Own client relationships and deliver successful transactions.
Leverage capital markets expertise for private placements.
Develop hedge funds, asset managers, wealth platforms, and buy-side clients.
Build relationships with sellers including VC/PE firms and LPs.
Expand Forge's network with Silicon Valley communities and family offices.
Provide market insights and oversee transaction processes to align supply/demand.

🎯 Requirements

5–7 years of experience in financial services sales.
Focus on institutional sales and/or private placements.
Proven experience meeting quarterly sales targets.
FINRA Series 7 and 63 licenses.
Bachelor's degree in finance, economics, business, or related field.
Strong client service orientation with attention to detail.

🎁 Benefits

Equal opportunity employer.
Diversity and inclusion in the workplace.
Background checks conducted upon offer.
Collaborative, fast-paced team environment.

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