Product Owner, Asset Management

The posting, as Luma Financial Technologies wrote it

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 expanding into asset management, and is seeking a Product Owner to help lead that expansion. This role owns product delivery for ETF, Actively Managed Certificate (AMC), Separately Managed Account (SMA) and other related product types that will be supported across Luma's Lifecycle Manager and Product Marketplace, and for the data connectivity that underpins them — integrations with ETF ecosystem partners, such as DTCC, custodians, transfer agents, index provides, sub advisors and other market participants.. The role requires strong organizational discipline, the ability to quickly reprioritize as situations evolve, and the judgment to balance near-term execution with longer-term platform objectives.
The ideal candidate brings 7+ years of experience with ETF, AMC, SMA or other similar products and understands the workflows of Asset Managers, ETF Providers, Custodians, DTCC, and other market participants. A background working at an Asset Management Company that creates and manages ETFs (e.g., Invesco, BlackRock, or similar) is strongly preferred, alongside experience at a fintech platform, custodian, or similar capital-markets institution.
What you'll do
AI-DLC Execution and Delivery

• Own end-to-end execution of Luma's AI-DLC (AI-Driven Development Lifecycle) across discovery, design, development, QA, release, and post-launch evaluation for asset management capabilities.
• Apply Luma's AI-DLC process as the standard delivery methodology which is followed by all Luma Product Owners, using it to accelerate discovery, requirements drafting, and delivery.
• Translate complex asset management workflows into clear, detailed requirements, user stories, and acceptance criteria.
• Manage multiple high-priority initiatives at once across Lifecycle Manager and Product Marketplace, ens

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cations

• 7+ years of experience with ETF, AMC, SMA or similarly related products, or related asset management domains.
• Experience at a fintech platform, Asset Management Company (e.g., Invesco, BlackRock, or similar firm that creates and manages ETFs), custodian, or similar institution.
• Demonstrated ability to manage multiple simultaneous initiatives while maintaining strong execution discipline.
• Strong agility and adaptability with the ability to reprioritize quickly as situations evolve.
• Skilled in AI-DLC execution, with a proven track record of delivering complex software capabilities using modern, AI-enabled delivery methods.
• (Proven ability to use AI tools to rapidly deliver prototypes ang requirements test scenarios.
• Excellent communication, organization, and cross-functional leadership skills. The ability to direct client and partner engagements with little oversight.
• Experience with Jira, Figma, Anthropic, OpenAI, and openness to adopting new AI-enabled productivity tools.
• An MBA, CPA or other

Preferred Qualifications

• Experience working with ETF providers, custodians, DTCC, or other related market participants.
• Understanding of ETF, AMC, SMA or similarly related products lifecycle processes, data connectivity, and compliance considerations.
• Background working in modular or multi-team product environments, such as Lifecycle Manager and Product Marketplace.
• Familiarity with data analytics and reporting tools.

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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