Our Directors are responsible for owning client relationships and delivering successful transaction outcomes, making them integral to Forge's revenue growth and success in the private markets.
This role requires deep expertise in capital markets client relationships. Familiarity with deal execution with institutional clients is highly valued-especially in longer-duration transactions such as private placements.
We are seeking a creative, self-starting institutional sales professional with a client-first mindset and a passion for connecting clients with the world's most innovative startups. If you embody our core values-boldness, accountability, and humility-and consistently prioritize clients in every interaction, we'd love to hear from you.
Location: This role requires 2-3 days a week in office in San Francisco, CA.
Responsibilities
Monetize existing client relationships by managing deals from initial match through confirmation and close
Develop new relationships with hedge funds, asset managers, wealth management platforms, angel investors, and other buy-side clients
Build and maintain relationships with sellers, including individuals, venture capital/private equity firms, and their limited partners through regular engagement
Expand Forge's network within Silicon Valley communities, high-net-worth individuals, angel groups, and family offices
Collaborate with growth engineering teams to manage, automate, and scale inbound and outbound client engagement
Provide market insights, demonstrate expertise, and oversee transaction processes to align supply and demand
Partner with operations, legal, and other stakeholders to ensure successful transaction outcomes
Requirements
5-7 years of experience in financial services sales, with a focus on institutional sales and/or private placements
Proven experience managing individual quarterly sales or revenue targets
FINRA Series 7 and 63 licenses
Strong commitment to client service with exceptional attention to detail throughout the deal process
Bachelor's degree in finance, economics, business, or a related field
Ability to work both independently and collaboratively in a team environment
Experience with secondary transactions
Background in venture capital and private equity
For residents of San Francisco, CA/Bay Area the total compensation (salary + bonus) ranges from $200,000 - $350,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors.
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
Forgeglobal · San Francisco, CA