Halo Investing · 4 days ago
Regional Vice President, Marketplace Sales
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expHalo Investing is a company focused on alternative investments and capital markets, seeking a Regional Vice President for Marketplace Sales. The role involves business development and relationship management with clients, leading sales activities, and collaborating with client services to meet advisor needs.
FinanceFinancial ServicesFinTech
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 and 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
Collaborate with other departments, including marketing and product development, to best meet the needs of customers in the region
Monitor and analyze sales metrics to identify areas for improvement and develop strategies to address them
Update and manage SalesForce database to reflect accurate client information
Proactively research and generate new RIA/Family Office leads
Qualification
Required
SIE, Series 7 and Series 63/66 required
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
Must have excellent sales and customer service skills with proven negotiation skills
Excellent organizational skills and attention to detail
Proficient with Salesforce or related software
Willingness to travel as required to conferences and/or clients
Preferred
CAIA, CFA preferred but not required
Benefits
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!
Company
Halo Investing
Halo Investing is a financial technology platform that provides structured note investments to the average investor.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$115.14MKey Investors
Owl VenturesAllianz Life Ventures
2021-10-11Series C· $100M
2019-06-03Series B· $11M
2017-05-31Series A· $4.14M
Leadership Team
Jason Barsema
Co-Founder / President
Recent News
2025-12-19
Company data provided by crunchbase