Regional VP, Marketplace Sales — Remote-Eligible

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

Benefits offered by this job

Medical, dental, vision coverage

Life & disability insurance

401k program

Paid parental leave

On-site gym and team activities

Flexible PTO

Job summary

Halo Investing, a Chicago-based firm, is seeking a Regional Vice President responsible for business development and relationship management within a designated territory. You will lead all sales activities and coordinate a client services team to address advisor needs.

Requirements include Series 7/63/66, SIE, a 5+ year track record in financial product sales, and strong negotiation and organizational skills. This is a hybrid role with remote options considered for highly qualified candidates.

Qualifications

• Active series 7 and series 63/66 licenses or equivalent.
• Bachelor’s degree in Business/Finance or related field.
• 5+ years in financial product sales, preferably RIAs/Family Offices.

Responsibilities

• Serve as main contact for Registered Investment Advisors and Family Offices in a designated region.
• Develop and execute regional sales strategy with targets and pipeline.
• Build and maintain relationships with key customers and partners.
• Manage follow-up processes while respecting client time.
• Represent Halo at industry events and conferences.
• Collaborate with marketing and product teams to meet regional needs.
• Monitor sales metrics and implement improvement strategies.
• Update Salesforce with accurate client data.
• Prospect and generate new RIA/Family Office leads.

Skills

SIE

Series 7

Series 63/66

Sales experience

Negotiation

Attention to detail

Travel readiness

CAIA

CFA (preferred)

Education

Bachelor’s degree in Business, Finance or related field

Tools

Salesforce

Job description

Halo Investing, a Chicago-based firm, is seeking a Regional Vice President responsible for business development and relationship management within a designated territory. You will lead all sales activities and coordinate a client services team to address advisor needs.

Requirements include Series 7/63/66, SIE, a 5+ year track record in financial product sales, and strong negotiation and organizational skills. This is a hybrid role with remote options considered for highly qualified candidates.