Liquidity Solutions VP, Institutional Sales

CastleOak Securities, L.P.; New York (NY); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Charitable contribution match program

Hybrid Workplace

Company-paid life insurance

Short-term and long-term disability

Job summary

CastleOak Securities, L.P. seeks a results-driven business development professional to join our Liquidity Solutions team in New York City. You will own the end-to-end sales cycle, from prospecting to close, engaging institutional clients across corporates, asset managers, and funds with a consultative approach.

Hybrid work model (3 days in-office, 2 days remote) with a focus on market knowledge, revenue growth, and strategic partnerships, reporting to the Liquidity Solutions leadership.

Qualifications

• 4+ years in financial services, money market funds or fintech preferred.
• Strong understanding of institutional money markets and short-term fixed income.
• Ability to create, assess, and execute a marketing plan to drive revenue.
• Self-motivated, able to work independently and in a team, with urgency to meet goals.
• Excellent communication, presentation and consultative skills.
• Strong analytical and problem-solving abilities.
• Capable of managing multiple deadlines in a fast-paced environment.
• Willingness to work from the NYC headquarters 3 days/week.

Responsibilities

• Develop deep understanding of client needs to maximize growth and profitability.
• Analyze competitive landscape to identify new product development and positioning.
• Develop packaged advisory solutions for client segments aligned with core cash treasury products.
• Collaborate with Investment Banking, Capital Markets, and Fixed Income Sales on sales strategies.
• Maintain close, interactive relationships with clients and cash management partnerships.
• Identify opportunities to increase share of wallet and market share.

Skills

Sales strategy

Prospecting

Client relationships

Market knowledge

Job description

CastleOak Securities, L.P. seeks a results-driven business development professional to join our Liquidity Solutions team in New York City. You will own the end-to-end sales cycle, from prospecting to close, engaging institutional clients across corporates, asset managers, and funds with a consultative approach.

Hybrid work model (3 days in-office, 2 days remote) with a focus on market knowledge, revenue growth, and strategic partnerships, reporting to the Liquidity Solutions leadership.