Jobs at Halo Investing

Record and reconcile daily cash and accounts receivable, prepare month-end reconciliations and accruals, manage client invoicing and credit card/T&E reviews, support month-end and annual close, and assist with audits and regulatory examinations.

Manage and grow relationships with financial advisors and sellers on the marketplace. Generate leads via outbound calls, maintain CRM records, create client marketing materials, monitor product offerings and industry trends, and collaborate internally to meet sales objectives.

Manage payroll and employee benefits for ~100 employees using ADP and HRIS. Process enrollments, payroll, tax filings, ACA reporting, onboarding support, and partner with vendors and HR to maintain accurate records and implement culture-building programs.

The Regional Vice President oversees business development and client relations in a region, executing sales strategies and collaborating with various teams to achieve growth targets.

Manage full-cycle recruitment, onboarding, HRIS and payroll coordination, employee relations, benefits administration, compliance, and employee engagement for ~100 employees. Serve as trusted advisor, mentor HR staff, and drive HR initiatives alongside CHRO and managers.