Regional Vice President

| Florida, USA +80 more | Remote
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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 and Series 63/66 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]

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • CSSLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • TypeScriptLanguages
    • jQueryLibraries
    • jQuery UILibraries
    • ReactLibraries
    • ReduxLibraries
    • FlaskFrameworks
    • JestFrameworks
    • Next.jsFrameworks
    • PostgreSQLDatabases
    • AWS (Amazon Web Services)Services
    • GitLabServices
    • New RelicServices
    • Google AnalyticsAnalytics
    • FigmaDesign
    • MiroDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM
    • Salesforce PardotCRM
    • Adobe CampaignLead Gen

An Insider's view of Halo Investing

How would you describe the company’s work-life balance?

I have always appreciated that Halo promotes a creative and family culture where people really care about each other personally and individually. Halo has always offered me the freedom to think outside of the box with enough time to do things the right way.


Product Development Lead

What projects are you most excited about?

I’m working closely with the marking team on a campaign to raise awareness about Halo’s first-of-its-kind Structured Note SMA Marketplace. It spotlights some of our most valued partners & raises awareness of our revolutionary platform. I take pride knowing we’re gaining traction in the territory through our marketing & sales teams’ collaboration.


Business Development Representative

How has your career grown since starting at the company?

Joining Halo has given me the incredible opportunity to grow my career in CRM and marketing automation with a talented, dedicated team. In my two years at Halo, I’ve progressed into the Senior CRM Marketing Manager role and own the MarTech processes, implementation, and reporting for a high-growth Chicago startup full of opportunity.


CRM Manager

What is your vision for the company?

Halo is bringing accessibility to uniquely powerful investments which can increase confidence and security for investors all over the world.

Our motto is "impact before profits" and we live by that every day.

It's about doing something that's bigger than ourselves. It’s about challenging the status quo and changing the world for the better.

Jason Barsema

President and Co-Founder

How do your team's ideas influence the company's direction?

Halo operates a relatively flat organization. Any ideas to improve our product, a new initiative, or client experience are always welcomed. Working with clients on a daily basis, I regularly present welcomed feedback to the product team to help shape the direction of Halo's technology.


Regional Vice President, Sales

What are Halo Investing Perks + Benefits

Halo Investing Benefits Overview

• Competitive Compensation
• Comprehensive Medical and Dental
• 401k Program
• Flexible PTO
• Paid Parental Leave
• Pet Insurance and other voluntary insurance
• Hybrid WFH Environment
• Fun & Exciting work environment, including lots of free snacks and coffee
• Flexible and highly collaborative work environment

Volunteer in local community
Halo holds an organized volunteer event once a quarter. Recent events include a Lake Michigan beach clean up, a 5k to raise money for PAWS (a no-kill animal shelter), and a food drive. More to come!
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Hybrid work model
In-person all-hands meetings
We hold a quarterly Town Hall meeting that covers a comprehensive company update.
Flexible work schedule
Remote work program
Mandated unconscious bias training
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
Company equity
Performance bonus
Child Care & Parental Leave
Generous parental leave
Adoption Assistance
Company sponsored family events
Vacation + Time Off
Unlimited vacation policy
Generous PTO
We offer "flexible PTO" meaning we don't limit your yearly use.
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Snacks and drinks
Company-sponsored happy hours
Recreational clubs
Mother's room
Onsite gym
Professional Development
Lunch and learns
Promote from within
Online course subscriptions available
Paid industry certifications
Halo covers the cost of the various Series tests required for our employees.

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