Halo Investing
Regional Vice President, Marketplace Sales
Halo Investing, Chicago, Illinois, United States, 60290
Regional Vice President, Marketplace Sales
Join to apply for the
Regional Vice President, Marketplace Sales
role at
Halo Investing
Base pay range $90,000.00/yr - $100,000.00/yr
Location:
This is a Chicago-based, hybrid role, however highly-qualified, remote candidates will be considered.
About the Role The Regional Vice President is responsible for business development and relationship management of clients in a specific territory. You will lead all sales‑related activities and organize efforts of the client services team members to effectively address advisor needs.
To be successful, the Regional Vice President must have a strong knowledge of alternative investments and capital markets, and must be able to discuss the sophisticated investment solutions that Halo's platform provides. Additionally, the role requires the appropriate business development skillset to align with and understand the issues and challenges RIAs/Family Offices face in managing their client portfolios.
Primary Responsibilities
Serve as the main point of contact for Registered Investment Advisors and Family Offices in a designated region.
Develop and execute a regional sales strategy that aligns with the company's overall sales objectives. Identify target markets, develop a sales pipeline, and establish sales targets and goals.
Develop and manage productive relationships with key customers, partners and other stakeholders in the region.
Manage the follow‑up process while being respectful of client/prospect's time.
Represent Halo at industry events and conferences to promote our products and services.
Collaborate with other departments, including marketing and product development, to best meet the needs of customers in the region.
Monitor and analyze sales metrics to identify areas for improvement and develop strategies to address them.
Update and manage SalesForce database to reflect accurate client information.
Proactively research and generate new RIA/Family Office leads.
Required Education and Experience
SIE, Series 7 and Series 63/66 required
Bachelor’s degree in Business, Finance or related field
5+ years of experience working in a relevant financial product sales environment, preferably selling in the RIA/Family Office/Bank Trust channel
CAIA, CFA preferred but not required
Excellent sales and customer service skills with proven negotiation skills
Excellent organizational skills and attention to detail
Proficient with Salesforce or related software
Willingness to travel as required to conferences and/or clients.
Benefits & Compensation This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.
Work with a great team in an exciting work environment
Competitive compensation package: base salary of $90,000-$100,000, plus variable compensation/commission based on personal and business objectives
Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
Flexible PTO policy
401(k) program to help build wealth for the future
Paid parental leave to bond with your new addition
Chicago‑based employees have access to a company‑paid, on‑site gym, happy hours, and ad‑hoc outings and activities like sports teams, volunteer events and more!
EEO Statement Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at: hr@haloinvesting.com.
Seniority level Mid‑Senior level
Employment type Full‑time
#J-18808-Ljbffr
Regional Vice President, Marketplace Sales
role at
Halo Investing
Base pay range $90,000.00/yr - $100,000.00/yr
Location:
This is a Chicago-based, hybrid role, however highly-qualified, remote candidates will be considered.
About the Role The Regional Vice President is responsible for business development and relationship management of clients in a specific territory. You will lead all sales‑related activities and organize efforts of the client services team members to effectively address advisor needs.
To be successful, the Regional Vice President must have a strong knowledge of alternative investments and capital markets, and must be able to discuss the sophisticated investment solutions that Halo's platform provides. Additionally, the role requires the appropriate business development skillset to align with and understand the issues and challenges RIAs/Family Offices face in managing their client portfolios.
Primary Responsibilities
Serve as the main point of contact for Registered Investment Advisors and Family Offices in a designated region.
Develop and execute a regional sales strategy that aligns with the company's overall sales objectives. Identify target markets, develop a sales pipeline, and establish sales targets and goals.
Develop and manage productive relationships with key customers, partners and other stakeholders in the region.
Manage the follow‑up process while being respectful of client/prospect's time.
Represent Halo at industry events and conferences to promote our products and services.
Collaborate with other departments, including marketing and product development, to best meet the needs of customers in the region.
Monitor and analyze sales metrics to identify areas for improvement and develop strategies to address them.
Update and manage SalesForce database to reflect accurate client information.
Proactively research and generate new RIA/Family Office leads.
Required Education and Experience
SIE, Series 7 and Series 63/66 required
Bachelor’s degree in Business, Finance or related field
5+ years of experience working in a relevant financial product sales environment, preferably selling in the RIA/Family Office/Bank Trust channel
CAIA, CFA preferred but not required
Excellent sales and customer service skills with proven negotiation skills
Excellent organizational skills and attention to detail
Proficient with Salesforce or related software
Willingness to travel as required to conferences and/or clients.
Benefits & Compensation This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.
Work with a great team in an exciting work environment
Competitive compensation package: base salary of $90,000-$100,000, plus variable compensation/commission based on personal and business objectives
Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
Flexible PTO policy
401(k) program to help build wealth for the future
Paid parental leave to bond with your new addition
Chicago‑based employees have access to a company‑paid, on‑site gym, happy hours, and ad‑hoc outings and activities like sports teams, volunteer events and more!
EEO Statement Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at: hr@haloinvesting.com.
Seniority level Mid‑Senior level
Employment type Full‑time
#J-18808-Ljbffr