What are the responsibilities and job description for the Senior Director, Private Securities position at Forge?
The Role
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
Qualifications
- 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
Preferred Qualifications
- Experience with secondary transactions
For residents of NY, NY the total compensation (salary bonus) ranges from $250,000 - $450,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors.
Salary : $250,000 - $450,000