Sales Director

This is a fully remote position, open to applicants in Switzerland, +1 more country.

📋 Description

• Lead the implementation of Luma’s strategy for expansion in Europe and drive revenue growth within the structured notes sector.

• Identify, engage, and secure distribution clients throughout Europe, including private banks, wealth managers, asset managers, family offices, and other distributors of notes.

• Develop and oversee a robust pipeline of qualified prospects with a focus on disciplined forecasting.

• Establish commercial priorities based on market segments and conditions.

• Manage the complete enterprise software sales process, from prospecting and qualification to demonstrations, RFPs, negotiation, contracting, and onboarding transitions.

• Navigate complex buying processes involving multiple stakeholders across front office, trading, IT, operations, risk, compliance, and procurement.

• Oversee sales cycles typically ranging from 6 to 18 months, which may include proofs of concept or pilot programs.

• Define integration requirements with clients’ booking, core banking, and order management systems.

• Strengthen relationships with buy-side distributors and structured notes issuers active in the European market.

• Act as the liaison between European clients and the Luma team.

• Advocate for Luma’s multi-issuer, independent platform approach.

• Stay informed on European market dynamics, product innovations, and regulatory changes.

• Represent Luma at industry events, conferences, and client forums throughout Europe.

• Collaborate with regional client management and service teams for ongoing account management and support.

• Work closely with Product, Technology, Operations, and other teams to ensure successful onboarding and overall client satisfaction.

• Provide feedback from European clients to guide product development, platform improvements, and workflow priorities.

⛳️ Requirements

• A minimum of 7 years of experience in structured products sales, distribution, or relationship management, and/or software sales to financial institutions.

• Demonstrated success in selling software or technological platforms to banks, wealth managers, or other financial entities.

• Proven ability to lead intricate sales cycles involving formal procurement processes through to closure.

• Strong understanding of structured products, including payoff structures, pricing mechanics, lifecycle events, and trade workflows from RFQ to maturity.

• Established relationships with European buy-side distributors of notes, including private banks, wealth managers, independent asset managers, and family offices.

• Familiarity with European regulatory standards, including MiFID II, PRIIPs/KID, and FinSA in Switzerland.

• Knowledge of capital-protected notes, reverse convertibles, autocallables, and tracker certificates.

• Outstanding communication skills.

• Fluency in English is required; proficiency in German, Swiss German, French, and/or Italian is highly advantageous.

• Bachelor’s degree in Business, Finance, Economics, or a related discipline.

• Willingness to travel consistently across Europe.

• Must be legally authorized to work in the United States without current or future sponsorship.

• CFA, CAIA, CISI, or other relevant industry certifications are considered a plus.

🏝️ Benefits

• Opportunity to travel regularly across Europe for client meetings and industry events.

• Access to Luma’s structured notes platform and fintech technology environment.