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CastleOak Securities
CastleOak Securities is seeking a Business Development Professional to join its Liquidity Solutions team, driving revenue growth across money market fund and liquidity products for institutional clients. The role involves managing the entire sales process from prospecting to closing, developing tailored advisory solutions, and collaborating with internal teams to execute sales strategies. This position requires a consultative approach to build strong client relationships and expand market share within the financial services industry.
CastleOak Securities, L.P. is an industry leading minority-owned, boutique investment bank focused on superior client service in capital markets, sales & trading, and financial advisory
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CastleOak Securities.
16% above the average for this role
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