Luma Financial Technologies · 1 day ago
Product Owner, Senior Associate – Annuity & Life Insurance
Cincinnati, OH
Full-time
Onsite
Senior Level
5+ years expLuma Financial Technologies is a fintech company that has developed a customizable platform for managing alternative investments and annuities. They are seeking a detail-oriented Product Owner, Senior Associate, responsible for executing the product lifecycle from design to launch, ensuring smooth coordination among cross-functional teams and delivering product initiatives effectively.
BankingFinancial ServicesFinTechRetail
Hiring Manager
Sania M.
Responsibilities
Assist in executing the product vision and roadmap, ensuring alignment with Luma’s growth strategy
Coordinate efforts across product teams to ensure streamlined execution of initiatives
Support the prioritization of product features and enhancements that drive adoption, efficiency, and scalability for financial professionals
Break down large initiatives into an overall project workplan with smaller, manageable tasks, assign them to development teams, and drive progress
Ensure backlog items are clearly defined, ordered, and up to date for team meetings
Translate stakeholder requests into detailed user stories and functional requirements for development teams
Collaborate with the VP, Product Owner, and engineering teams to support sprint planning and backlog grooming
Provide ongoing updates to internal and external stakeholders on product progress, timelines, and expectations
Assist in refining requirements, running sprint rituals, testing, and coordinating releases
Work with engineering teams to support the development and integration of scalable, modular solutions
Ensure proper API integration and alignment with wealth management platforms, custodians, and trading systems
Assist in identifying and mitigating technical challenges to maintain platform stability and scalability
Support sales and marketing teams in articulating product value propositions
Collaborate with customer success teams to enhance product adoption and client satisfaction
Maintain close alignment between business and engineering teams to drive seamless product execution
Qualification
Required
5+ Years working for Carrier, IMO, BGA or other Insurances related companies
Deep financial product knowledge in Annuity and Life Insurance
3+ Years years of experience as a Product Owner, Business Analyst, or similar role in financial technology or life insurance and annuity product development
Familiarity with CRM, carrier, and distribution firm integrations
Strong understanding of human centered design and agile disciplines
Ability to translate business needs into structured requirements and backlog items
Strong analytical and problem-solving skills, with a detail-oriented and data-driven approach
Preferred
Experience working in product or competitive intelligence roles at Insurance Carriers
Experience working in high-growth SaaS environments
Experience working with engineering teams on integrations, product development, or workflow automation
Expertise in product development software, including JIRA and Figma
Strong communication and organizational skills, with experience engaging internal stakeholders and development teams
Company
Luma Financial Technologies
Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system.
51-200 employees
H1B Sponsorship
Luma Financial Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (2)
2022 (5)
2021 (1)
2020 (7)
Funding
Current Stage
Growth StageTotal Funding
$100.1MKey Investors
Sixth Street
2025-04-16Series C· $63M
2021-12-20Series Unknown· $30.07M
2020-05-13Series Unknown· $7.03M
Leadership Team
Timothy J. Bonacci
President & CEO
Bob Jenkins
Chief Financial Officer
Recent News
2025-12-03
FF News | Fintech Finance
2025-11-23
Company data provided by crunchbase