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About the Role

CastleOak Securities is seeking a business development professional to drive revenue growth for its Liquidity Solutions team. This role involves managing the entire sales process from prospecting to closing, working with a diverse range of institutional clients. The ideal candidate will be a consultative, solutions-oriented sales professional with initiative, energy, and strong networking skills.

Responsibilities

Develop a deep understanding of client needs to maximize growth and profitability.
Analyze the competitive landscape to identify new product development opportunities and optimize product positioning.
Develop packaged advisory solutions aligned with core cash treasury products and banking relationships.
Collaborate with Investment Banking, Capital Markets, and Fixed Income Sales to develop and prioritize sales strategies.
Maintain close, interactive, value-added relationships with clients and cash management institutional partnerships.
Proactively identify opportunities to increase share of wallet and market share.
Act as a thought leader on cash management and money market fund initiatives, balancing revenue and profitability.
Provide training and market updates to Relationship Bankers and Fixed Income Sales.
Accompany Relationship Bankers and Fixed Income Sales on client/prospect calls to develop tailored solutions.
Assist in the development and launching of targeted sales campaigns.
Assist in the development of RFP responses.
Tailor marketing and pitch materials to client segments.

Requirements

4+ years of experience in the financial services industry, preferably including money market funds and/or financial technology.
Solid understanding of institutional money market funds and short-term fixed income markets.
Ability to create, assess, execute, and manage a marketing plan for revenue and efficiency.
Self-motivated individual capable of working independently and within a team.
Strong time management, organizational, detail-orientation, and problem-solving skills.
Excellent communication (verbal, written), presentation, and consultative skills.
Excellent analytical, reasoning, and problem-solving skills.
Self-starter with the ability to meet deadlines, prioritize, multi-task, and maintain flexibility in a fast-paced environment.
Willingness to execute in an entrepreneurial environment.
Ability to work from the NYC headquarters 3 days/week.

Skills

Money market funds
Financial technology
Short-term fixed income markets
Marketing plan development
Sales strategy
Client relationship management
Cold calling
Networking
Lead generation
Prospecting
Qualifying
Business development
Closing sales
Sales segmentation
Sales planning
Marketing campaigns
Product positioning
Influencing
Persuasion
Consultative selling
Analytical skills
Problem-solving skills
Time management
Organizational skills
Detail-orientation
Communication skills
Presentation skills

Location

NYC Office

Work Type

Hybrid Workplace
Full-time
Hybrid (3 days in-office, 2 days remote)

Experience Level

4+ years experience

Education Level

Series 7, 63 (will be required within 3 months of hire)

Salary/Compensations

$125,000 – $175,000 base salary
Eligible for a performance-based discretionary bonus

Benefits

Competitive medical, dental, and vision programs
Commuter benefits
401(k) with a company match
Charitable contribution match program for employees
Company-paid life insurance, short-term and long-term disability insurance
Paid time off: vacation, personal days, sick leave, etc.
Company-paid $300,000 life insurance policy
Comprehensive health and retirement packages

About the Company

CastleOak Securities, L.P. is a premier boutique investment bank focused on providing capital markets services to 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.
Since its founding in 2006, CastleOak has assisted clients on public offerings totaling over $4 trillion.
CastleOak's professionals average 20 years of successful Wall Street experience and maintain working relationships with large global corporations.
The Money Fund Solutions group provides best-in-class liquidity solutions to help clients preserve, manage, and maximize their cash and cash equivalents.
Core products include Money Fund Access (MFA), an industry-leading portal powered by State Street Fund Connect technology, and CastleOak Money Fund Share Classes, a partnership with Morgan Stanley's Investment Management arm.

Equal Opportunity

All qualified applicants will receive consideration 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), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.