Investment Product Specialist

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 were 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 RIAs access to structured notes annuities and other protective investment solutions.

At Halo weve 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:

Halo is looking for a highly motivated and technically proficient Investment Product Specialist to serve as a subject matter expert and key partner to our sales distribution and client-facing teams.

This role sits at the intersection of investment strategy product knowledge and client engagement. We are seeking a self-starter and team player who is eager to create a lasting legacy in this fast-growing and dynamic area of protective investing. You will drive business development by educating advisors and enterprises on complex solutions and representing Halo as a thought leader in the market.

Key Responsibilities:

Subject Matter Expertise & Client Engagement:

• Advisory Support: Act as the primary technical resource and subject matter expert (SME) for the sales team guiding conversations with financial advisors wealth managers and institutional clients.
• Advanced Product Knowledge: Maintain deep expertise across our specialized product suite including Structured Notes Options Overlays Securities-Based Lending (SBL) Private Markets and Separately Managed Accounts (SMAs) .
• Client Consultation: Lead 1:1 and group meetings with advisors and clients translating complex financial strategies into clear actionable advice regarding risk management and portfolio solutions.

Business Development & Thought Leadership:

• Content Creation: Develop and contribute to high-impact thought leadership content (e.g. webinars case studies blog posts) to position the firm as a leader in protective and alternative investing.
• Public Speaking & Events: Represent the firm at industry conferences roadshows and client events delivering compelling presentations on market trends product mechanics and investment strategies.
• Market Intelligence: Provide continuous feedback to the product and development teams on advisor needs market gaps and competitive landscape analysis to inform future platform enhancements.

Required Experience and Skills

The ideal candidate must possess deep practical expertise in the following areas:

• Portfolio Construction: Proven ability to analyze and discuss how protective and alternative solutions fit within broader diversified client portfolios.
• Hedging & Risk Management: Strong understanding of equity and fixed income hedging strategies including the mechanics of listed and OTC options.
• Asset Allocation Modeling: Experience utilizing quantitative models and tools to demonstrate the impact of specialized products on client outcomes.
• Trading Mechanics: Functional knowledge of the operational and execution aspects of trading complex securities.
• High-Net-Worth (HNW) Planning: Direct experience working with financial advisors on planning and investment solutions tailored for affluent and HNW client segments.

Experience and Certifications:

• CFP (Certified Financial Planner) and/or CFA (Chartered Financial Analyst) designation strongly preferred.
• Active FINRA Series 7 and Series 65 (or 66) licenses highly desired.
• Bachelors degree in Finance Economics or a related quantitative field.
• 10 years of experience in product specialization investment consulting or sophisticated distribution roles within asset management wealth management or fintech.
• Exceptional written and verbal communication skills with a demonstrated ability to present complex financial concepts to diverse audiences.

Benefits and Compensation:

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.

• This is a hybrid role working 3 days/week in our downtown Chicago office.
• Competitive compensation including base salary of $ plus variable compensation based on personal and business objective
• Work with a great team in an exciting work environment
• 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:

Required Experience:

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