Regional VP, Marketplace Sales — Remote

Financialnarrative; Chicago (IL); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

On-site gym

Flexible PTO

401k program

Parental leave

Commission-based incentive

Job summary

Halo Investing is seeking a Regional Vice President of Marketplace Sales to lead business development and client relationships across a designated region. This Chicago-based hybrid role requires strong knowledge of alternative investments and capital markets to discuss Halo’s platform with RIAs and Family Offices.

You will set regional sales strategy, manage the client services team, build key partnerships, travel to conferences, and collaborate with marketing and product teams to meet regional

Qualifications

• SIE, Series 7 and Series 63/66 required.
• Bachelor’s degree in Business, Finance or related field.
• 5+ years in financial product sales, ideally RIA/Family Office/Bank Trust.
• CAIA, CFA preferred but not required.
• Proven sales and customer service skills with negotiation abilities.

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 objectives; identify target markets and build pipeline.
• Develop and manage productive relationships with key customers, partners and stakeholders.
• Manage the follow-up process while respecting clients' time.
• Represent Halo at industry events and conferences to promote products and services.
• Collaborate with marketing and product development to meet regional needs.
• Monitor and analyze sales metrics to identify areas for improvement and strategies.
• Update Salesforce to reflect accurate client information.
• Proactively research and generate new RIA/Family Office leads.

Skills

Negotiation skills

Sales leadership

Client relationship management

Communication

Travel readiness

Education

Bachelor’s degree in Business, Finance or related field

Tools

Salesforce

SIE

Series 7

Series 63/66

CAIA

CFA

Job description

Halo Investing is seeking a Regional Vice President of Marketplace Sales to lead business development and client relationships across a designated region. This Chicago-based hybrid role requires strong knowledge of alternative investments and capital markets to discuss Halo’s platform with RIAs and Family Offices.

You will set regional sales strategy, manage the client services team, build key partnerships, travel to conferences, and collaborate with marketing and product teams to meet regional