Product Manager – Capital Markets

About the role

Luma Financial Technologies is seeking an experienced Product Manager who excels at executing the Product Development Lifecycle (PDLC), managing multiple high-impact initiatives simultaneously, and partnering closely with business stakeholders across a dynamic capital-markets environment. This role requires strong organizational discipline, the ability to quickly reprioritize as situations evolve, and the judgment to balance near-term execution with longer-term objectives. 

The ideal candidate brings 7+ years of experience in structured products or alternative investments and understands the workflows of Financial Advisors, Bankers, Brokers, Wholesalers, Asset Managers, and Investment Banks. Experience working at a fintech platform, investment bank, asset manager, or similar capital-markets institution is essential. 

What you'll do

PDLC Execution & Delivery 

• Own end-to-end execution of the PDLC across discovery, design, development, QA, release, and post-launch evaluation. 
• Translate complex financial workflows into clear, detailed requirements, user stories, and acceptance criteria. 
• Manage multiple high-priority initiatives at once, 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 
• Act as the central liaison between business teams and engineering, ensuring alignment of priorities and clarity of requirements. 
• Partner with Sales, Trading, Operations, Issuers, 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 Figma’s 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. 

Capital Markets & Structured-Product Expertise 

• Apply deep subject-matter expertise to ensure the platform mirrors real-world structured-product workflows and market practices. 
• Understand the lifecycle of structured products from issuance to lifecycle events and secondary-market considerations. 
• Represent the workflow perspectives of advisors, issuers, bankers, distributors, and operations teams. 
• User Experience & Platform Quality 
• Partner with UX/design teams to ensure features support clean, intuitive, and compliant workflows. 
• Conduct UAT, support QA feedback loops, and validate feature readiness for deployment. 
• Improve dashboarding, reporting, and workflow efficiencies across advisor and issuer 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, proactively communicating their impact to teams and stakeholders. 

Qualifications

• 7+ years of experience in structured products, alternative investments, or related capital markets domains. 
• Experience at a fintech platform, investment bank, asset manager, 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 PDLC execution with a proven track record of delivering complex software capabilities. 
• Strong command of Agile/Scrum methodologies and backlog management. 
• Excellent communication, organization, and cross-functional leadership skills. 
• Experience with Jira, Figma, and openness to adopting new AI-enabled productivity tools. 
• Experience working with issuers, advisors, or product-distribution partners. 
• Understanding of structured-product issuance systems, lifecycle processes, and compliance. 
• Background working in modular or multi-team product environments. 
• Familiarity with data analytics and reporting tools.