Halo Investing · 16 hours ago

Enterprise Business Development Director

United States

Full-time

Remote

Lead/Staff, Director/Executive

5+ years exp

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FinanceFinancial Services

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Responsibilities

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

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

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

Cultivate long-term relationships with key decision-makers and influencers at RIA firms, including C-suite, managing director-level executives, portfolio managers, and compliance officers

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

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

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

Maintain accurate records of sales activities and pipeline. Provide regular forecasts and reports to management on sales progress, wins, and challenges

Qualification

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Enterprise Sales ExperienceRIA KnowledgeSeries 7 LicenseSeries 65/66 LicenseFinancial TechnologyAsset Management SolutionsSales Strategy DevelopmentSolution SellingRelationship BuildingMarket IntelligenceForecastingCollaboration Skills