Forge Global
Financial Services
SeniorDirector,PrivateSecurities
“Senior Director, Private Securities at Forge Global. Skills: Private securities, Client relationships, Revenue growth. Own client relationships. Deliver successful transaction outcomes”
What You'll Achieve.
Drive Forge’s revenue growth
Industry & Context.
2-3 days a week in office
What They're Looking For.
Must Have
7–10 years financial services sales, Institutional sales experience, Private placements experience, FINRA Series 7, FINRA Series 63, Commitment to client service, Exceptional attention to detail
Nice to Have
Experience with secondary transactions
What You'll Do.
Own client relationships
Deliver successful transaction outcomes
Monetize existing client relationships
Manage deals from initial match through confirmation and
Develop new relationships with hedge funds
Develop new relationships with asset managers
Develop new relationships with wealth management platforms
Develop new relationships with angel investors
Develop new relationships with other buy-side clients
Build and maintain relationships with sellers
Expand Forge’s network within Silicon Valley communities
Expand Forge’s network within high-net-worth individuals
Expand Forge’s network within angel groups
Expand Forge’s network within family offices
Collaborate with growth engineering teams
Manage inbound client engagement
Automate client engagement
Scale client engagement
Provide market insights
Demonstrate expertise
Oversee the transaction process
Align supply and demand
Partner with operations
Partner with other stakeholders
How You'll Work.
Team & Collaboration
Cross-functional teams
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