Director, Private Securities

📋 Description

• Own client relationships; deliver successful transaction outcomes.
• Develop new relationships 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 groups, HNWIs, and family offices.
• Collaborate with growth engineering to automate and scale engagement.
• Provide market insights and oversee transaction processes.

🎯 Requirements

• 5–7 years of experience in financial services sales focused on institutional clients.
• Proven track record of meeting quarterly sales or revenue targets.
• FINRA Series 7 and Series 63 licenses.
• Bachelor’s degree in finance, economics, business, or related field.
• Ability to work independently and collaboratively in a team.
• Experience with private placements and capital markets.

🎁 Benefits

• Equal opportunity employer.
• Committed to diversity and inclusion.
• Hybrid work arrangement with in-office NYC presence.