About the roleLuma's RIA Group is growing its client-facing and partner implementation capabilities. This role sits at the intersection of client success, technical onboarding, and cross-functional operations-ensuring that RIA clients and their partners are seamlessly integrated onto the Luma platform and supported throughout the relationship lifecycle.
The ideal candidate brings a client-first mindset, strong operational discipline, and the ability to manage complex, multi-stakeholder implementation workflows. You will serve as a primary point of contact for client requests, lead partner and custodian integrations, and collaborate closely with Operations to drive product setup and order processing accuracy.
What you'll doClient Request Management- Serve as a primary point of contact for RIA clients on the Luma platform, managing inbound requests related to platform access, product inquiries, and operational issues.
- Triage, track, and resolve client requests with a focus on timely, high-quality responses; escalate technical or compliance-sensitive issues as appropriate.
- Maintain detailed records of client interactions and follow-up actions within internal systems.
Partner Setup & Implementation- Lead end-to-end onboarding and configuration for new RIA partners, covering both direct setup and partnered-channel setup workflows.
- Configure RIA accounts, permissions, and platform settings in accordance with each partner's operational model and agreements.
- Manage implementation timelines, coordinate with internal stakeholders, and communicate status updates to partners throughout onboarding.
- Direct setup: own all configuration steps from intake through go-live.
- Partnered setup: coordinate with operations, PI and RIA implementation teams to align on technical requirements and timelines.
Custodian & Partner Integration Implementations- Drive the implementation of custodian and partner data integrations, including account data feeds, order routing, and position reporting connections.
- Work cross-functionally with Technology, Product, and Operations to define integration requirements, test workflows, and validate data accuracy prior to go-live.
- Maintain integration documentation and runbooks; proactively identify gaps or failure points and coordinate remediation.
New Integration Partnerships- Support the launch of new integration partnerships by managing the operational workstreams required to stand up net-new custodian or technology connections.
- Serve as the day-to-day operational owner during initial integration phases, coordinating between external partners and internal teams to meet project milestones.
- Contribute to post-launch reviews, capturing lessons learned and refining implementation playbooks for future partnerships.
Operations Collaboration - Product Setup & Order Input- Partner closely with the Operations team to ensure accurate and timely product setup within the Luma platform, including structured product configurations and lifecycle events.
- Support order input workflows, validating that client and partner orders are correctly captured, routed, and confirmed in accordance with operational procedures.
- Identify process improvement opportunities within product setup and order input workflows; contribute to the development of scalable, repeatable processes as the RIA business grows.
QualificationsRequired- 3-6 years of experience in client services, implementation, or operations within financial services, fintech, or wealth management.
- Demonstrated experience managing structured onboarding or implementation projects with multiple stakeholders.
- Familiarity with RIA workflows, custodian relationships, or wealth management platforms.
- Strong organizational skills with the ability to manage multiple concurrent workstreams and competing priorities.
- Excellent written and verbal communication skills; comfortable presenting status updates to clients and internal leadership.
- Proficiency with project tracking or ticketing tools (e.g., Salesforce, Jira, or equivalent).
Preferred- Prior experience with structured products, alternative investments, or similar capital markets instruments.
- Hands-on experience configuring or supporting custodian data integrations (e.g., Schwab, Fidelity, Pershing, or similar).
- Exposure to order management systems (OMS) or trade lifecycle operations.
- Experience working in a high-growth technology company or platform business.
