Account Manager
$65,000–$80,000 year
On-siteChicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull Time$65,000–$80,000 yearMid LevelBachelors DegreeSmall
Full TimeMid LevelBachelors DegreeSmall
Job Summary
Account Manager role focused on managing and growing relationships with sellers on Halo Investing's marketplace. Responsibilities include outbound lead generation, updating and maintaining the CRM, staying informed on product offerings and industry trends, creating client marketing presentations, performing competitor/industry research, and facilitating effective communication with brokers and advisers to achieve sales objectives.
Required Qualifications
- Bachelor's degree or 4 years of related work experience
- Must obtain SIE
- Series 7 and Series 66 (or 63) within 4 months of joining
- Interpersonal skills for communicating with clients and co-workers in a professional environment
- Knowledge of investment markets and products used as investment vehicles
- Excellent analytical and organizational skills
- Willing to give additional time and effort to achieve department objectives
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