About Halo:

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.

Named by Fast Company among Top 10 Most Innovative FinTech Companies, Halo is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries, wealth managers and RIA’s access to structured notes, annuities and other protective investment solutions.

At Halo, we’ve balanced growth with a strong company culture to create a uniquely motivated, dynamic, and proactive team where we value collaboration, communication, and passion!

About the Role:

As an Enterprise Business Development Director focused on the RIA channel, you will be responsible for driving new business, building strategic relationships, and managing the sales process from prospecting to closing, focused on the large national RIA firms (over $10B Assets Under Management). You will work closely with senior leadership, regional sales, marketing and product teams to identify opportunities, cultivate relationships, and effectively position solutions that meet specific needs of Registered Investment Advisors and their clients related to protective investing. This role requires a deep understanding of the RIA ecosystem, financial technology and asset management solutions.

Key Responsibilities:

• Prospecting and Lead Generation: Identify and target new business opportunities within the RIA channel. Develop a pipeline of qualified leads through various channels including inbound inquiries, outbound prospecting, networking, and industry events.
• Sales Strategy Development: Collaborate with leadership to develop and execute sales strategies tailored to the unique needs of RIAs. Understand industry trends, challenges, and requirements to position Halo solutions effectively.
• Solution Selling: Engage with prospects to understand their business challenges and objectives. Conduct needs assessments and deliver tailored product presentations and demos that highlight the value proposition of our financial technology and asset management solutions.
• Relationship Building: Cultivate long-term relationships with key decision-makers and influencers at RIA firms, including C-suite, MD-level executives, portfolio managers, and compliance officers.
• Negotiation and Closing: Lead the sales process from initial contact to contract to implementation and sell-through. Manage all aspects of the sales cycle, including proposal generation, contract discussions, and finalizing agreements as necessary.
• Market Intelligence: Stay informed on the latest trends, technologies, and regulatory changes in the financial services industry, particularly within the RIA sector. Utilize this knowledge to adapt and refine sales strategies.
• Collaboration: Work closely with cross-functional teams including marketing, marketplace sales, legal/compliance and product management to ensure a seamless customer experience and maximize the value delivered to clients.
• Reporting and Forecasting: Maintain accurate records of sales activities and pipeline. Provide regular forecasts and reports to management on sales progress, wins, and challenges.

Experience and Qualifications:

• Minimum 5+ years of enterprise sales experience in the financial services industry, preferably with strong exposure to RIAs. Experience selling financial technology, asset management solutions, or related products/services is highly preferred.
• Deep understanding of the advisory business model, including portfolio management, financial planning, compliance, and investment strategies, particularly alternative investments.
• Sales expertise with a proven track record of success in B2B sales, with experience selling complex, enterprise-level solutions. Strong negotiation, presentation, and closing skills.
• Skilled at managing relationships, with excellent interpersonal and communication skills, and the ability to engage and influence senior executives and stakeholders at RIA firms.
• Must be comfortable with financial technology and asset management platforms and solutions, with the ability to quickly learn new products and articulate their value to prospective clients.
• Ability to thrive in a fast-paced, target-driven independent environment. Demonstrated success in meeting or exceeding sales quotas and KPIs.
• Willingness to travel as required to conferences and/or to visit clients.
• Education: Bachelor’s degree in business, finance, economics, or a related field. Advanced certifications (CFP, CFA) are a plus but not required.
• Licensing: Series 7 and 65/66 required or expected within 60 days of start date.

Benefits and Compensation:

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
• Opportunities and continued professional growth
• Competitive compensation package: Annual base salary of $100,000-$150,000, plus variable compensation based on personal and business objectives
• Comprehensive benefits including medical, dental, vision insurance, 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
• 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!

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.