CastleOak Securities

Liquidity Sales, Vice President

New York, New York, United States · Exec · Full-time

Sponsorship not specified$125k-$175kDetected 1 day ago

SalesBusiness DevelopmentLead GenerationCold OutreachM&ACommunicationCollaborationProblem SolvingTime Management

About the role

CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients.
Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements).
Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion.

Develop a deep understanding of the client's needs to maximize growth and profitability
Develop packaged advisory solutions appropriate for client segments which align with core cash treasury products and deeper, broader, multi-faceted banking relationships
Collaborate with Investment Banking, Capital Markets, and Fixed Income Sales to develop and prioritize sales strategies for a range of client segments
In collaboration with CastleOak management, maintain close, highly interactive, value-added relationships with CastleOak's clients and cash management institutional partnerships
Proactively identify opportunities to increase share of wallet and build market share by improving sales acquisition, penetration and positioning in the marketplace
Accompany Relationship Bankers and Fixed Income Sales on client/prospect calls and develop solutions tailored to specific needs

4+ years' experience in the financial services industry, preferably inclusive of money market funds and/or financial technology
Ability to work from the NYC headquarters 3 days/week.

A proven track record of success in cultivating sales opportunities that resulted in winning new business
Experience working with and knowledge of the buying behavior of corporations, financial institutions and local governments.
Demonstrated ability to translate an understanding of client buying behavior into tactical plans that increase segment growth (e.g. sales segmentation and planning, marketing campaigns, product positioning)
Demonstrated ability to influence and persuade
Series 7, 63 (will be required within 3 months of hire)
Please do not solicit employees of the firm directly regarding open positions.

$125,000 - $175,000 base salary, eligible for a performance-based discretionary bonus
$125,000 - $175,000 USD

Company-paid $300,000 life insurance policy, alongside comprehensive health and retirement packages.
We offer a competitive total rewards package including:
Commuter benefits

Analyze the competitive landscape to help identify and prioritize new product development and ensure we are positioning our products optimally

tion for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), ph

This listing is sourced directly from CastleOak Securities's careers page and normalized into a canonical job model.