Forge Global
Financial Services
DirectorPrivateSecurities
“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
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