Teams at Halo Investing

Owns financial execution product capabilities from conception through release, including trading interfaces, order-entry workflows, routing systems, and execution features. Partners with trade desks, customers, Engineering, Design, Sales, and Marketing to define requirements, manage development, ensure regulatory compliance, and drive go-to-market initiatives. Requires capital markets product management experience, OMS or EMS expertise, trade lifecycle knowledge, and familiarity with financial SaaS platforms.

The Assistant Controller will oversee accounting operations, including accounts payable, accounts receivable, general ledger, and financial reporting. Responsibilities include preparing financial statements, budgets, and forecasts; managing cash flow and investments; maintaining financial policies, procedures, and internal controls; supporting compliance; and partnering with banks, auditors, and internal departments. The role also involves mentoring accounting team members and improving financial processes.

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.