Institutional Fixed Income Salesperson

CastleOak Securities, L.P. is a premier boutique investment bank seeking an Institutional Fixed Income Salesperson to join their veteran team. The role involves cultivating institutional asset management and public pension fund relationships, maintaining and building trusted client relationships, and providing detailed feedback to improve client needs.

Requirements

• Bachelor's degree
• Three or more years of related experience in Institutional Fixed Income Sales
• FINRA series 7 and 63 required
• Established set of client references
• Excellent written and verbal communication skills

Benefits

• Hybrid workplace
• Health insurance
• Commuter benefits
• 401(k) with company match
• Charitable contribution match program
• Company-paid life insurance
• Short-term and long-term disability insurance
• Paid time off
• Intentional culture celebrations and social outings