Account Manager

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.