Related skills
enterprise sales finra_licenses_7_63📋 Description
- Monetize existing client relationships by managing deals from initial match to close
- Develop relationships with hedge funds, asset managers, wealth platforms, and buy-side clients
- Build and maintain seller relationships with individuals, VC/PE firms, and LPs through regular engagement
- Expand Forge's network in Silicon Valley, high-net-worth individuals, angel groups, and family offices
- Collaborate with growth engineers to manage, automate, and scale client engagement
- Provide market insights and oversee the transaction process to align supply and demand
🎯 Requirements
- 7-10 years of financial services sales, with a focus on institutional sales or private placements
- Experience in venture capital and private equity
- FINRA Series 7 and 63 licenses
- Strong commitment to client service with meticulous deal attention
- Bachelor’s degree in finance, economics, business, or a related field
- Ability to work independently and collaboratively in a team environment
🎁 Benefits
- Experience with secondary transactions
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