Related skills
finra_licenses๐ Description
- Monetize client relationships by managing deals from match to close.
- Develop relationships with hedge funds, asset managers, and other buy-side clients.
- Build and maintain relationships with sellers, including individuals, VC/PE firms, and LPs.
- Expand Forge's network with Silicon Valley groups, high-net-worth individuals, and family offices.
- Partner with operations, legal, and stakeholders to ensure successful outcomes.
๐ฏ Requirements
- 7โ10 years in financial services sales, focused 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 attention to detail through the deal.
- Bachelor's degree in finance, economics, business, or related field.
- Ability to work independently and in a team environment.
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