Head of Growth Marketing at Halo Investing

| Chicago
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Halo Investing
  • www.haloinvesting.com

Chicago, Illinois
Job Type
The Head of Growth Marketing is responsible for the strategy, design, plan and delivery of marketing programs to accelerate sales and increase revenue . Integrating paid, owned and earned media, this position is responsible for building and executing integrated marketing promotions and performance marketing campaigns to Registered Investment Advisors, Investors and Financial Institutions In addition, this individual will work with key financial and investing trade and consumer publications to drive paid media opportunities for growth among Halo's target market.
Company Description:
Halo Investing, located in downtown Chicago, is a well-funded, financial technology startup who has the first independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase and manage the full lifecycle of the product while building efficiencies for Issuing banks.
In October 2021, Halo announced that it raised over US$ 100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.
  • Own the lead generation funnel to create and execute an integrated promotions strategy
  • Develop performance marketing strategies to generate leads and drive acquisition for Halo's B2B Business. Drive strong ROI and efficient CAC.
  • Work closely with sales and other members of the marketing team to develop insight-driven integrated campaigns utilizing paid media, owned media and earned media. These would include but not limited to publisher partnerships, SEM, social media, webinars, conferences and Fintech events and advertising.
  • Develop detailed plans for promotions in line with the marketing strategy. Analyze target audience to determine the appropriate hooks, narratives and offers.
  • Manage campaign costs and allocate budgets to each program. Establish campaign schedules and timelines.
  • Promote company's products, technology and thought leadership content that showcases Halo's differentiated value proposition
  • Share funnel conversion improvement ideas, feedback & present results to all stakeholders.

Required Education and Experience:
  • Bachelor's Degree required: A degree in Marketing, Business Administration or related field.
  • 8+ Years of relevant work experience, preferably in financial services, marketing or a related field.
  • Prior experience in a similar role as well as experience building effective multi-channel marketing strategies, including affiliate marketing, PPC, social media and other digital channels.
  • Knowledge of financial services, investments and/or retirement planning within a B2B setting is highly desirable
  • Good expertise in campaign and channel analysis and reporting, including Google Analytics experience.
  • Excellent analytical skills - leveraging data and behaviors to drive actionable insights & recommendations.
  • Experience with strategy, development and execution of GTM and product launch strategies
  • Excellent project management skills
  • Ability to balance competing deadlines and prioritize workload, rapidly moving between tasks in a fast-paced environment
  • A strong critical thinker with intellectual curiosity and creativity.
  • Excellent presentation and planning skills
  • A passion for technology, FinTech, Investing and retirement planning

  • Competitive Compensation
  • Comprehensive Medical and Dental
  • 401k Program
  • Unlimited PTO
  • Paid Parental Leave
  • Flexible Hybrid WFH Environment
  • Fun & Exciting work environment, including free snacks and onsite pop-a-shot
  • Flexible and highly collaborative work environment

Halo Values Diversity and Inclusion. 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 disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected]
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Open concept, brick, and timber loft just west of Chicago's loop. Close to Ogilvy, Union Station, and all CTA lines. Plenty of great lunch and happy hour locations within a stone's throw. A parking lot is available directly next to the office with a park on the same block.

An Insider's view of Halo Investing

How would you describe the company’s work-life balance?

I have always appreciated that Halo promotes a creative and family culture where people really care about each other personally and individually. Halo has always offered me the freedom to think outside of the box with enough time to do things the right way.

Matt Schoen

Product Development Lead

What does your typical day look like?

My day starts with a daily check-in with the product/development team. While changes daily, I'm supporting our developers facing blockers and checking in on ongoing projects.

As a largely remote-first team, the level of communication and fun we have is amazing! On Fridays, we have (zoom) happy hour and play games chosen by a rotating host.

Viviana Rishe

Scrum/Agile Manager

What makes someone successful on your team?

It starts with embracing the culture. Staying hungry and carrying a willingness to learn or contribute where there's a need, not only if asked to do so. Because we are so close as a team, we all want to work hard for each other.

Matt Rosenberg

Head of Customer Success

What is your vision for the company?

Halo is bringing accessibility to uniquely powerful investments which can increase confidence and security for investors all over the world.

Our motto is "impact before profits" and we live by that every day.

It's about doing something that's bigger than ourselves. It’s about challenging the status quo and changing the world for the better.

Jason Barsema

President and Co-Founder

How do your team's ideas influence the company's direction?

Halo operates a relatively flat organization. Any ideas to improve our product, a new initiative, or client experience are always welcomed. Working with clients on a daily basis, I regularly present welcomed feedback to the product team to help shape the direction of Halo's technology.

Jeremy Popper

Regional Vice President, Sales

What are Halo Investing Perks + Benefits

Halo Investing Benefits Overview

• Competitive Compensation
• Comprehensive Medical and Dental
• 401k Program
• Unlimited PTO
• Paid Parental Leave
• Flexible Hybrid WFH Environment
• Fun & Exciting work environment, including free snacks
• Flexible and highly collaborative work environment

Friends outside of work
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Gym membership available at discount ($30/year)
Team workouts
Retirement & Stock Options Benefits
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company covers all Ventra/Pace costs
Company Outings
Company retreat, seasonal outings to rooftop bars and game
Stocked Kitchen
Snacks and drinks
Happy Hours
Professional Development Benefits
Promote from within

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