Account Manager
$65k - $80kHalo Investing Inc
Account Manager
Halo Investing is a fast-growing financial technology firm with a mission to empower investors by providing access to a wide range of protective investment solutions. Our platform offers a marketplace for structured notes, SMAs, defined outcome ETFs, insurance and annuities, and connects financial advisors and investors to a previously inaccessible market.
About the Role
This Chicago-based Account Manager role is responsible for managing and growing relationships with sellers on the marketplace platform. The role involves working with key sellers and internal teams to identify new business opportunities, develop and maintain relationships, and achieve business objectives.
Primary Responsibilities
- Develops, manages, and maintains relationships with financial advisers and counterparts
- Works to add value to our client's businesses to achieve sales goals
- Responsible, through outbound proactive calls, for generating leads
- Updates and manages the CRM database as necessary to ensure accurate client information
- Responsible for ongoing awareness of product offerings, current events, and industry trends
- Creates client marketing presentations
- Performs research on competitor/industry practices
Required Education and Experience
- Bachelor's degree or 4 years of related work experience, with minimum 1-2 years experience in financial sales
- Must obtain SIE. Series 7 and Series 66 (or 63) within 4 months of joining
- Interpersonal skills are required for communicating with clients and co-workers in a professional environment
- Must also maintain effective communication with co-workers and cooperative working relationships with other departments
- Must also demonstrate knowledge of investment markets and products used as investment vehicles
- Excellent analytical and organizational skills are required to determine the needs of the brokers while communicating product information, and time management skills are required to effectively meet the needs of the team
- Must also be willing to give additional time and effort to achieve department objectives
Benefits
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.
- Work with a great team in an exciting work environment, with opportunities for continued professional growth
- Competitive compensation package: base salary of $65,000-$80,000, plus variable compensation based on personal and business objectives
- 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, and 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 a disability or special need when applying for a role or during our recruitment process, please contact us at: View email address on click.appcast.io.
- ...to revolutionise customer speed of service. To continue delivering to this vision around the world we are looking for a driven Account Manager. About the role We are seeking a driven and customer-centric Account Manager to join our team and focus on the North America...SuggestedRemote jobFull time
$50k - $80k
...struggles, and failures – not just their success. We appreciate the individuality of the people around us. JOB SUMMARY: The Account Manager I, Midwest will be responsible for prospecting, developing and closing sales opportunities in the Midwest Region. This position...SuggestedFull timeLive inWork at officeLocal areaFlexible hours$500 per week
...Creatively Smart is one of the fastest growing startups in the U.S. We are a Social Media Management & Lead Generation company based in Chicago, IL. Job Description The Account Manager is responsible for developing and managing sales. The Account Manager takes...SuggestedWeekly payFull timeWork at office- ...The Account Manager works in close partnership with the Account Executive and the Corporate Client team, supporting the Custom Distribution Team’s strategic and operational goals. This role serves as a foundational step in developing the skills and experience required...SuggestedFull timeCasual workWork at officeLocal areaFlexible hours
$80k - $95k
...We are seeking an experienced and strategic Account Manager to join our team at Transfr! This is a unique opportunity to be part of a fast-growing organization and have a direct impact on customer retention, revenue growth, and long-term partner success across our expanding...SuggestedRemote jobFull timeLocal areaFlexible hours$108k
...TravelPerk) is the intelligent platform for travel and spend management. Built to tackle the time-consuming, manual work that gets in... ...the team. Visit to learn more. About the role: As our Account Management team grows we are looking for a customer-oriented and...Full timeWork at officeWorldwideRelocation package3 days per week$71.2k - $106.8k
...are hiring for multiple openings to build out this inside sales team with a target training date of April 2026. Inside Account Managers (IAMs) are responsible for named customer accounts and quota owners. IAMs are responsible for hunting, prospecting, managing...Full timeFor contractorsLocal areaRemote work$90k - $120k
...FloQast has a mission to support accounting and finance departments with workflow automation by accountants, for accountants. Founded... ...has offices in New York, London and Australia! The Account Manager will be joining a fast-growing team to help our technology company...Full timeWork at officeShift work3 days per week$90k - $120k
...FloQast has a mission to support accounting and finance departments with workflow automation by accountants, for accountants. Founded... ...has offices in New York, London and Australia! The Account Manager will be joining a fast-growing team to help our technology company...Full timeWork at officeShift work3 days per week$150k - $210k
...service providers with cutting-edge storage platforms that redefine performance, reliability, and cyber resilience at scale. As an Account Manager , you will be responsible for driving revenue growth and expanding market penetration for Infinidat’s enterprise storage...Full timeFlexible hours- ...Perfect Audience is seeking a Chicago-based Account Manager ready to become a charter member of our customer success team. The customer success team is the "secret sauce" that makes Perfect Audience great for marketers. As an Account Manager, you will resolve complex...Full timeImmediate start
$85k - $95k
...marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness,... ...more at later.com . About this position: The Affiliate Account Manager plays a critical role in driving client success and...Permanent employmentFull timeLocal areaImmediate startRemote workShift work$125k - $150k
...role in evolving usage and activating our channel growth plans, managing key customer relationships, and identifying opportunities to... ...broker, and distributor relationships across assigned channels and accounts. ~ Assume ownership of existing Alternative Channel...Remote jobPermanent employmentFull timeWork at office- ...Job description About the job As a Key Account Manager at Innova Market Insights, you will play a crucial role in strengthening and expanding relationships with our most strategic customers across North America in the food-FMCG market. You are a senior discussion...Full time
$90k - $100k
...We are looking for a driven and client-focused Senior Programmatic Account Manager to join our US National team. You will own a portfolio of brand direct and agency clients across our US Central region, acting as their primary point of contact from campaign kickoff through...Full timeWork at officeFlexible hours$75k - $103k
...contact us at ****@*****.*** to verify its legitimacy. Your trust is important to us. Stay safe and informed. The Senior Account Manager owns the client-facing relationship, post-sale. The Senior Account Manager provides superior client service through premium...Full timeFlexible hours$69k - $84k
...moments that matter - both for our audiences and our employees - and aim to leave a positive mark on culture. Overview The Account Manager (AM) will touch all facets of the business from aiding in the sales process to ensuring the delivery and stewardship of the...Worldwide$160k - $350k
...Description Account Manager The Company: Varonis (Nasdaq: VRNS) is a leader in data security, fighting a different battle than conventional cybersecurity companies. Our cloud-native Data Security Platform continuously discovers and classifies critical data, removes...Local areaWorldwide$100k - $150k
...individual who's eager to make an impact, take ownership, and grow their career in a fast-paced, collaborative environment. The Account Manager is an individual contributor inside-sales role that sits at the frontlines of customer retention and growth. You'll own and...Temporary workWork experience placementWork at officeRemote work- ...improvement department was established, adopting a Total Quality Management approach. Over the years, the department has matured and... ...Leader in a timely manner for analysis and action. Develop key account plans, including sales summaries, key personnel, account...Work at officeLocal areaWork from home
$95k - $125k
...Expansion Account Manager Denver, CO;Atlanta, GA;Phoenix, AZ;Chicago, IL About Gusto At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and...Full timeWork at officeLocal areaRemote work2 days per week3 days per week$30 per hour
...VIP Account Manager Level Up Your Career with Zynga! At Zynga, we bring people together through the power of play. As a global leader in interactive entertainment and a proud label of Take-Two Interactive, our games have been downloaded over 6 billion times—connecting...Hourly payFull timeWork at officeWeekend workAfternoon shift$120k - $150k
About the role An Account Manager is empowered to grow and enhance customer relationships with Computacenter. Account Managers work to identify opportunities within their current customer base or benefit from the many marketing activities sponsored by Computacenter. Travel...Temporary workWork at officeRemote workWorldwide$75k
...Job Summary As an Account Manager, you will play a crucial role in fostering strong relationships with key clients and driving sales within your assigned territory. You'll work with a diverse range of customers, offering high-quality products that meet the toughest...Work experience placement- ...Account Manager Atlas Toyota Material Handling is currently hiring an Account Manager to join our growing sales team. We are seeking a motivated seller to continue to increase the success of our #1 Industrial Vehicle Brand. Atlas Toyota Material Handling, part of...Temporary workCurrently hiringWork at officeMonday to Friday
$89k - $133k
...dedicated to making computing more human, in addition to Bitmoji ( , Saturn, and other digital services. We’re looking for an Account Manager to join Snap Inc! As a member of the Sales team, you will work in a fun, fast-paced, and fluid environment. You will need to...Temporary workLive inWork at officeLocal area- ...technology sectors. Sanmina Corporation has facilities strategically located in key regions throughout the world. Account Manager Job Purpose: The Account Manager is responsible for creating and sustaining Sanmina's engagement with...Contract workRemote workNight shift
$56k
...Account Manager Chicago, Illinois, United States Today's logistics marketplace is an ever-changing landscape where you can make your mark. Spot gives you the tools to tackle industry challenges for our partners. Here, initiative, drive, and teamwork form the basis...Local area$70k - $75k
...TV, Sling Freestream, and Rakuten TV. About Role: We are searching for an enthusiastic, proactive, and detail-oriented Account Manager to join our growing team! This opportunity will play an integral role in helping achieve Vevo's company objectives, and will report...Full timeWork at officeLocal areaWorldwide3 days per week$50k - $75k
...sexual orientation, veteran status, or any basis prohibited by the laws that govern its operations. Job Description: The Account Manager is responsible for delivering high-quality and efficient service to both internal and external clients, serving as a critical partner...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Account Manager. Be the first to apply!
- interim accounting manager Chicago, IL
- dedicated account manager Chicago, IL
- public sector account manager Chicago, IL
- non profit accounting manager Chicago, IL
- senior account manager Chicago, IL
- hvac account manager Chicago, IL
- account manager part time Chicago, IL
- influencer marketing account manager Chicago, IL
- freelance account director Chicago, IL
- outsourced accounting manager Chicago, IL


