Senior Director, Private Securities

📋 Description

• Monetize existing client relationships by managing deals from match to close
• Develop new relationships with hedge funds, asset managers, wealth management platforms, angel investors, and other buy-side clients
• Build and maintain relationships with sellers, including individuals, venture capital/private equity firms, and their limited partners through regular engagement
• Expand Forge’s network within Silicon Valley communities, high-net-worth individuals, angel groups, and family offices
• Collaborate with growth engineering teams to manage, automate, and scale inbound and outbound client engagement
• Provide market insights, demonstrate expertise, and oversee the transaction process to align supply and demand

🎯 Requirements

• 7–10 years in financial services sales, with a focus on institutional sales and private placements
• Experience in venture capital and private equity
• FINRA Series 7 and 63 licenses
• Bachelor’s degree in finance, economics, business, or a related field
• Ability to work independently and collaboratively in a team environment
• Experience with secondary transactions

🎁 Benefits

• Hybrid work in San Francisco: 2-3 days per week in the office