Forge Global

Financial Services

SeniorDirector,PrivateSecurities

$250–450k San Francisco, California, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Director candidates.

The Brief

“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.

Financial Services

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 buy-side clients

Build and maintain relationships with sellers

Expand Forge’s network

Manage inbound client engagement

Automate client engagement

Scale client engagement

Provide market insights

Oversee the transaction process

Align supply and demand

Ensure successful transaction outcomes

How You'll Work.

Team & Collaboration

Collaborate with growth engineering; Partner with operations; Partner with legal

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 Senior Directors are responsible for owning client relationships and delivering successful transaction outcomes, making them a critical driver of Forge’s revenue growth and success in the private markets. This role requires deep expertise in capital markets client relationships. Experience with institutional deal execution is highly valued—particularly 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, accou

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