📋 Description
- Own client relationships and drive successful deal outcomes
- Lead capital markets engagements with institutional clients
- Develop relations with hedge funds, asset managers, and buy-side clients
- Build and maintain relationships with sellers (VC/PE firms and LPs)
- Expand Forge's network with Silicon Valley communities and high-net-worth individuals
- Collaborate with growth engineering to scale client engagement
- Provide market insights and oversee transaction processes
- Partner with operations, legal, and stakeholders for successful outcomes
- Location: Hybrid in SF, 2-3 days in office
🎯 Requirements
- 5–7 years in financial services sales, focused on institutional sales and/or private placements
- Proven experience meeting quarterly sales or revenue targets
- FINRA Series 7 and 63 licenses
- Strong client service orientation with attention to detail throughout the deal process
- Bachelor's degree in finance, economics, business, or related field
- Ability to work independently and collaboratively in a team
- Experience with secondary transactions
- Background in venture capital and private equity
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