Director or Managing Director, Equity Sales & Trading (Global Electronic Trading) jobs in United States
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CastleOak Securities ยท 5 months ago

Director or Managing Director, Equity Sales & Trading (Global Electronic Trading)

CastleOak Securities is a premier boutique investment bank specializing in capital markets services. They are seeking a senior-level equity sales trader with expertise in global electronic trading to drive revenue and onboard new accounts while providing trusted advisory services to clients.

Financial Services

Responsibilities

Leverage a book of institutional electronic trading relationships to drive revenue and onboard new accounts
Act as a trusted advisor to clients on execution strategy, liquidity sourcing, and algorithmic optimization across global markets
Proactively sell CastleOak's electronic and algo trading suite, articulating differentiated performance and routing logic
Possess expert-level knowledge of U.S. equity market structure, including order types, venues (ATS/exchanges), dark pool dynamics, and regulatory considerations
Demonstrate familiarity with international markets, including T+ settlement cycles, local microstructure, and cross-border order handling
Provide pre- and post-trade analysis to clients, including VWAP, arrival price, and venue markout commentary
Collaborate with client trading & quant teams to offer client feedback that enhances algorithmic trading performance and platform features
Deliver real-time market color, execution insights, and high-touch coverage when needed
Ensure all activity is compliant, well-documented, and adheres to risk and regulatory controls
Work cross-functionally with operations, compliance, and technology to ensure a seamless client experience

Qualification

Equity trading experienceU.S. market structure expertiseInstitutional client acquisitionAlgorithmic trading knowledgeEMS/OMS platform familiarityFINRA Series 7 & 63Analytical skillsHigh integrityCommunication skills

Required

5+ years of equity trading or electronic sales trading experience
Demonstrated ability to generate revenue through electronic trading client coverage
In-depth expertise in U.S. equity market structure and global trading protocols
Strong sales skills with a history of institutional client acquisition and retention
Familiarity with industry-leading EMS/OMS platforms and algorithmic providers
FINRA Series 7 & 63 required, Series 55 & 24 a plus
Excellent communication and analytical skills
High integrity and disciplined approach to compliance and client service

Preferred

Experience launching or scaling electronic trading platforms
MBA or other graduate degrees are a plus

Benefits

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

Company

CastleOak Securities

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CastleOak Securities, L.P.

Funding

Current Stage
Growth Stage

Leadership Team

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Patrick Decatalogne
Executive Vice President Fixed Income, Partner
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Company data provided by crunchbase