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 the 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 Position:
We are seeking a talented Enterprise Business Development Director to drive revenue growth through strategic partnerships with large RIAs, Broker Dealers, banks, and wealth tech firms. This individual will own the full sales cycle, from prospecting and lead generation to contract negotiation and closing. You will be a key liaison for our most strategic clients, understanding their needs to position Halo’s protective investment solutions effectively while collaborating across internal teams to ensure a seamless client experience and long-term success.
Key Responsibilities:- Develop and execute targeted sales strategies to build a robust pipeline and secure new business with enterprise clients.
- Cultivate and maintain deep, long-term relationships with key decision-makers and C-level executives.
- Lead the end-to-end sales process, delivering tailored product demonstrations, creating proposals, driving timely buying decisions and negotiating contracts.
- Serve as a subject matter expert on industry trends, the competitive landscape, and the evolving needs of our partners to inform sales and product strategy.
- Represent Halo at industry conferences and collaborate with marketing, sales, and product teams to drive successful client implementations and go-to-market initiatives.
Experience and Qualifications:
- 10+ years of enterprise sales or business development experience within financial services or FinTech.
- A proven track record of successfully selling complex solutions to large RIAs, Broker Dealers, banks, or wealth tech platforms.
- Deep understanding of advisory business models, investment process, and financial technology.
- Exceptional presentation, negotiation, and relationship management skills, with the ability to influence senior stakeholders.
- A self-motivated and organized professional with a history of meeting or exceeding sales quotas.
- Successful collaborator who enjoys building relationships with internal and external partners.
- Bachelor’s degree in Business, Finance, or a related field; advanced certifications (CFA, CFP) are a plus.
- FINRA Series 7 and 63/66 required (or obtainable within 60 days of start date).
- Willingness to travel for client meetings and industry events.
Benefits and 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.
- This is a Chicago-based, hybrid role, however highly-qualified, remote candidates will be considered.
- Compensation includes a base salary of $120,000-150,000 (based on skills and experience), plus a competitive variable compensation designed to incentivize and reward.
- Work with a great team in an exciting work environment
- 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: [email protected].
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What the Team is Saying
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What We Do
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. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.
Why Work With Us
Joining Halo presents the opportunity to generate a significant impact on the growth of the company and the lives of investors globally. We are a group of visionary leaders with a track record of success. We want to change the world and stand by the phrase "impact before profit."
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Halo Investing Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote
