Institutional Fixed Income Sales Professional (Generalist & Credit Specialists)

About the role

Joining a veteran team operating in a dynamic sales and trading environment, the right candidate will thrive in our flat organizational structure that allows for direct interaction with our elite Wall Street executive leadership. The fixed income team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis.

Responsibilities

• Demonstrate a proven track record of success in cultivating institutional asset management and/or public pension fund relationships.
• Maintain an in-depth understanding of your client's workflow for direct execution across Credit and Rates markets, helping further our proprietary electronic trading franchise.
• Build and preserve valuable, trusted relationships with institutional clients.
• Take full ownership of growing your client base through prospecting, relationship management, referrals, cross-selling, and attending industry events or conferences.
• Respond effectively and rapidly to client inquiries pertaining to trading and pricing.
• Institutionalize your client relationships by coordinating seamlessly across our internal fixed income sales, trading, and syndicate teams.
• Interpret and communicate macro market forces impacting bond performance and portfolio benchmarks directly to portfolio managers and traders.
• Provide detailed feedback to our internal sales and product management teams to continuously anticipate and meet your client's evolving needs.
• Operate as a self-motivated professional who excels both independently and within a collaborative team structure.
• Bring a strong willingness to solve problems, exceptional time management, sharp organization skills, and a baseline desire to outperform goals.

Requirements

• 3+ years of direct experience in Institutional Fixed Income Sales.
• Must have an established, active set of institutional client references (only experienced candidates with active relationships will be considered).
• Active FINRA Series 7 and 63 licenses are required.
• Bachelor’s degree.
• Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional OMS/EMS connectivity.
• Excellent written/verbal communication skills paired with a "roll up your sleeves," team-first approach to doing business.

Qualifications

• Must have an established, active set of institutional client references (only experienced candidates with active relationships will be considered).
• Active FINRA Series 7 and 63 licenses are required.
• Bachelor’s degree.
• Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional OMS/EMS connectivity.
• Excellent written/verbal communication skills paired with a "roll up your sleeves," team-first approach to doing business.

Skills

• Strong problem-solving skills.
• Exceptional time management and organization skills.
• Able to work independently and collaboratively.

Benefits

CastleOak offers a competitive total rewards package including:

• Health insurance: competitive medical, dental, and vision programs.
• Commuter benefits.
• 401(k) with a company match.
• Charitable contribution match program for employees.
• Hybrid Workplace.
• Company-paid life insurance, short-term and long-term disability insurance.
• Paid time off: vacation, personal days, sick leave, etc.

Pay

Base Salary Range: $100,000-$150,000

Schedule

Hybrid Workplace