Forge Global
Financial Services
SeniorDirector,PrivateSecurities
Neural analysis suggests this role is
optimal for Director candidates.
“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.
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
Applying for this Senior Director, Private Securities role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Forge Global?
Real rants from real employees. Read before you apply.