Institutional Fixed Income Sales Professional (Generalist & Credit Specialists)
CastleOak Securities · Boston, MA · 1 mo ago
HybridSales$100k–$150k/yrFull-time
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.
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.
Qualifications
- 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.
Pay
Base Salary Range: $100,000-$150,000
Incentive: Draw + Commissions