The RoleOur 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, accountability, and humility-and consistently put clients first, we would 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 the transaction process to align supply and demand
- Partner with operations, legal, and other stakeholders to ensure successful transaction outcomes
Qualifications- 7-10 years of experience in financial services sales, with a focus on institutional sales and/or private placements
- Experience in venture capital and private equity
- 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
For residents of San Francisco, CA/Bay Area the total compensation (salary + bonus) ranges from $250,000 - $450,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors. 
