Director, Institutional Sales

The Role:   

Our Directors are in charge of owning client relationships and delivering on transaction outcomes making them an integral piece to Forge’s revenue growth and success in the private markets. As such, intimate knowledge of client relationships in capital markets is an absolute must-have, and familiarity with deal execution with institutional clients is a major plus particularly with longer duration transactions such as the private placements space in which we operate. We’re looking for a creative, and self-starting, institutional sales professional with a client first mindset combined with a passion for giving those clients access to the most innovative startups in the world. If you’re aligned with our core values of being bold, accountable, and humble and put your clients above self in every interaction, we would love to hear from you!   

Role Location: New York, NY. This is a hybrid role based out of our New York, NY office.  

Responsibilities:   

• Monetize existing client relationships and own your outcomes by bringing relationships from deal match to confirmation and close  
• Develop new relationships with hedge funds, asset managers, wealth management platforms, angel investors, and other buy-side clients.  
• Build ongoing relationships with sellers, including individuals, venture capital/private equity firms, and their limited partners by regularly engaging and meeting with your clients  
• Expand Forge's access to relevant networks, such as Silicon Valley communities, HNW individuals, angel groups, and family offices.  
• Manage, automate and scale inbound and outbound client engagement inquiries in collaboration with the growth engineering teams.   
• Demonstrate expertise, provide market insights, and oversee the transaction process to align demand and supply, working with operations, legal, and stakeholders for successful outcomes.  

Qualifications:   

• Ideal candidate will have 5+ years of experience in a sales role in financial services with a focus in institutional sales and/or private placements    
• Experience managing individual quarterly sales / revenue targets  
• FINRA Series 7 & 63 licenses   
• Relentless commitment to client service above all else with meticulous attention to client engagement and deal process     
• Bachelor’s degree in an area such as finance, economics or business    
• Must be comfortable working both independently and in a team environment  

Preferred Qualifications:   

• Secondary transaction experience preferred   
• Experience in venture capital and private equity 

For residents of San Francisco/Bay Area, CA or New York, NY the annual salary range for this role is $120,000 - $350,000 based on performance against individual quarterly revenue objectives. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors 

Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment.  

Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.