Teams 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.

Design, build, and maintain end-to-end and integration test frameworks using Playwright. Write modular Python test scripts, integrate suites into CI/CD pipelines, debug flaky tests using Playwright Traces/Inspectors, optimize test execution, and collaborate with developers and product teams in an Agile environment to define test strategies and ensure application quality.