About Halo:
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.Named by Fast Company among Top 10 Most Innovative FinTech Companies, Halo is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries, wealth managers and RIA’s access to structured notes, annuities and other protective investment solutions.
At Halo, we’ve balanced growth with a strong company culture to create a uniquely motivated, dynamic, and proactive team where we value collaboration, communication, and passion!
About the Role:
Portfolio Specialist
Halo is hiring a Portfolio Specialist to partner with our Regional Vice Presidents and Enterprise Sales team. The role will focus on building relationships with and supporting registered investment advisors, registered representatives, CIOs and due diligence analysts. The successful individual will be expected to drive new business and revenue, advocating for Halo-provided solutions while providing support and guidance to sophisticated decision-makers in the investment advisory space.
In this role you will:
- Consult with RIA’s and registered representatives to educate and advise on portfolio construction, implementation and allocation based upon a detailed understanding of investment strategies, products and solutions offered by Halo
- Drive adoption and growth of Halo solutions, such as structured notes, fixed income, specialty Separately Managed Accounts
- Participate in prospect and client meetings, both virtually and in-person
- Contribute to the creation of educational materials and marketing collateral
- Leverage and optimize Halo’s platform analytics and technology to generate actionable investment insights
- Build strong cross-functional relationships with Halo’s internal sales, investment and operations partners for ongoing collaboration
- Always act in full compliance with all applicable policies, regulations, rules and laws
Successful candidates will have the following experience:
- At least 5+ years of relevant experience in financial services, focused on portfolio construction, asset allocation and investment selection for high net worth investors, advisors or institutions
- Prior successful experience working directly with high caliber IAR’s and registered reps in a sales, advisory or consultative capacity is required
- Deep understanding and prior experience with structured notes and derivatives is highly preferred
- Demonstrable track record of successfully leading and managing key client relationships
- Familiarity with a broad range of investment products and solutions
- Entrepreneurial spirit, willingness to embrace and lead change, and determination to find creative solutions to problems
- Technical skills, including strong investment acumen with an understanding and passion for financial markets, derivatives, and a detailed understanding of portfolio construction techniques and investment processes
- Skilled at managing relationships, with excellent interpersonal and communication skills, including the ability to present investment material confidently to clients
- Education: Bachelor’s degree in business, finance, economics, or a related field. Advanced education/certifications (MBA, CFP, CAIA, CFA) strongly preferred but not required
- Licensing: Series 7 and 65/66 required; may consider candidates expecting to complete licensing within 90 days of start date
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 $100,000-$150,000, 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: hr@haloinvesting.com.
100000.00 To 150000.00 (USD) Annually
