Forge Global
Financial Services
DirectorPrivateSecurities
Neural analysis suggests this role is
optimal for Director candidates.
“Director Private Securities at Forge Global. Skills: Private placements, Institutional clients, Client relationships. Monetize existing client relationships. Manage deals from initial match through confirmation and”
What You'll Achieve.
Deliver successful transaction outcomes
Industry & Context.
What They're Looking For.
Must Have
5–7 years of experience in financial services sales, Proven experience managing individual quarterly sales or revenue targets, FINRA Series 7 and 63 licenses, Bachelor’s degree in finance, economics, business, or a related field
Nice to Have
Experience with secondary transactions, Background in venture capital and private equity
What You'll Do.
Monetize existing client relationships
Manage deals from initial match through confirmation and
Develop new relationships with buy-side clients
Build and maintain relationships with sellers
Expand Forge’s network
Collaborate with growth engineering teams
Manage inbound and outbound client engagement
Automate client engagement
Scale client engagement
Provide market insights
Oversee transaction processes
Align supply and demand
Partner with operations
Ensure successful transaction outcomes
How You'll Work.
Team & Collaboration
Growth engineering teams; Operations; Legal stakeholders
Full Job Description
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. The Role: 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, accounta
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