About the role
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, accountability, and humility—and consistently prioritize clients in every interaction, we’d love to hear from you.
Location: This role requires 2-3 days a week in office in San Francisco, CA.
Responsibilities
- Monetize existing client relationships by managing deals from initial match through confirmation and close
- Develop new relationships with hedge funds, asset managers, wealth management platforms, angel investors, and other buy-side clients
- Build and maintain relationships with sellers, including individuals, venture capital/private equity firms, and their limited partners through regular engagement
- Expand Forge’s network within Silicon Valley communities, high-net-worth individuals, angel groups, and family offices
- Collaborate with growth engineering teams to manage, automate, and scale inbound and outbound client engagement
- Provide market insights, demonstrate expertise, and oversee transaction processes to align supply and demand
- Partner with operations, legal, and other stakeholders to ensure successful transaction outcomes
Qualifications
- 5–7 years of experience in financial services sales, with a focus on institutional sales and/or private placements
- Proven experience managing individual quarterly sales or revenue targets
- FINRA Series 7 and 63 licenses
- Strong commitment to client service with exceptional attention to detail throughout the deal process
- Bachelor’s degree in finance, economics, business, or a related field
- Ability to work both independently and collaboratively in a team environment
Preferred Qualifications
- Experience with secondary transactions
- Background in venture capital and private equity
For residents of San Francisco, CA/Bay Area the total compensation (salary + bonus) ranges from $200,000 - $350,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors.
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches as well as fingerprint and drug test.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
Aplyr's read
Forge Global is a fintech innovator in private market trading, attracting tech-savvy professionals eager to shape the future of private equity transactions.
What's promising
- •Forge Global offers a unique platform for trading shares in private companies, addressing a niche market need.
- •The company is expanding its technical team, indicating growth and investment in technology development.
- •Forge's focus on KYC/AML roles highlights its commitment to regulatory compliance and secure trading environments.
What to watch
- •The private market trading niche may limit Forge's market size compared to broader fintech solutions.
- •Competition from established financial institutions entering private markets could impact Forge's growth.
- •Forge's success heavily relies on the fluctuating valuations of private companies, posing a financial risk.
Why Forge Global
- •Forge Global specializes in a platform that facilitates liquidity in private markets, a rare focus in fintech.
- •The company combines financial expertise with advanced technology to streamline private equity transactions.
- •Forge's emphasis on marketplace middleware engineering sets it apart in the fintech landscape.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Forge Global
Forge is a technology company that provides a platform for private market trading, enabling investors to buy and sell shares in private companies.
