Related skills
finra series 7 finra series 63 buy_side_clientsπ Description
- Monetize existing client relationships from match to close; 2-3 days/week in SF.
- Develop relationships with hedge funds, asset managers, and other buy-side clients
- Build and maintain relationships with sellers, including VC/PE firms and LPs
- Expand Forge's network with Silicon Valley communities, HNW individuals, angels
- Collaborate with growth engineering to scale inbound/outbound client engagement
- Provide market insights and oversee transaction processes to align supply and demand
π― Requirements
- 5β7 years in financial services sales with institutional sales/private placements
- Proven experience managing individual quarterly sales or revenue targets
- FINRA Series 7 and 63 licenses
- Strong client service focus with attention to detail during deal process
- Bachelor's degree in finance, economics, business, or related field
- Ability to work both independently and collaboratively in a team environment
π Benefits
- Equal opportunity employer; diverse and inclusive workplace
- Background checks after offer
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Sales Jobs. Just set your
preferences and Job Copilot will do the rest β finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!