Director Private Securities

Added
1 day ago
Type
Full time
Salary
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Related skills

finra series 7 finra series 63 buy_side_clients

πŸ“‹ 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

🎯 Requirements

  • 5–7 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

🎁 Benefits

  • Equal opportunity employer; diverse and inclusive workplace
  • Background checks after offer
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