Director Private Securities

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

Qualifications

• 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

Preferred Qualifications

• Experience with secondary transactions
• Background in venture capital and private equity

Pay

Total compensation (salary + bonus) ranges from $200,000 - $350,000 depending on individual performance. Final offers may vary from the amount listed based on candidate performance, experience, expertise, and other factors.

Schedule

This role requires 2-3 days a week in office in San Francisco, CA.