Senior Director, Private Securities

📋 Description

• Own client relationships and deliver successful transaction outcomes.
• 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.
• Expand Forge’s network within Silicon Valley communities, high-net-worth individuals, angel groups, and family offices.
• Collaborate with growth engineering teams to manage inbound and outbound client engagement.
• Provide market insights, demonstrate expertise, and oversee the transaction process to align supply and demand.

🎯 Requirements

• 7–10 years of experience in financial services sales, with a focus on institutional sales and/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 throughout the deal process.
• Bachelor’s degree in finance, economics, business, or a related field.
• Ability to work independently and collaboratively in a team.

🎁 Benefits

• Hybrid work arrangement with 2-3 days in office in Soho, NY.
• Equal opportunity employer with a diverse and inclusive workplace.