Own product marketing strategy for Forge's Intermediaries offerings.
Define positioning, messaging, GTM plans and campaigns.
Collaborate with product, asset management, wealth/distribution, and marketing.
Translate complex private-market investing into clear narratives for advisors and UHNW clients.
Support expansion of Forge's distribution through UHNW clients and new channels.
Location: Soho, NY office (2-3 days per week).

🎯 Requirements

8–10+ years in fintech, wealth management, or financial services marketing.
Growth mindset and adaptability in fast-moving environments.
Strategic thinker with hands-on roadmaps, launches, and enablement.
Advisor-centric storytelling for RIAs and UHNW clients.
Deep understanding of wealth platforms, advisor workflows, and regulatory requirements.
Excellent executive presence and cross-functional collaboration.

🎁 Benefits

2-3 days in Soho, NY office
Equal opportunity employer
Background checks upon offer

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