Regional Vice President

Regional Vice President

Job Location: Florida, USA- While Halo’s headquarters is in Chicago, this is a remote position. Only Florida-based candidates will be considered.

About us:

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions.

In October 2021, Halo announced that it raised over US $100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.

Come join our uniquely motivated, dynamic and proactive team. Above all, we value collaboration, communication, and passion!

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 as well as 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. The ability to discuss the sophisticated investment solutions that Halo's platform provides is critical to having success in the role.

Just as important, the Regional Vice President must have 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 & manage productive relationships with key customers, partners and other stakeholders in the region.
• Ability to 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.
• Work with other departments such as marketing and product development to best meet the needs of customers in the region.
• Monitor and analyst sales metrics to identify areas for improvement and develop strategies to address them.
• Updates and manages SalesForce database to reflect accurate client information.
• Proactively research and generate new RIA/Family Office leads.

Required Education and Experience:

• 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.
• SIE, Series 7/63 required.
• 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 and Microsoft Office Suite or related software.
• Willingness to travel as required to conferences and/or clients.

Benefits: Get ready for an incredible opportunity with a company that values and rewards its employees. We offer a competitive package of great benefits that will make your work life both fulfilling and enjoyable!

• Work with a great team in an exciting work environment
• Hands-on and structured learning opportunities, continued professional growth
• Competitive compensation package
• Comprehensive benefits (medical, dental, vision, life/disability, etc.)
• Multiple voluntary benefits! Identity protection, pet insurance, accident insurance and more
• Flexible PTO policy
• 401k program to help build wealth for the future
• Paid parental leave to bond with your new addition
• Hybrid work from home (WFH) environment
• Free snacks
• Company-paid, on-site gym membership
• Building and in-office happy hours
• Ad-hoc outings and activities like baseball games, yoga classes and more!

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: [email protected]