Product Owner - Asset Management

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, ensuring each remains on track through structured planning and active communication.
• Demonstrate strong flexibility and real-time reprioritization as new information, constraints, or business needs emerge.
• Collaborate closely with Engineering to guide sprint planning, backlog refinement, and milestone management.

Business Stakeholder Partnership

• This is an external facing role that will require the Product Owner to manage client and partner relationships during the requirements, design, test and launch phases.  Prior client or partner facing experience is a key requirement.
• Act as the central liaison between business teams and engineering, ensuring alignment of priorities and clarity of requirements.
• Partner with Sales, Trading, Operations, Asset Managers, ETF Providers, Custodians, Legal/Compliance, and Client Success to refine workflows and validate solutions.
• Communicate evolving priorities clearly and adjust plans as market conditions or stakeholder needs shift.
• Provide consistent updates on progress, risks, dependencies, and changes in scope.

Leveraging AI & Modern Product Tools

• Use Luma's AI-DLC process together with  AI design tools, Jira's AI-enabled backlog and ticket-generation features, and other emerging technologies to accelerate discovery, documentation, and execution.
• Employ AI to generate wireframes, user flows, test cases, release notes, and dependency analysis.
• Identify additional tools that improve efficiency, reduce manual steps, and support scalable product operations.

Asset Management Product Expertise

• Apply deep subject-matter expertise to ensure Lifecycle Manager and Product Marketplace mirror real-world ETF, AMC, SMA and other related product workflows and market practices.
• Understand the lifecycle of ETF, AMC, SMA and other related products from creation and issuance through lifecycle events such as rebalancing, secondary-market considerations, etc.
• Own the roadmap for data connectivity with ETF providers, DTCC, custodians, and other market participants, ensuring accurate and timely data flow into the platform. Data knowledge for these products is a requirement for this role.
• Represent the workflow perspectives of asset managers, ETF providers, custodians, distributors, and operations teams.

User Experience & Platform Quality

• Partner with UX/design teams to ensure Lifecycle Manager and Product Marketplace features support clean, intuitive, and compliant workflows.
• The ability to use AI driven tools such as Claude Code, Cowork and Draw to quickly create prototypes that can be used as the basis for demonstrations, requirements refinement and test considerations is a key requirement for this role. 
• Conduct UAT, support QA feedback loops, and validate feature readiness for deployment.
• Improve dashboarding, reporting, and workflow efficiencies across asset manager and provider interfaces.

Operational & Support Alignment

• Collaborate with Client Success to prioritize and resolve support issues with clear SLAs.
• Develop product documentation, process materials, and release communications.
• Ensure that new releases are smoothly adopted through clear training and stakeholder enablement.

Cross-Platform Coordination

• Work across product lines to ensure unified standards, shared components, and scalable system design.
• Identify upstream and downstream dependencies — particularly across data connectivity with ETF market participants such as DTCC, custodians, etc — proactively communicating their impact to teams and stakeholders.

Qualifications

Required Qualifications

• 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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