Director Private Securities

Added
27 minutes ago
Type
Full time
Salary
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Related skills

private equity venture capital institutional sales capital markets hedge funds

📋 Description

  • Manage deals from match to close with clients
  • Develop relationships with hedge funds and asset managers
  • Build relationships with sellers including VC/PE firms and LPs
  • Expand Forge’s network with SV communities and high-net-worth individuals
  • Collaborate with growth engineering to scale client engagement
  • Provide market insights and oversee deal processes
  • Partner with operations and legal for successful outcomes

🎯 Requirements

  • 5-7 years in financial services sales focusing on institutional sales
  • Proven track record meeting quarterly sales targets
  • FINRA Series 7 and 63 licenses
  • Strong client service with attention to deal details
  • Bachelor's degree in finance, economics, or business
  • Ability to work independently and in a team

🎁 Benefits

  • Equal opportunity employer committed to diversity and inclusion
  • Hybrid work arrangement in San Francisco (2-3 days in office)
  • Opportunity to work on innovative private market technology
  • Collaborative culture aligned with Forge's core values (bold, accountable, humble)
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