VP, Liquidity Solutions Sales — Institutional Growth

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

Benefits offered by this job

Health insurance

Commuter benefits

401(k) with company match

Charitable contribution match

Hybrid Workplace

Life insurance

Disability insurance

Paid time off

Job summary

CastleOak Securities, L.P. seeks a business development professional to drive revenue growth across liquidity solutions for institutional clients in a hybrid NYC-based role.

You will manage the full sales cycle from prospecting to closing, collaborating with Investment Banking, Capital Markets, and Fixed Income Sales. The ideal candidate brings 4+ years in financial services, deep knowledge of money market funds, and strong communication skills.

Qualifications

• 4+ years’ experience in the financial services industry, preferably inclusive of 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 actively manage a marketing plan to achieve maximum revenue and efficiency.
• Self-motivated individual that can work both independently and within a team structure.
• Excellent communication (verbal, written), presentation, and consultative skills.
• Willingness to roll up your sleeves and execute in an entrepreneurial environment.
• Ability to work from the NYC headquarters 3 days/week.

Responsibilities

• Develop a deep understanding of the client's needs to maximize growth and profitability.
• Analyze the competitive landscape to help identify and prioritize new product development and ensure we are positioning our products optimally.
• 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.
• Maintain close, highly interactive relationships with CastleOak’s clients and cash management institutional partnerships.
• Identify opportunities to increase share of wallet and build market share by improving sales acquisition and positioning in the marketplace.
• Be a thought leader on cash management and money market fund initiatives balancing revenue and volume opportunities with profitability targets.
• Provide ongoing training and market updates to Relationship Bankers and Fixed Income Sales on liquidity product developments and value propositions.
• Accompany Relationship Bankers and Fixed Income Sales on client/prospect calls and develop solutions tailored to specific needs.
• Assist in development & launching of targeted sales campaigns, and in the development of RFP responses.
• Tailor marketing and pitch materials to client segments.

Skills

Sales experience

Financial markets

Communication

Strategic thinking

Team collaboration

Relationship mgmt

Job description

CastleOak Securities, L.P. seeks a business development professional to drive revenue growth across liquidity solutions for institutional clients in a hybrid NYC-based role.

You will manage the full sales cycle from prospecting to closing, collaborating with Investment Banking, Capital Markets, and Fixed Income Sales. The ideal candidate brings 4+ years in financial services, deep knowledge of money market funds, and strong communication skills.