Own client relationships; drive deals from match to close.
Develop relationships with hedge funds, asset managers, and wealth platforms.
Build relationships with sellers (VC/PE firms, LPs).
Expand Forge network with Silicon Valley high-net-worth individuals and family offices.
Collaborate with growth engineering to automate and scale client engagement.
Partner with operations, legal, and other stakeholders to ensure successful transaction outcomes.

🎯 Requirements

5–7 years in financial services sales, focused on institutional sales and/or private placements.
Proven experience managing quarterly sales or revenue targets.
FINRA Series 7 and 63 licenses.
Strong commitment to client service 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.

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