Job Description
At Forge we know our team is our greatest asset. As technology innovators in the private market our vision is to deliver a richer future for everyone. We live that vision through our values of being bold accountable and humble. We experience the value that our vision brings to the world every day helping the teams behind the greatest innovations of our generation from space travel to artificial intelligence and more.
With liquidity solutions exclusive data and insights a custody offering and a vibrant marketplace Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent accessible and seamless for companies their employees and investors. Through Forge employees can sell their private shares employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors demand from customers and a need to grow our team to meet the needs of more companies teams and innovators in this way.
Our Directors are responsible for owning client relationships and delivering successful transaction outcomes making them integral to Forge’s revenue growth and success in the private markets.
This role requires deep expertise in capital markets client relationships. Familiarity with deal execution with institutional clients is highly valued—especially in longer-duration transactions such as private placements.
We are seeking a creative self-starting institutional sales professional with a client-first mindset and a passion for connecting clients with the world’s most innovative startups. If you embody our core values—boldness accountability and humility—and consistently prioritize clients in every interaction we’d love to hear from you.
Location: This role requires 2-3 days a week in office in San Francisco CA.
Responsibilities- Monetize existing client relationships by managing deals from initial match through confirmation and 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 transaction processes to align supply and demand
- Partner with operations legal and other stakeholders to ensure successful transaction outcomes
- 5–7 years of experience in financial services sales with a focus on institutional sales and/or private placements
- Proven experience managing individual quarterly sales or revenue targets
- FINRA Series 7 and 63 licenses
- Strong commitment to client service with exceptional attention to detail throughout the deal process
- Bachelor’s degree in finance economics business or a related field
- Ability to work both independently and collaboratively in a team environment
- Experience with secondary transactions
- Background in venture capital and private equity
For residents of San Francisco CA/Bay Area the total compensation (salary + bonus) ranges from $200000 - $350000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance experience expertise and other factors.
Upon offer we conduct background checks that include employment and education verification state and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race color religion sex (including pregnancy childbirth or related medical conditions) gender gender identity gender expression national origin ancestry age physical or mental disability medical condition genetic information marital status sexual orientation veteran status or any other characteristic protected by federal state or local laws.
Skills Required
- 5-7 years of experience in financial services sales
- Proven experience managing individual quarterly sales or revenue targets
- FINRA Series 7 and 63 licenses
- Bachelor's degree in finance economics business or a related field
What the Team is Saying
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Forge Compensation & Benefits Highlights
- Healthcare Strength—Benefits information indicates access to medical dental vision mental health and pet insurance supported by HSA/FSA options. This combination reflects a comprehensive healthcare suite oriented toward wellbeing.
- Parental & Family Support—Descriptions highlight generous parental leave family medical leave and a structured return-to-work program after parental leave. These elements point to meaningful support for caregiving and family needs.
- Leave & Time Off Breadth—Flexible time off paid volunteer time holidays and flexible schedules are emphasized across offerings. This breadth suggests multiple avenues for time away from work.
Forge Insights
What We Do
At Forge (NYSE: FRGE) we know our team is our greatest asset. As technology innovators in the private market our vision is to deliver a richer future for everyone. We live that vision through our values of being bold humble and accountable. We experience the value that our vision brings to the world every day helping the teams behind the greatest innovations of our generation from space travel to planet-saving plant-based nutrition and more. With liquidity solutions exclusive data and insights a custody offering and a vibrant marketplace Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent accessible and seamless for companies their employees and investors. Through Forge employees can sell their private shares employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440000 registered users and private shares have traded in more than 500 companies since inception representing over $12 billion in volume across over 21000+ transactions. Our ability to offer these powerful financial solutions has generated incredible interest from investors demand from customers and a need to grow our team to meet the needs of more companies teams and innovators in this way.
Why Work With Us
At Forge we offer extensive opportunities for growth to provide employees with endless possibilities developing careers through unique experiences. The diversity of skills experience and thought is what drives innovation within our walls.
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Forge Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Role and team dependent
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Date Posted
05/22/2026
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