dashboards provide clear visibility into content performance.

Who You Are

• Strategic Creative Storyteller: You're able to translate complex products into clear value for audiences.
• Analytical & Data-Driven: You base your decisions on data, not assumptions.
• Hands-On Operator: You execute, build, and iterate quickly in a fast-paced environment.
• Cross-Functional Partner: You work seamlessly with Product and Sales teams in the past.
• Detail-Oriented & Organized: You manage multiple projects and campaigns with precision.
• Curious & Growth-Minded: You stay ahead of market trends and push for continuous improvement.

Qualifications

• 5+ years product marketing, B2B GTM experience, or relevant.
• • Ideally containing structured products/annuities/wealth tech experience; wealth management “ecosystem” experience (understand FAs/RIA/Home Office/Issuers/Carriers and their workflows)
• Proven success developing product positioning, GTM strategies, and sales enablement programs in a complex B2B sales environment.
• Deep understanding of buyer personas, buyer journeys, and competitive intelligence methodologies.
• Strong experience with CRM platforms, AI tools, marketing automation tools, and analytics platforms.
• Excellent communication, collaboration, and storytelling skills.
• Experience working with demand generation teams to align messaging with campaign execution.
• Strong project management skills with the ability to operate as a player-coach.