VP of Institutional Liquidity Solutions 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

Hybrid Workplace

Life insurance

Disability insurance

Paid time off

Job summary

CastleOak Securities, L.P. in New York, NY seeks a VP for Institutional Liquidity Solutions Sales to drive revenue growth across money fund solutions and liquidity products for institutional clients.

You will lead the full sales cycle from prospecting to close, collaborating with key product teams and maintaining strong client relationships. The role requires deep knowledge of money market funds, fixed income markets, and a proven sales track record.

Qualifications

• 4+ years in financial services, money market funds or fintech preferred.
• Strong knowledge of institutional money markets and short-term fixed income.
• Ability to plan, execute, and manage revenue-focused marketing efforts.
• Independent worker who thrives in a team and fast-paced setting.
• Excellent written and verbal communication and presentation skills.

Responsibilities

• Own end-to-end sales process from prospecting to closing for liquidity solutions.
• Develop growth strategies across products for institutional clients.
• Collaborate with Investment Banking, Capital Markets, and Fixed Income Sales.
• Build and maintain value-added relationships with clients and partners.
• Identify opportunities to increase share of wallet and market share.
• Provide market updates and training to internal teams on liquidity products.
• Support in targeted sales campaigns and RFP responses.
• Tailor pitches and materials to client segments and needs.

Skills

Relationship building

Excellent communication

Analytical thinking

Sales strategy

Problem solving

Time management

Self-motivated

Team collaboration

Job description

CastleOak Securities, L.P. in New York, NY seeks a VP for Institutional Liquidity Solutions Sales to drive revenue growth across money fund solutions and liquidity products for institutional clients.

You will lead the full sales cycle from prospecting to close, collaborating with key product teams and maintaining strong client relationships. The role requires deep knowledge of money market funds, fixed income markets, and a proven sales track record.