Halo Investing
Builtin · Indexed 2026-06-26
Account Manager
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Indexed description
Halo Investing Account Manager 2 Days AgoSaved Hybrid Chicago, IL, USA 65K-80K Annually Junior 65K-80K Annually JuniorFintech • Software • Financial ServicesManage 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.Top Skills: CRM
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