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Halo Investing · 6 hours ago

Enterprise Business Development Director

Chicago, IL

Full-time

Hybrid

Senior Level, Lead/Staff

$120K/yr - $150K/yr

10+ years exp

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. They 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.

FinanceFinancial ServicesFinTech

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

Qualification

Enterprise sales experienceFinancial services knowledgeNegotiation skillsRelationship managementCFA certificationFINRA Series 7FINRA Series 63/66Presentation skillsCollaborationSelf-motivatedOrganizational skills

Required

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

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!