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 Senior Directors are responsible for owning client relationships and delivering successful transaction outcomes making them a critical driver of Forge’s revenue growth and success in the private markets.
This role requires deep expertise in capital markets client relationships. Experience with institutional deal execution is highly valued—particularly 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 put clients first we would love to hear from you.
Location: This role requires 2-3 days a week in office in Soho NY.
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 the transaction process to align supply and demand
- Partner with operations legal and other stakeholders to ensure successful transaction outcomes
- 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 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
For residents of New York New York the total compensation (salary + bonus) ranges from $250000 - $450000 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
- 7-10 years of experience in financial services sales focused on institutional sales and/or private placements
- Deep expertise in capital markets client relationships
- Experience in venture capital and private equity
- FINRA Series 7 and 63 licenses
- Bachelor's degree in finance economics business or a related field
- Strong commitment to client service with exceptional attention to detail throughout the deal process
- Ability to work both independently and collaboratively in a team environment
- Experience with secondary transactions
- Experience with institutional deal execution particularly longer-duration transactions such as private placements
What the Team is Saying
.jpg)
Forge Compensation & Benefits Highlights
- Healthcare Strength—Health coverage includes medical dental and vision for all employees and plan quality is characterized positively across sources. Mentions of strong plan options reinforce healthcare as a core strength.
- Leave & Time Off Breadth—Time off is described as generous with vacation/PTO consistently highlighted as a strong point. Flexible or unlimited PTO is referenced alongside paid holidays and volunteer time.
- Parental & Family Support—New‑parent leave is explicitly included in the package. Parental leave is repeatedly highlighted as one of the most positive elements.
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.
Gallery
Forge Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Role and team dependent
Explore More
Date Posted
06/05/2026
Views
0